Klair Marie Reese
Investment adviser representative at Dsg Capital Advisors, LLC
20 yearsExperience
1 stateRegistered in
$780.3MFirm assets
2 yearsFirm in business
Are you Klair Marie Reese? Claim your profile
Contact this firm
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
20 years in the industry.
- Dsg Capital Advisors, LLCAug 2024 to now
- Hightower Advisors, LLCJan 2021 to Aug 2024
- Hightower Securities, LLCJan 2020 to Aug 2024
- Family Partners LtdJan 2006 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MN).
Dsg Capital Advisors, LLC
$780.3MAssets managed
115Clients
6Advisers
2 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
- 7228338
- Firm CRD
- 332056