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Michael Andrew Klaiber

Investment adviser representative at Verity Investment Partners
11 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm 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 assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Verity Investment PartnersDec 2025 to now
  2. Verity & Verity, LLC dba Verity Investment PartnersJul 2017 to now
  3. UBSJun 2015 to Jul 2017

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law2015

State registrations

Registered as an investment adviser representative in 1 state (NC).

Verity Investment Partners

Legal name: Verity and Verity, LLC

$1.4BAssets managed
472Clients
12Advisers
21 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
6341753
Firm CRD
119630
Advisor's SEC record (opens in a new tab)
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