Advisor at TCP Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
TCP Asset Management, LLC
Location
Cheyenne, WY 82001
Credentials
Series 66
Industry experience
9 years
Klinton Krieger is a Series 66 credentialed financial advisor with nine years of industry experience. He is currently with TCP Asset Management, LLC in Cheyenne, Wyoming, where he has worked since 2020. Prior to that, he was employed at Wells Fargo Clearing Services and has operated as a self-employed advisor. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management, LLC serves individual clients, including high-net-worth individuals, as well as pension and profit-sharing plans. The firm offers discretionary portfolio management, financial planning, and pension consulting, using both fundamental and technical analysis with a long-term trading approach.
Based on TCP Asset Management, LLC
Fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
All Assets+: 2.00% maximum annual fee for Portfolio Management All Assets+: 2.00% maximum annual fee for Pension Consulting
IARs receive commissions for sale of investment products; commissions are not primary compensation source.
Hourly fees between $0 and $500 for pension consulting; between $0 and $1,000 for financial planning.
Fee-only: Negotiable fixed fees between $0 and $15,000 for financial planning and pension consulting plans.
3001 E Pershing Blvd, Suite 145
Cheyenne, WY 82001
Wyoming
TCP Asset Managment LLC
2020 - Present (6 years)
TCP Asset Management, LLC
2020 - Present (6 years)
United Planners' Financial Services of America a Limited Partner
2020 - Present (6 years)
Klinton Krieger
2017 - Present (9 years)
Wells Fargo Clearing Services
2016 - 2020 (4 years)
WELLS FARGO Advisors, LLC
2016 - 2016 (1 year)
Self Employed
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Cheyenne, WY
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