KK
Kent M. Klingshirn
KLINGSHIRN INVESTMENT ADVISORS
Medina, OH
Some features on this profile are disabled
CRD#: 5515744
KK
Professional summary
Kent Michael Klingshirn is a registered financial advisor currently at KLINGSHIRN INVESTMENT ADVISORS, LLC located in Medina, Ohio.
Kent is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Kent has worked at 1 firm and has passed the Series 65 exam.
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.
SELF EMPLOYED AS AN INDEPENDANT INSURANCE AGENT, PO BOX 272, MEDINA, OHIO 44258, STARTING AS OF 11/17/2000, WORKING 20 HOURS PER WEEK SELLING HEALTH INSURANCE, LIFE INSURANCE, LONG TERM CARE INSURANCE AND FIXED ANNUITIES.
CRS (Client Relationship Summary) - RIA
Click below to view Kent Michael Klingshirn'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®
NoneExperience
Current
April 22, 2008 - Present
KLINGSHIRN INVESTMENT ADVISORS, LLC
RIA
CRD#: 146840
Medina, OH
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
Ohio(4/22/2008)
Current Firm
KI
KLINGSHIRN INVESTMENT ADVISORS, LLC
KLINGSHIRN INVESTMENT ADVISORS, LLC
CRD#: 146840 / SEC#:
Ohio
Registered Investment Advisory firm - (4/21/2008 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
Medina, OH
Mailing Address
Po Box 272, Medina, OH 44258
Phone number
(216) 533-9532
Established
Firm type
Fiscal year end
# of Employees
1
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.
