William Kleinert

Employer firm

Florida Financial Advisors, LLC CRD 288811

$456M regulatory AUM 4,295 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 10/2021 → 04/2026
  Florida Financial Advisors
  Tampa, FL
• 04/2021 → 09/2021
  Doordash
  Milwaukee, WI
• 02/2021 → 04/2021
  Amazon
  Oak Creek, WI
• 08/2020 → 02/2021
  Kroger
  West Allis, WI
• 08/2019 → 01/2020
  Marquette University
  Milwaukee, WI
• 01/2020 → 07/2020
  Unemployed
  Milwaukee, WI
• 03/2018 → 08/2019
  Gnc
  Madison, WI
• 01/2019 → 05/2019
  Clf Asset Management
  Madison, WI
• 09/2016 → 12/2018
  University Of Wisconsin-Madison
  Madison, WI
• 06/2016 → 09/2016
  Cnc Links
  Manitowoc, WI
• 05/2017 → 09/2017
  Sprecher's Restaurant And Pub
  Madison, WI
• 05/2015 → 09/2016
  Expedite Development Llc
  Valders, WI
• 01/2022 → 04/2026
  Trinity Wealth Securities
  Tampa, FL
• 04/2026 → Present
  Florida Financial Advisors
  West Allis, WI
• 04/2026 → Present
  Trinity Wealth Securities, Llc
  West Allis, WI

Other Businesses

Florida Financial Advisors. Investment Related. West Allis, WI 53227. Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Florida Financial Insurance, LLC. Investment-Related. West Allis, WI 53227. Nature of Business: Insurance. Position: Independent Contractor. 04/2026. 10 hours per month during trading hours (approx.). Insurance producer involved in consumer sales. Trinity Wealth Securities, LLC. Investment Related. West Allis, WI 53227. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 04/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-08-19
• S65 Uniform Investment Adviser Law Examination
  2021-09-01

Other Names

• William Roland Kleinert