Richard Klenk is a registered investment advisor, based in Houston, TX, with 11 years of industry experience.
Location
10190 Katy Freeway, Ste. 370, Houston, TX, 77043
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Richard is involved in fixed insurance sales and service since 2021, dedicating full-time hours to this activity. He focuses on the sales and service of non-variable insurance products.
Employment History
Current Registrations
Cambridge Investment Research, INC.
February 2026 - Present · 7 mos
Cambridge Investment Research Advisors, INC.
February 2026 - Present · 7 mos
Cambridge Investment Research, INC.Broker
February 2026 - Present · 7 mos
Previous Registrations
Onedigital
October 2024 - December 2025 · 1 yr 2 mos
Alliant Retirement Consulting
February 2024 - October 2024 · 8 mos
Cetera Advisor Networks LLCBroker
January 2024 - September 2024 · 8 mos
PNC Investments
July 2023 - December 2023 · 5 mos
PNC InvestmentsBroker
December 2021 - December 2023 · 2 yrs
PFS Investments INC.Broker
September 2014 - October 2021 · 7 yrs 1 mo
State Registrations1 state
TX
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.