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Steven Michael Klane

KLANE WEALTH MANAGEMENT,LLC·ST. PAUL, Minnesota
Clean record12 years registeredKLANE WEALTH MANAGEMENT,LLC
6 WEST FIFTH STREET, ST. PAUL, MN 55102CRD# 4705412Firm CRD# 128080

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Steven Michael Klane · ST. PAUL, MN
Registration
CRD #4705412 · KLANE WEALTH MANAGEMENT,LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

BERGER FINANCIAL GROUP
Oct 2024 – present
KLANE WEALTH MANAGEMENT, LLC
Jan 2014 – Dec 2024
GOLDEN VALLEY, MN
02

Registrations & Exams

Registration record
First registered · January 31, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KLANE WEALTH MANAGEMENT,LLC
CRD 128080 · SEC 801-71623
AUM
$45M
Regulatory assets under management
Employees
1
102 client accounts
Services offered by KLANE WEALTH MANAGEMENT,LLC
Per Form ADV
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
View all advisors at KLANE WEALTH MANAGEMENT,LLC →
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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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