Neal Patrick Coleman
Investment adviser representative at Klcm Advisors, Inc.
13 yearsExperience
2 statesRegistered in
$1.9BFirm assets
33 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Klcm Advisors, Inc.Mar 2022 to now
- Wells Fargo Funds Distributor, LLCJun 2013 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Klcm Advisors, Inc.
$1.9BAssets managed
637Clients
5Advisers
33 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
- 6186228
- Firm CRD
- 107847