Advisor at International Assets Investment Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lamar, MO 64759
Credentials
CFP®, Series 63, Series 65
Industry experience
31 years
Jerry Klusener Jr. is a CFP®-certified financial advisor with 31 years of industry experience. He is currently with International Assets Investment Management, LLC and has worked there since 2017. Prior to that, he was with Prospera Financial Services, Inc. from 2011 to 2017. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities through a national network of independent adviser representatives. The firm offers customized, long-term portfolio management using mutual funds, ETFs, equities, and fixed income, with options for third-party money managers and standalone financial planning.
Based on International Assets Investment Management, LLC
Based on International Assets Investment Management, LLC
Negotiated fixed fees for financial planning engagements based on expected hours
$0+: Up to 3.00% annually (negotiable, customized fees) $50,000+: Fee related to retirement plan advisory fees up to 3.00% annually (negotiable)
Up to $500 per hour for financial planning services
Account minimum: $50,000 Fee-only: Fee-only for Wrap Fee Programs via third parties (RBC Advisor, RBC Unified Portfolio, RBC Consulting Services)
802 Gulf Street
Lamar, MO 64759
Missouri
International Assets Advisory, LLC
2017 - Present (9 years)
Prospera Financial Services, inc.
2011 - 2017 (6 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 65
Lamar, MO
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CFP®, Series 66
Lamar, MO
Edward Jones
Chad Webber is a CFP® professional with seven years of experience in the financial industry, currently serving as a financial advisor at Edward Jones since 2019. His prior work experience includes roles at Thrivent Financial and Thrivent Investment Management Inc. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory strategies supported by a nationwide network of over 23,000 financial advisors.
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