Madeline
Kleinman
Crusonia Wealth Advisors LLC
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About this Advisor
Madeline Kleinman is a financial advisor based in Denver, Colorado, working with Crusonia Wealth Advisors LLC. Madeline has previously held positions at High School For Health Careers And Sciences Nyc Dept Of Educatio, Pro Unlimited Inc, Dba Houghton Miffin Harcourt, Charles Schwab & Co., Inc, Charles Schwab Bank, Private Capital Management, Junior Achievement- Rocky Mountain, Addition Wealth, and Crusonia Wealth Advisors LLC. Madeline has passed the Series 66 regulatory exam and is registered to provide services in Colorado. Currently, Madeline is part of Crusonia Wealth Advisors LLC, which operates out of Denver, Colorado. The firm has 11 employees and manages assets totaling $161.3 million. The firm serves high-net-worth clients and offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Crusonia Wealth Advisors LLC is asset-based.
Certifications and Registrations
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Crusonia Wealth Advisors LLC Brokerage Details
$161,347,493
11
230
$701,511
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Madeline Kleinman Work History
Crusonia Wealth Advisors LLC
Private Capital Management
Junior Achievement- Rocky Mountain
Addition Wealth
Charles Schwab Bank
Charles Schwab & Co., Inc
Pro Unlimited Inc, Dba Houghton Miffin Harcourt
High School For Health Careers And Sciences Nyc Dept Of Educatio
Disclosures
Please visit the SEC profile of Madeline Kleinman 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 Crusonia Wealth Advisors LLC
Denver, CO
Castle Rock, CO
Castle Rock, CO
Denver, CO
Wauwatosa, WI
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