Unclaimed Profile

Kevin Bruce Klotzbach

COURIER CAPITAL, LLC·BUFFALO, New York

Clean recordCOURIER CAPITAL, LLC

1114 DELAWARE AVENUE, BUFFALO, NY 14209CRD# 6596773Firm CRD# 282485

Profile Verification

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

Identity

Kevin Bruce Klotzbach · BUFFALO, NY

Registration

CRD #6596773 · COURIER CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kevin Bruce Klotzbach is a registered financial advisor based in BUFFALO, New York, affiliated with COURIER CAPITAL, LLC. 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

Introduction

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Firm Overview

Firm

COURIER CAPITAL, LLC

AUM

$2.9B

Regulatory assets under management

Employees

Total firm employees

View all advisors at COURIER CAPITAL, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 6596773

Firm CRD# 282485

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin Bruce Klotzbach offer?

Kevin Bruce Klotzbach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BUFFALO, New York for a consultation.

What are Kevin Bruce Klotzbach's credentials?

Kevin Bruce Klotzbach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Bruce Klotzbach located?

Kevin Bruce Klotzbach is based in BUFFALO, New York, working with COURIER CAPITAL, LLC. Their office serves clients in the BUFFALO metropolitan area and surrounding communities.

How does Kevin Bruce Klotzbach charge for services?

Kevin Bruce Klotzbach'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 COURIER CAPITAL, LLC?

COURIER CAPITAL, LLC has approximately 23 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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