BK
Brandon Klemm
AFS WEALTH MANAGEMENT
Farmington Hills, MI 48336
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CRD#: 7243039
BK
Professional summary
Brandon Klemm is a registered financial advisor currently at AFS WEALTH MANAGEMENT, LLC located in Farmington Hills, Michigan.
Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Brandon has worked at 1 firm and has passed the Series 65 exam.
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Brandon Klemm'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
March 23, 2020 - Present
AFS WEALTH MANAGEMENT, LLC
Office #1: 22029 Farmington Rd, Farmington Hills, MI 48336RIA
CRD#: 287832
Farmington Hills, MI
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
Michigan(3/23/2020)
Current Firm
AW
AFS WEALTH MANAGEMENT, LLC
AFS WEALTH MANAGEMENT, LLC
CRD#: 287832 / SEC#:
Michigan
Registered Investment Advisory firm - (6/1/2017 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
22029 Farmington Rd, Farmington Hills, MI 48336
Mailing Address
Phone number
(248) 888-7530
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 483 |
| AUM (Assets Under Management) | $ 94,879,075 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
