Richard
Klenk

Alliant Retirement Consulting

CRD#6137923
Investment Advisor
in Alpharetta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Richard Klenk is a financial advisor based in Alpharetta, Georgia, working with Alliant Retirement Consulting. Richard has previously held positions at Pfs Investments Inc, Primerica Financial Services, Universal Weather & Aviation, American Jet International, Bbva, Pnc Investments LLC, Alliant Retirement Consulting, Cetera Advisor Networks, and Alliant Insurance Services, Inc. Richard has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Richard is part of Alliant Retirement Consulting, which operates out of Alpharetta, Georgia. The firm has 8 offices and 23 employees. The firm manages assets totaling $144.0 million and offers pension consulting services. The fee structure at Alliant Retirement Consulting includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

1125 Sanctuary Parkway Suite 300
Alpharetta, GA 30009

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Alliant Retirement Consulting Brokerage Details

Total Assets Under Management

$144,000,000

GA Average: $3,570,121,308
Total Number of Employees

23

GA Average: 58
Total Number of Accounts

47

GA Average: 1,608
Average Account Size

$3,063,830

GA Average: $2,220,225

Investment Advisory Services

  • Pension consulting services

Richard Klenk Work History

2024 - Present (1 year)

Cetera Advisor Networks

2023 - Present (2 years)

Alliant Retirement Consulting

2023 - Present (2 years)

Alliant Insurance Services, Inc

2021 - 2021 (< 1 year)

Bbva

2021 - 2023 (2 years)

Pnc Investments LLC

2016 - 2017 (1 year)

American Jet International

2014 - 2021 (7 years)

Pfs Investments Inc

2012 - 2021 (9 years)

Primerica Financial Services

2011 - 2014 (3 years)

Universal Weather & Aviation

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Richard Klenk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Alliant Retirement Consulting

Shakeil Becker
Seattle, WA
Matthew Graser
New York, NY
Robert Knowles
Oklahoma City, OK
Andrew Denler
New York, NY
Ryan Barnett
Alpharetta, GA
Jonathan Taporco
Austin, TX
Matthew Webb
Fresno, CA
Julia Mendak
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started