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KK

Klinton Krieger

TCP ASSET MANAGEMENT
Cheyenne, WY 82001
Some features on this profile are disabled
CRD#: 6693215
KK

Professional summary


Klinton Krieger, who also goes by Klinton Leroy Krieger, is a registered financial advisor currently at TCP ASSET MANAGEMENT, LLC located in Cheyenne, Wyoming and UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Cheyenne, Wyoming.

Klinton is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Klinton has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Klinton Leroy Krieger

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.) TCP ASSET MANAGMENT LLC - WEALTH ADVISOR - REGISTERED INVESTMENT ADVISOR - CHEYENNE, WY - SINCE 08/2020 - INVESTMENT RELATED 2.) TCP ASSET MANAGEMENT LLC - WEALTH ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - CHEYENNE, WY - SINCE 08/2020 - INVESTMENT RELATED 3.) KLINTON KRIEGER - INSURANCE AGENT - NON-VARIABLE INSURANCE - CHEYENNE, WY - SINCE 03/2017 - INVESTMENT RELATED

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Klinton Krieger'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®
None

Experience


Current

August 14, 2020 - Present

TCP ASSET MANAGEMENT, LLC

Office #1: 3001 E Pershing Blvd Ste 145, Cheyenne, WY 82001
RIA
CRD#: 286037
Cheyenne, WY
Current

August 14, 2020 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 3001 E Pershing Blvd Ste 145, Cheyenne, WY 82001
RIA
BD
CRD#: 20804
Cheyenne, WY
Past

October 5, 2016 - August 17, 2020

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
CHEYENNE, WY
Past

September 12, 2016 - August 17, 2020

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
CHEYENNE, WY

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".
TA
TCP ASSET MANAGEMENT, LLC
TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA
Registered Investment Advisory firm - (1/3/2017 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Arizona
(8/14/2020)
RR
California
(8/14/2020)
RR
Colorado
(8/14/2020)
RR
Missouri
(4/20/2021)
RR
Wyoming
(8/14/2020)
IAR
Wyoming
(8/14/2020)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/4/2016
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


TA
TCP ASSET MANAGEMENT, LLC
TCP ASSET MANAGEMENT, LLC | TRENDENCY CAPITAL PARTNERS, LLC

CRD#: 286037 / SEC#: 801-108836

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information


Main Address
5000 Horizons Drive, Upper Arlington, OH 43220
Mailing Address
Phone number
(614) 761-9378
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (29 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TCP ASSET MANAGMENT, LLC FIRM BROCHURE (10/10/2025)

Regulatory assets under management


Total Number of Accounts3,930
AUM (Assets Under Management)$ 822,130,691

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


TCP ASSET MANAGEMENT, LLC

CRD#: 286037Cheyenne, WY 82001

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