Marissa Mccleary Klaers
Investment adviser representative at Concord Wealth Partners
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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
19 years in the industry.
- Purshe Kaplan Sterling InvestmentsFeb 2023 to now
- Concord Wealth PartnersAug 2022 to now
- UnemployedApr 2022 to Aug 2022
- LPL Financial LLCDec 2017 to Apr 2022
- Personal Wealth Partners, LLCDec 2017 to Apr 2022
- H. Beck, Inc.Mar 2007 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MN).
Concord Wealth Partners
$1.1BAssets managed
1,274Clients
9Advisers
12 yearsIn 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
- 5293025
- Firm CRD
- 118643