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Alex Klingensmith

Alex Klingensmith

INTELLIGENCE DRIVEN ADVISERS
Carlsbad, CA 92009
Some features on this profile are disabled
CRD#: 5976863
Alex Klingensmith

Professional summary

Alex Klingensmith, CFP®, who also goes by Alex Kenneth Klingensmith, is a registered financial advisor currently at INTELLIGENCE DRIVEN ADVISERS, LLC located in Carlsbad, California.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Alex has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Kenneth Klingensmith

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) INTELLIGENCE DRIVEN INSURANCE SOLUTIONS; INV RELATED; 6128 INNOVATION WAY, CARLSBAD CA 92009; INSURANCE AGENCY - INSURANCE SALES; AGENT; 2019; 80 HRS/MO; 80 HRS/MO DURING TRADING HOURS. 2) INVICTUS REAL ESTATE PARTNERS, LLC ("RE PARTNERS"); INV RELATED; 6128 INNOVATION WAY, CARLSBAD, CA 92009; REAL ESTATE MANAGEMENT FIRM & MANAGING MEMBER OF INVICTUS TOTAL RETURN REAL ESTATE FUND 1; OWNER; 10 HRS/MO; 10 HRS/MO DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Klingensmith's CRS (Customer Relationship Summary).
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

Start date: 2015

Experience

Current

January 3, 2019 - Present

INTELLIGENCE DRIVEN ADVISERS, LLC

Office #1: 2792 Gateway Road, Carlsbad, CA 92009
RIA
CRD#: 299589
Carlsbad, CA
Past

September 17, 2012 - March 1, 2019

LABRUM WEALTH MANAGEMENT, LLC

RIA
CRD#: 150734
CARLSBAD, CA
Past

August 21, 2012 - June 19, 2014

GRADIENT SECURITIES, LLC

BD
CRD#: 127701
CARLSBAD, CA
Past

October 12, 2011 - August 9, 2012

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
OCEANSIDE, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ID
INTELLIGENCE DRIVEN ADVISERS, LLC
FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA
Registered Investment Advisory firm - (12/17/2018 Approved)

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
California
(1/3/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2012
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/3/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 10/11/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

ID
INTELLIGENCE DRIVEN ADVISERS, LLC
FINANCIAL DETOX | INTELLIGENCE DRIVEN INSURANCE SOLUTIONS | INTELLIGENCE DRIVEN ADVISERS, LLC | IDA WEALTH | FUTUREADY 401(K)

CRD#: 299589 / SEC#: 801-114418

RIA
Registered Investment Advisory firm - (12/17/2018 Approved)
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Contact information

Main Address
2792 Gateway Road, Carlsbad, CA 92009
Mailing Address
Phone number
(888) 401-2083
Established
Firm type
Fiscal year end
# of Employees
24

SEC notice filing (21 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IDA FORM ADV PART 2A DATED SEPTEMBER 1, 2025 (9/11/2025)

Regulatory assets under management

Total Number of Accounts879
AUM (Assets Under Management)$ 828,210,292

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.

Company Information

INTELLIGENCE DRIVEN ADVISERS, LLC

CRD#: 299589Carlsbad, CA 92009

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