BK
Benjamin A. Klesinger
HELPING HAND FINANCIAL
DENVER, CO 80224
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CRD#: 6113659
BK
Professional summary
Benjamin A Klesinger is a registered financial advisor currently at HELPING HAND FINANCIAL, LLC located in Denver, Colorado.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Benjamin has worked at 3 firms and has passed the Series 65, SIE, Series 6 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.RELIANT ASSURANCE BROKERAGE, LLC
POSITION: Managing Member/Insurance Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 per month some during trading.
ADDRESS: 6701 E. LA SALLE PLACE, DENVER CO 80224
DESCRIPTION: Insurance Sales
2.PROSPERA EDUCATORS FINANCIAL, LLC
POSITION: Managing Member NATURE: none INVESTMENT RELATED: No NUMBER OF HOURS: 1 hour per month
ADDRESS: 6701 E. LA SALLE PLACE, DENVER CO 80224
DESCRIPTION: LLC formed for insurance sales with previous broker-dealer. Prospera is still an active company but no longer engages in insurance business.
3. KLESINGER CONSULTING, LLC
POSITION: President NATURE: Business Consulting INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 09/23/2011
ADDRESS: 6701 E La Salle Place, Denver CO 80224
DESCRIPTION: Occassionally (Infrequently) I help a person/company with IT related FP&A or data modeling.
4. PRAIRIE ROAD REAL ESTATE, LLC
POSITION: Member NATURE: Leasing real estate INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2017
ADDRESS: 6701 E La Salle place, Denver CO 80224, United States
DESCRIPTION: Investment in Real Estate
5. LASALLE RE, LLC
POSITION: President NATURE: This is an investment property. The LLC is more for liability protection. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/24/2018
ADDRESS: 6701 E La Salle Place, Denver CO 80224, United States
DESCRIPTION: This is an investment property; it is a single family home. I have hired a property management team who will lease the property. The rents should cover the mortgage, insurance and taxes. The LLC is more for liability protection.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin A Klesinger'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
August 12, 2020 - Present
HELPING HAND FINANCIAL, LLC
Office #1: 6701 E. La Salle Place, Denver, CO 80224RIA
CRD#: 307692
DENVER, CO
Past
November 23, 2015 - November 1, 2019
HORACE MANN INVESTORS, INC.
BD
CRD#: 11643
AURORA, CO
Past
December 20, 2012 - March 4, 2013
GENEOS WEALTH MANAGEMENT, INC.
BD
CRD#: 120894
DENVER, CO
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
Colorado(11/13/2020)
IAR
Indiana(8/12/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
HH
HELPING HAND FINANCIAL, LLC
HELPING HAND FINANCIAL, LLC
CRD#: 307692 / SEC#:
Colorado
Registered Investment Advisory firm - (11/13/2020 Approved)Indiana
Registered Investment Advisory firm - (8/12/2020 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
3209 Smith Valley Road Suite 123, Greenwood, IN 46142
Mailing Address
7887 E. Bellview Ave Suite #1100, Greenwood Village, CO 80111
Phone number
(800) 561-0453
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 2,341,078 |
Red Flags
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