Ian Klinger
Investment adviser representative at Independent Advisor Alliance, LLC
12 yearsExperience
3 statesRegistered in
$17.2BFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Independent Advisor Alliance, LLCJan 2022 to now
- LPL Financial LLCJan 2022 to now
- Ameriprise Financial Services, LLCDec 2020 to Jan 2022
- Guardian Life Insurance CompanyAug 2019 to Dec 2020
- Park Avenue Securities, LLCAug 2018 to Dec 2020
- Guardian Life Insurance Company of AmericaApr 2018 to Aug 2019
- PwcAug 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Independent Advisor Alliance, LLC
$17.2BAssets managed
45,002Clients
302Advisers
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
- 6937460
- Firm CRD
- 168267