William Klinke

TOTAL WEALTH PARTNERS

Houston, TX 77019

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CRD#: 5898582

Professional summary

William Klinke is a registered financial advisor currently at TOTAL WEALTH PARTNERS located in Houston, Texas and KICKPOINT FINANCIAL, LLC located in Memphis, Tennessee.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. William has worked at 4 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.

1. Kickpoint Financial; investment related, 3730 Kirby Dr., Suite 1200, Houston, TX 77098; Investment Advisory Services; Principal, Portfolio Manager & Owner; 04/2017; 140 HOURS DURING THE MONTH; provision of investment advisory services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Klinke'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®

None

Experience

Current

April 7, 2017 - Present

TOTAL WEALTH PARTNERS

Office #1: 2929 Allen Parkway Suite 200, Houston, TX 77019

RIA

CRD#: 287725

Houston, TX

Current

June 21, 2019 - Present

KICKPOINT FINANCIAL, LLC

RIA

CRD#: 300423

MEMPHIS, TN

Past

October 23, 2013 - April 10, 2017

MORGAN STANLEY

RIA

CRD#: 149777

HOUSTON, TX

Past

October 23, 2013 - April 10, 2017

MORGAN STANLEY

CRD#: 149777

HOUSTON, TX

Past

June 27, 2011 - October 24, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HOUSTON, TX

Past

May 2, 2011 - October 24, 2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HOUSTON, TX

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

Louisiana
(3/13/2018)

IAR

Tennessee
(7/18/2019)

IAR

Texas
(4/7/2017)

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: 6/25/2011

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 4/10/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/29/2011

General Securities Representative Examination

Current Firm

TOTAL WEALTH PARTNERS

TOTAL WEALTH PARTNERS | TWPTX, LLC | TWP, LLC | TOTAL WEALTH PARTNERS, LLC

CRD#: 287725 / SEC#: 801-110079

RIA

Registered Investment Advisory firm - (9/11/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (3/12/2018 Approved)

Tennessee

Registered Investment Advisory firm - (10/14/2025 Approved)

Texas

Registered Investment Advisory firm - (8/30/2017 Approved)

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

2929 Allen Parkway Suite 200, Houston, TX 77019

Mailing Address

Phone number

(832) 423-3428

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	91
AUM (Assets Under Management)	$ 33,158,918

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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William Klinke

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Klinke's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOTAL WEALTH PARTNERS

KICKPOINT FINANCIAL, LLC

MORGAN STANLEY

MORGAN STANLEY

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2011

SIE

Date: 4/10/2017

Series 7

Date: 4/29/2011

Current Firm

TOTAL WEALTH PARTNERS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOTAL WEALTH PARTNERS

TRUST BUT VERIFY

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