Noah C. Strunk
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.
Noah Christian Strunk, CFP® was a registered financial professional .
Noah is a previously registered financial professional and started their career in finance in 2005. Noah had worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
March 19, 2021 - August 12, 2026
KLEIN WEALTH MANAGEMENT, LLC
August 31, 2018 - January 16, 2019
KESTRA PRIVATE WEALTH SERVICES, LLC
July 24, 2018 - January 16, 2019
KESTRA INVESTMENT SERVICES, LLC
July 19, 2007 - July 27, 2017
STRATEGIC ADVISERS LLC
February 23, 2007 - July 27, 2017
FIDELITY BROKERAGE SERVICES LLC
January 4, 2006 - November 14, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 9, 2005 - November 14, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
KLEIN WEALTH MANAGEMENT, LLC
CRD#: 307078 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 71 |
| AUM (Assets Under Management) | $ 16,776,678 |
Red Flags
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