AK
CFP
AK
CFP

Alex Klingensmith

13 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
881 clients
Average Client Portfolio
$940K average
Assets Under Management
$828.2M

Fee Structure

Minimum Annual Fee:$10,000
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Location

2792 Gateway Road, Carlsbad, CA, 92009

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alex is an insurance agent at Intelligence Driven Insurance Solutions since 2019, dedicating about half of his time to insurance sales. Alex is also an owner and managing member of Invictus Real Estate Partners, LLC, spending a few hours per week on real estate management.

Employment History
Current Registrations
Intelligence Driven Advisers, LLC
January 2019 - Present · 7 yrs 1 mo
Previous Registrations
Labrum Wealth Management, LLC
September 2012 - March 2019 · 6 yrs 6 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Alex Klingensmith - Financial Advisor | TrueAdvisor