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Craig Andrew Kliebert

SHOBE & ASSOCIATES, INC·BATON ROUGE, Louisiana
Unclaimed Profile
8280 YMCA PLAZA DRIVE, BATON ROUGE, LA 70810CRD# 4964926Firm CRD# 114975
01

About

Craig Andrew Kliebert is a registered financial advisor based in BATON ROUGE, Louisiana, affiliated with SHOBE & ASSOCIATES, INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SHOBE & ASSOCIATES, INC
THE SHOBE FINANCIAL GROUP
AUM
$397M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at SHOBE & ASSOCIATES, INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: THIRD PARTY ADVISORY FEES
Regulatory
SEC/IARD CRD# 4964926
Firm CRD# 114975
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Andrew Kliebert offer?
Craig Andrew Kliebert specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BATON ROUGE, Louisiana for a consultation.
What are Craig Andrew Kliebert's credentials?
Craig Andrew Kliebert is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Craig Andrew Kliebert located?
Craig Andrew Kliebert is based in BATON ROUGE, Louisiana, working with SHOBE & ASSOCIATES, INC. Their office serves clients in the BATON ROUGE metropolitan area and surrounding communities.
How does Craig Andrew Kliebert charge for services?
Craig Andrew Kliebert's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SHOBE & ASSOCIATES, INC?
SHOBE & ASSOCIATES, INC has approximately 21 employees and manages $397M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BATON ROUGE
Susan Shobe Windham — SHOBE & ASSOCIATES, INCJason Peter Windham — SHOBE & ASSOCIATES, INCBetty Lewis Laakson — SHOBE & ASSOCIATES, INCShane Joseph Haag — DIVERSIFIED INVESTMENT STRATEGIES, LLCEdward Louis Shobe — SHOBE & ASSOCIATES, INC
Nearby cities in Louisiana
NEW ORLEANS (156)METAIRIE (53)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideMETAIRIE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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