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Karen Louise Kleffel

INSTITUTIONAL ADVISORS LLC·WYOMISSING, Pennsylvania
Unclaimed Profile
1340 BROADCASTING ROAD SUITE 100, WYOMISSING, PA 19610CRD# 5190721Firm CRD# 149378
01

About

Karen Louise Kleffel is a registered financial advisor based in WYOMISSING, Pennsylvania, affiliated with INSTITUTIONAL ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
INSTITUTIONAL ADVISORS LLC
INSTITUTIONAL ADVISORS LLC
AUM
$1.2B
Regulatory assets under management
Employees
47
Total firm employees
View all advisors at INSTITUTIONAL ADVISORS LLC →
Services
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5190721
Firm CRD# 149378
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Karen Louise Kleffel offer?
Karen Louise Kleffel specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in WYOMISSING, Pennsylvania for a consultation.
What are Karen Louise Kleffel's credentials?
Karen Louise Kleffel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Louise Kleffel located?
Karen Louise Kleffel is based in WYOMISSING, Pennsylvania, working with INSTITUTIONAL ADVISORS LLC. Their office serves clients in the WYOMISSING metropolitan area and surrounding communities.
How does Karen Louise Kleffel charge for services?
Karen Louise Kleffel's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is INSTITUTIONAL ADVISORS LLC?
INSTITUTIONAL ADVISORS LLC has approximately 47 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WYOMISSING
H Anderson Ellsworth — INSTITUTIONAL ADVISORS LLCWilliam Andrew Morgan — HERBEIN WEALTH MANAGEMENT, L.L.C.Linda Sue Himeback — HERBEIN WEALTH MANAGEMENT, L.L.C.John Thomas Pagerly — HERBEIN WEALTH MANAGEMENT, L.L.C.Richard Arlen Lord — INSTITUTIONAL ADVISORS LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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