Aaron M Klemm

Employer firm

Independent Financial Partners CRD 125112

$16.3B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• NON-DISCRETIONARY INVESTMENT ADVICE

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 01/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI
• 08/2011 → 01/2017
  Bank Of America, N.A.
  Grand Rapids, MI
• 01/2017 → 05/2019
  Lpl Financial Llc
  Grand Rapids, MI
• 01/2017 → Present
  Independent Financial Partners
  Grand Rapids, MI
• 05/2019 → Present
  Ifp Securities, Llc
  Grand Rapids, MI

Previous Registrations

• 2010-11-24 → 2017-01-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Grand Rapids, MI

Other Businesses

(1)1/13/17- Inflection Point Wealth Management LLC- Inv. Related- at reported business location(s)- 100%. (2) AK25 Consulting LLC – not investment related – 2350 Belmont Center Drive Northeast, Suite 400, Belmont, MI 49306 – referral and marketing services for third-party tax-strategy providers – owner – start date Aug 7, 2026 – 4 hours/month – passively introduces parties to third-party providers and receives a referral fee when an introduction results in an engagement; no investment advice, securities activities, solicitation, or handling of client funds

Exams

• S66 Uniform Combined State Law Examination
  2010-11-22

Designations

• Certified Financial Planner