Unclaimed Profile

Karen Louise Kleffel

INSTITUTIONAL ADVISORS LLC·WYOMISSING, Pennsylvania

Clean recordINSTITUTIONAL ADVISORS LLC

1340 BROADCASTING ROAD SUITE 100, WYOMISSING, PA 19610CRD# 5190721Firm CRD# 149378

Profile Verification

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

Identity

Karen Louise Kleffel · WYOMISSING, PA

Registration

CRD #5190721 · INSTITUTIONAL ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

INSTITUTIONAL ADVISORS LLC

AUM

$1.2B

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5190721

Firm CRD# 149378

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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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