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Robert Lawrence Kleber

Advance Capital Management Inc

Southfield, MI

CRD 3013331

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Employer firm

Advance Capital Management Inc CRD 110767

$4.98B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Advance Capital Management Inc

One Towne Square Suite 444, Southfield, MI 48076 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-11-14
MI RA APPROVED 2010-01-26
  • TX RA
    APPROVED
    Since 2016-11-14
  • MI RA
    APPROVED
    Since 2010-01-26

Branch Locations

One Towne Square Suite 444, Southfield, MI 48076 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Advance Capital Services, Inc. Southfield MI 09/1997 Present
Advance Capital Management, Inc. Southfield MI 09/1997 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-04-07
  • S63 Uniform Securities Agent State Law Examination
    1998-04-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

CORECAP ADVISORS
EAGLE STRATEGIES LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

NORMAN MILTON BALD
Jeffrey C Jones
Erin Michelle Hoestje

Nearby Offices

CORECAP ADVISORS · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI
EAGLE STRATEGIES LLC · SOUTHFIELD, MI

More in Southfield, MI

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