Unclaimed Profile

Brian Michael Klemczak

WASHINGTON AVENUE ADVISORS, LLC·LANSING, Michigan

WASHINGTON AVENUE ADVISORS, LLC

1146 SOUTH WASHINGTON AVENUE, LANSING, MI 48910CRD# 5919834Firm CRD# 307002

Profile Verification

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

Identity

Brian Michael Klemczak · LANSING, MI

Registration

CRD #5919834 · WASHINGTON AVENUE ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Brian Michael Klemczak is a registered financial advisor based in LANSING, Michigan, affiliated with WASHINGTON AVENUE ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

WASHINGTON AVENUE ADVISORS, LLC

WASHINGTON AVENUE ADVISORS

AUM

$224M

Regulatory assets under management

Employees

Total firm employees

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Services

Financial planning

Portfolio management (individuals)

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5919834

Firm CRD# 307002

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brian Michael Klemczak offer?

Brian Michael Klemczak specializes in Financial Planning, Investment Management. Contact their office in LANSING, Michigan for a consultation.

What are Brian Michael Klemczak's credentials?

Brian Michael Klemczak is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Michael Klemczak located?

Brian Michael Klemczak is based in LANSING, Michigan, working with WASHINGTON AVENUE ADVISORS, LLC. Their office serves clients in the LANSING metropolitan area and surrounding communities.

How does Brian Michael Klemczak charge for services?

Brian Michael Klemczak's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WASHINGTON AVENUE ADVISORS, LLC?

WASHINGTON AVENUE ADVISORS, LLC has approximately 9 employees and manages $224M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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