Unclaimed Profile

Aaron Cleve Klopfenstein

RONALD BLUE & CO., LLC·ROSWELL, Georgia

Clean record27 years registeredRONALD BLUE & CO., LLC

300 COLONIAL CENTER PARKWAY, ROSWELL, GA 30076-8843CRD# 4521987Firm CRD# 104605

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Cleve Klopfenstein · ROSWELL, GA

Registration

CRD #4521987 · RONALD BLUE & CO., LLC · 27 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RONALD BLUE & CO., LLC

RONALD BLUE & CO., LLC

Jan 1999 – Aug 2017

INDIANAPOLIS, IN

Registrations & Exams

Registration record

First registered · January 9, 1999

Years registered · 27

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RONALD BLUE & CO., LLC

CRD 104605 · SEC 801-18423

AUM

$5.7B

Regulatory assets under management

Employees

275

16,212 client accounts

Services offered by RONALD BLUE & CO., LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at RONALD BLUE & CO., LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Cleve Klopfenstein offer?

Aaron Cleve Klopfenstein specializes in Financial Planning, Investment Management, Wealth Management.

What are Aaron Cleve Klopfenstein's credentials?

Aaron Cleve Klopfenstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Cleve Klopfenstein located?

Aaron Cleve Klopfenstein is based in ROSWELL, Georgia, last registered with RONALD BLUE & CO., LLC.

How does Aaron Cleve Klopfenstein charge for services?

Aaron Cleve Klopfenstein's firm is compensated through percentage of aum, hourly charges, subscription fees, other: negotiable. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RONALD BLUE & CO., LLC?

RONALD BLUE & CO., LLC has approximately 275 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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