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Kirby Reed Kleinsmith

Kleinsmith Resource Management, LLC

Bend, OR

CRD 4131458

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Employer firm

Kleinsmith Resource Management, LLC CRD 164545

$8.33M regulatory AUM 11 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Kleinsmith Resource Management, Llc

Bend, OR • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2012-07-10
  • OR RA
    APPROVED
    Since 2012-07-10

Branch Locations

Bend, OR • 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
Irwin Investments, Llc. Bend OR 01/2006 Present
Kleinsmith Resource Management Llc Bend OR 06/2012 Present
Previous Registrations
  • 2006-07-10 → 2009-10-13
    Valentine Ventures, Llc
    Bend, OR
  • 2006-01-03 → 2006-07-10
    Irwin Investments, Llc
    Bend, OR
  • 2003-12-10 → 2005-12-31
    Transamerica Financial Advisors, Inc.
    Bend, OR
  • 2003-02-28 → 2003-09-22
    Msi Financial Services, Inc.
    Bend, OR
Other Businesses

SKI INSTRUCTOR AT MT. BACHELOR SKI RESORT

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2002-11-20
S63 Uniform Securities Agent State Law Examination 2000-04-04
  • S65 Uniform Investment Adviser Law Examination
    2002-11-20
  • S63 Uniform Securities Agent State Law Examination
    2000-04-04
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant

View on SEC IAPD

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