Annie Claire Klopstock
Investment adviser representative at Burton Enright Welch
15 yearsExperience
1 stateRegistered in
$1.6BFirm assets
18 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
Experience
15 years in the industry.
- Burton Enright WelchJun 2024 to now
- Tandem Investment AdvisorsJun 2021 to May 2024
- Ucsf MedicineFeb 2021 to May 2021
- The CoopDec 2019 to Jan 2020
- TantardinosJun 2019 to May 2021
- Education - Junior High, High School and UniversityOct 2011 to May 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Burton Enright Welch
$1.6BAssets managed
652Clients
12Advisers
18 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
- 7453326
- Firm CRD
- 118376