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RK

Ralph M. Klopp

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CRD#: 271986
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Ralph Martin Klopp was a registered financial professional .

Ralph is a previously registered financial professional and started their career in finance in 1964. Ralph had worked at 6 firms and has passed the Series 63, PC, Series 1 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 6, 1999 - February 28, 2013

KLOPP INVESTMENT MANAGEMENT LLC

RIA
CRD#: 106145
CLEVELAND, OH
Past

September 24, 1990 - February 12, 2004

VANGUARD CAPITAL

BD
CRD#: 22081
DEL MAR, CA
Past

May 9, 1978 - September 11, 1990

FINANCIAL SQUARE PARTNERS

BD
CRD#: 1541
NEW YORK, NY
Past

September 29, 1975 - March 2, 1978

JOSEPH, MILLER & RUSSELL, INC.

BD
CRD#: 2375
Past

November 5, 1970 - January 23, 1976

J. N. RUSSELL INC.

BD
CRD#: 3243
Past

September 2, 1964 - October 28, 1972

HAYDEN, STONE INCORPORATED

BD
CRD#: 395

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 6/17/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
PC
Date: 5/10/1977
AMEX Put and Call Exam
General Industry/Product Exam
RR
Series 1
Date: 5/21/1958
Registered Representative Examination
Principal/Supervisory Exam
RR
Series 00
Date: 2/3/1973
General Securities Principal Examination

Current Firm


KI
KLOPP INVESTMENT MANAGEMENT LLC
FIRST FINANCIAL INVESTMENT MANAGEMENT | PRIM ASSET MANAGEMENT LLC | PRIM ASSET MANAGEMENT | KLOPP INVESTMENT MANAGEMENT LLC

CRD#: 106145 / SEC#: 801-52887

RIA
Registered Investment Advisory firm - (6/28/2012 Terminated)
Georgia
Registered Investment Advisory firm - (12/14/2012 Approved)
Illinois
Registered Investment Advisory firm - (12/20/2017 Approved)
North Carolina
Registered Investment Advisory firm - (3/31/2016 Terminated)
Ohio
Registered Investment Advisory firm - (6/28/2012 Approved)
Texas
Registered Investment Advisory firm - (5/9/2025 Conditional Restricted)
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Contact information


Main Address
1801 E 9th St Ste 1040, Cleveland, OH 44114-3103
Mailing Address
Phone number
(216) 566-1100
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts174
AUM (Assets Under Management)$ 108,346,208

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


KLOPP INVESTMENT MANAGEMENT LLC

CRD#: 106145

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