Unclaimed Profile

Howard Robert Klieger

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC·HIGHLAND PARK, Illinois

Clean recordWALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

600 ELM PLACE, HIGHLAND PARK, IL 60035CRD# 1020955Firm CRD# 299595

Profile Verification

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

Identity

Howard Robert Klieger · HIGHLAND PARK, IL

Registration

CRD #1020955 · WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Howard Robert Klieger is a registered financial advisor based in HIGHLAND PARK, Illinois, affiliated with WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC

AUM

$557M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1020955

Firm CRD# 299595

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Howard Robert Klieger offer?

Howard Robert Klieger specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in HIGHLAND PARK, Illinois for a consultation.

What are Howard Robert Klieger's credentials?

Howard Robert Klieger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Howard Robert Klieger located?

Howard Robert Klieger is based in HIGHLAND PARK, Illinois, working with WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC. Their office serves clients in the HIGHLAND PARK metropolitan area and surrounding communities.

How does Howard Robert Klieger charge for services?

Howard Robert Klieger's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC?

WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $557M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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