Christopher Klenk
Investment adviser representative at Steward Partners Investment Advisory, LLC
14 yearsExperience
2 statesRegistered in
$36.7BFirm assets
10 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
14 years in the industry.
- Steward Partners Investment Advisory, LLCMay 2026 to now
- Steward Partners Global Advisory, LLCMay 2026 to now
- Jazz Wealth Managers, Inc.Feb 2024 to Apr 2026
- Northwestern Mutual Wealth Management CompanyOct 2023 to Feb 2024
- Roycer DelgadoAug 2023 to Feb 2024
- Northwestern Mutual Wealth Management CompanyDec 2022 to Aug 2023
- Northwestern Mutual Investment Services LLCFeb 2022 to Feb 2024
- Northwestern Mutual Life Insurance CompanyNov 2021 to Aug 2023
- Ryder TransportationMay 2012 to Nov 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 7459303
- Firm CRD
- 283004