William Kleinert
Investment adviser representative at Florida Financial Advisors, LLC
10 yearsExperience
4 statesRegistered in
$456.1MFirm assets
3 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Trinity Wealth Securities, LLCJan 2022 to now
- Florida Financial Advisors, LLCOct 2021 to now
- DoordashApr 2021 to Sep 2021
- AmazonFeb 2021 to Apr 2021
- KrogerAug 2020 to Feb 2021
- UnemployedJan 2020 to Jul 2020
- Marquette UniversityAug 2019 to Jan 2020
- Clf Asset ManagementJan 2019 to May 2019
- GncMar 2018 to Aug 2019
- Sprecher's Restaurant and PubMay 2017 to Sep 2017
- University of Wisconsin-madisonSep 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, TX, WI).
Florida Financial Advisors, LLC
$456.1MAssets managed
3,005Clients
842Advisers
3 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
- 7449603
- Firm CRD
- 288811