Noah C. Strunk

KLEIN WEALTH MANAGEMENT

Saint Johns, FL 32259

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CRD#: 4970128

Professional summary

Noah Christian Strunk, CFP® is a registered financial advisor currently at KLEIN WEALTH MANAGEMENT, LLC located in Saint Johns, Florida.

Noah is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Noah has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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.

Name of Business: Green Eyed Girls LLC DBA Ward & Ward Is Business Investment related: No Address: 771 Paradise Lane, Atlantic Beach, FL Nature of Business: Retail Distribution Position: Chief Financial Officer Start Date: July 2023 Hours Devoted; 40 hours weekly Hours devoted during trading hours: 5.5 hours during trading hours Duties related to business: manage finances of private company

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Christian Strunk's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

March 19, 2021 - Present

KLEIN WEALTH MANAGEMENT, LLC

Office #1: 503 Cloisterbane Drive, Saint Johns, FL 32259

RIA

CRD#: 307078

Saint Johns, FL

Past

August 31, 2018 - January 16, 2019

KESTRA PRIVATE WEALTH SERVICES, LLC

RIA

CRD#: 155193

Stuart, FL

Past

July 24, 2018 - January 16, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

Stuart, FL

Past

July 19, 2007 - July 27, 2017

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

JACKSONVILLE, FL

Past

February 23, 2007 - July 27, 2017

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

JACKSONVILLE, FL

Past

January 4, 2006 - November 14, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

JACKSONVILLE, FL

Past

November 9, 2005 - November 14, 2006

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(3/19/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 12/20/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/8/2005

General Securities Representative Examination

Current Firm

KLEIN WEALTH MANAGEMENT, LLC

CRD#: 307078 / SEC#:

Florida

Registered Investment Advisory firm - (6/29/2020 Approved)

Georgia

Registered Investment Advisory firm - (12/2/2024 Terminated)

Texas

Registered Investment Advisory firm - (11/26/2024 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

503 Cloisterbane Drive, Saint Johns, FL 32259

Mailing Address

Phone number

(904) 910-1426

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 14,945,231

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.

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Noah C. Strunk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Noah Christian Strunk's CRS (Customer Relationship Summary).

Certified licenses

Experience

KLEIN WEALTH MANAGEMENT, LLC

KESTRA PRIVATE WEALTH SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 12/20/2005

SIE

Date: 10/1/2018

Series 7

Date: 11/8/2005

Current Firm

KLEIN WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KLEIN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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