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Steven Michael Klane

KLANE WEALTH MANAGEMENT,LLC·ST. PAUL, Minnesota
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6 WEST FIFTH STREET, ST. PAUL, MN 55102CRD# 4705412Firm CRD# 128080
01

About

Steven Michael Klane is a registered financial advisor based in ST. PAUL, Minnesota, affiliated with KLANE WEALTH MANAGEMENT,LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
KLANE WEALTH MANAGEMENT,LLC
KLANE WEALTH MANAGEMENT, LLC
AUM
$45M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at KLANE WEALTH MANAGEMENT,LLC →
Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 4705412
Firm CRD# 128080
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Michael Klane offer?
Steven Michael Klane specializes in Investment Management. Contact their office in ST. PAUL, Minnesota for a consultation.
What are Steven Michael Klane's credentials?
Steven Michael Klane is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Michael Klane located?
Steven Michael Klane is based in ST. PAUL, Minnesota, working with KLANE WEALTH MANAGEMENT,LLC. Their office serves clients in the ST. PAUL metropolitan area and surrounding communities.
How does Steven Michael Klane charge for services?
Steven Michael Klane's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KLANE WEALTH MANAGEMENT,LLC?
KLANE WEALTH MANAGEMENT,LLC has approximately 1 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Minnesota
MINNEAPOLIS (894)MINNETONKA (136)EDINA (122)PLYMOUTH (97)BLOOMINGTON (93)WAYZATA (91)EDEN PRAIRIE (48)ARDEN HILLS (38)SAINT PAUL (37)MAPLE GROVE (23)
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