Kristoffer A. Klingelhoeffer
Professional summary
Kristoffer Alexander Klingelhoeffer, CFP®, who also goes by Alex Klingelhoeffer, is a registered financial advisor currently at EXENCIAL WEALTH ADVISORS located in Oklahoma City, Oklahoma.
Kristoffer is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Kristoffer has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 10 and Series 9 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kristoffer Alexander Klingelhoeffer's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
November 27, 2019 - Present
EXENCIAL WEALTH ADVISORS
Office #1: 9108 N. Kelley Avenue, Oklahoma City, OK 73131April 7, 2015 - November 12, 2019
CHARLES SCHWAB & CO., INC.
October 16, 2013 - November 12, 2019
CHARLES SCHWAB & CO., INC.
Primary Firm SEC Registration
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/29/2024)
(12/5/2019)
(3/14/2025)
(12/9/2019)
(11/27/2019)
Exams
Current Firm
EXENCIAL WEALTH ADVISORS
CRD#: 130475 / SEC#: 801-62789
Contact information
SEC notice filing (50 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,357 |
| AUM (Assets Under Management) | $ 5,301,377,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 | ||
| 08/27/2024 | ||
| 11/20/2023 |
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.
