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Carmen Kleager

JOLLIFFE CAPITAL, INC.·SCOTTSBLUFF, Nebraska
Unclaimed Profile
2409 COUNTRY LANE, SCOTTSBLUFF, NE 69361CRD# 5504049Firm CRD# 140725
01

About

Carmen Kleager is a registered financial advisor based in SCOTTSBLUFF, Nebraska, affiliated with JOLLIFFE CAPITAL, 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
Nonprofits & Foundations
03

Firm Overview

Firm
JOLLIFFE CAPITAL, INC.
JOLLIFFE CAPITAL, INC.
AUM
$58M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at JOLLIFFE CAPITAL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5504049
Firm CRD# 140725
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Carmen Kleager offer?
Carmen Kleager specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSBLUFF, Nebraska for a consultation.
What are Carmen Kleager's credentials?
Carmen Kleager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carmen Kleager located?
Carmen Kleager is based in SCOTTSBLUFF, Nebraska, working with JOLLIFFE CAPITAL, INC.. Their office serves clients in the SCOTTSBLUFF metropolitan area and surrounding communities.
How does Carmen Kleager charge for services?
Carmen Kleager'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 JOLLIFFE CAPITAL, INC.?
JOLLIFFE CAPITAL, INC. has approximately 1 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SCOTTSBLUFF
Louis Kleager — JOLLIFFE CAPITAL, INC.Shawn Michael Mercer — JOLLIFFE CAPITAL, INC.Fred Allen Lockwood — FALCO FINANCIAL SERVICES, INC.Troy Lee Hilyard — FALCO FINANCIAL SERVICES, INC.Carol M Lockwood — FALCO FINANCIAL SERVICES, INC.
Nearby cities in Nebraska
OMAHA (429)LINCOLN (130)NORTH PLATTE (20)LA VISTA (19)LAVISTA (14)
City Guides
OMAHA GuideLINCOLN GuideNORTH PLATTE GuideLA VISTA GuideLAVISTA Guide
Research
Advisor Fees in NebraskaNational Fee Analysis
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