Diana Suzanne Kliche
Investment adviser representative at Investlinc Wealth Services
21 yearsExperience
1 stateRegistered in
$115.6MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Investlinc Wealth ServicesSep 2026 to now
- Law Office If Sharma Kliche, LLPFeb 2009 to now
- The Fix ProjectApr 2019 to Dec 2025
- Law Office of Mark E. LewisSep 2005 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Investlinc Wealth Services
Legal name: Investlinc Wealth Services, LLC
$115.6MAssets managed
153Clients
4Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4731669
- Firm CRD
- 332607