Annie Claire Klopstock

Employer firm

Burton Enright Welch CRD 118376

$1.55B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• 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

• 06/2019 → 05/2021
  Tantardinos
  Lake Almanor, CA
• 12/2019 → 01/2020
  The Coop
  Lafayette, CA
• 02/2021 → 05/2021
  Ucsf Medicine
  San Francisco, CA
• 06/2021 → 02/2022
  Tandem Investment Advisors
  Charleston, SC
• 10/2011 → 05/2021
  Education - Junior High, High School And University
  Walnut Creek, CA
• 02/2022 → 05/2024
  Tandem Investment Advisors
  Charleston, SC
• 06/2024 → Present
  Burton Enright Welch
  Walnut Creek, CA

Previous Registrations

• 2021-10-13 → 2024-05-02
  Tandem Investment Advisors Inc
  Charleston, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-10-04