Benjamin T. Klamo
Professional summary
Benjamin Thomas Klamo, who also goes by Ben Thomas Klamo, is a registered financial advisor currently at GAINPLAN LLC located in Bloomfield Hills, Michigan.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Benjamin has worked at 5 firms and has passed the Series 66, SIE, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Thomas Klamo's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 2015 - Present
GAINPLAN LLC
Office #1: 800 W. Long Lake Road Suite 100, Bloomfield Hills, MI 48302January 15, 2015 - May 8, 2015
LPL FINANCIAL LLC
January 14, 2015 - May 8, 2015
LPL FINANCIAL LLC
September 21, 2010 - December 11, 2014
CIG ASSET MANAGEMENT, INC.
December 8, 2009 - December 11, 2014
CIG SECURITIES
December 12, 2008 - June 22, 2009
AMERIPRISE ADVISOR SERVICES, INC.
March 16, 2007 - June 22, 2009
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
GAINPLAN LLC
CRD#: 174427 / SEC#: 801-81166
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/2015)
Exams
Current Firm
GAINPLAN LLC
CRD#: 174427 / SEC#: 801-81166
Contact information
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,765 |
| AUM (Assets Under Management) | $ 478,464,901 |
Red Flags
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