Joseph Mercado Kloeckner
Investment adviser representative at Pr Wealth Management Group
14 yearsExperience
1 stateRegistered in
$164.9MFirm assets
5 yearsFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Forum Financial Management, LPJul 2026 to now
- Pr Wealth Management Group, Inc.Nov 2021 to now
- Purshe Kaplan Sterling InvestmentsNov 2021 to now
- MML Investor Services, LLCJan 2012 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NV).
Pr Wealth Management Group
Legal name: Pr Wealth Management Group, Inc.
$164.9MAssets managed
460Clients
5Advisers
5 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
- 5956328
- Firm CRD
- 173711