Unclaimed Profile

Louis Kleager

JOLLIFFE CAPITAL, INC.·SCOTTSBLUFF, Nebraska

Clean recordJOLLIFFE CAPITAL, INC.

2409 COUNTRY LANE, SCOTTSBLUFF, NE 69361CRD# 5504041Firm CRD# 140725

Profile Verification

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

Identity

Louis Kleager · SCOTTSBLUFF, NE

Registration

CRD #5504041 · JOLLIFFE CAPITAL, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Louis 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

JOLLIFFE CAPITAL, INC.

AUM

$58M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5504041

Firm CRD# 140725

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Louis Kleager offer?

Louis Kleager specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SCOTTSBLUFF, Nebraska for a consultation.

What are Louis Kleager's credentials?

Louis Kleager is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Kleager located?

Louis 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 Louis Kleager charge for services?

Louis 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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