AdvisorOS Directory
Claim Profile
TK

Travis James Kling

IKIGAI STRATEGIC PARTNERS, LLC·MARINA DEL REY, California
Unclaimed Profile
929 DICKSON STREET, MARINA DEL REY, CA 90292CRD# 5568526Firm CRD# 298920
01

About

Travis James Kling is a registered financial advisor based in MARINA DEL REY, California, affiliated with IKIGAI STRATEGIC PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties

Specialties will be added during profile enrichment.

Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
IKIGAI STRATEGIC PARTNERS, LLC
IKIGAI
AUM
—
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at IKIGAI STRATEGIC PARTNERS, LLC →
04

Background

Compensation

Compensation details will be added during enrichment.

Regulatory
SEC/IARD CRD# 5568526
Firm CRD# 298920
View on FINRA BrokerCheck →

Looking for a financial advisor in MARINA DEL REY?

Browse all registered financial advisors in MARINA DEL REY, California or claim this profile if it's yours.

Browse MARINA DEL REY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Travis James Kling offer?
Travis James Kling is a registered financial advisor in MARINA DEL REY, California. Contact their office for details on services offered.
What are Travis James Kling's credentials?
Travis James Kling is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Travis James Kling located?
Travis James Kling is based in MARINA DEL REY, California, working with IKIGAI STRATEGIC PARTNERS, LLC. Their office serves clients in the MARINA DEL REY metropolitan area and surrounding communities.
How large is IKIGAI STRATEGIC PARTNERS, LLC?
IKIGAI STRATEGIC PARTNERS, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in MARINA DEL REY
Brant Jackson Griffin — NORTH PIER FIDUCIARY MANAGEMENT, LLCJames Ira Scheinberg — NORTH PIER FIDUCIARY MANAGEMENT, LLCStephen Lane Nesbitt — CLIFFWATER LLCGuy William Keefer — KEEFER PENSION CONSULTING, INC.Ifat (nmn) Eliaz — APERIMUS CAPITAL, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile