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Klinton Krieger

Advisor at TCP Asset Management, LLC — Cheyenne, WY

Updated today

Credentials

Series 66

Experience

10 years

Location

Cheyenne, WY 82001

TCP Asset Management, LLC logo

TCP Asset Management, LLC

Team

Total advisors

25

Across 11 offices

Clients per advisor

89 High

Avg AUM per client

$532,513 Low

HNW client ratio

13% Low

About

Klinton Krieger is a financial advisor at TCP Asset Management, LLC with 10 years of industry experience. He holds the Series 66 designation and has worked at TCP Asset Management since 2020. Prior to that, he was with Wells Fargo Clearing Services and Wells Fargo Advisors. Krieger is also licensed as a non-variable insurance agent. TCP Asset Management serves individuals, high-net-worth clients, and pension and profit-sharing plans, providing portfolio management, financial planning, pension consulting, and estate-planning referrals through a digital platform. The firm manages accounts primarily on a discretionary basis, tailoring strategies to client goals and utilizing multiple sub-advisers and platforms.

Client services

Based on TCP Asset Management, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on TCP Asset Management, LLC

Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on TCP Asset Management, LLC

Founder/Business Owner

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Fee options

Fixed

Fixed fees between $0 and $15,000 for financial planning and pension consulting plans

Percentage

$0+: up to 2.00% annual advisory fee on all assets under management $0 - $100,000: 0.25% annual Billing and Administration Fee (asset-based portion) on Schwab accounts $100,001 - $5,000,000: decreasing asset-based Billing and Administration Fee down to 0.07% annual on assets over $5,000,000 on Schwab accounts

Commissions

Registered representatives may receive commissions on sale of investment products; not primary compensation for advisory services

Project-based

Hourly fees between $0 and $1,000 for financial planning and $0 to $500 for pension consulting

Other

Minimum fee: Fixed monthly Billing and Administration Fee of $8.33 per account on Schwab accounts Fee-only: Fixed fees for financial planning and pension consulting plans between $0 and $15,000, hourly fees between $0 and $1,000 for financial planning and $0 to $500 for pension consulting

Location

See office

Cheyenne, WY

3001 E Pershing Blvd, Suite 145

Cheyenne WY 82001

Advisors at this office

1

Most active in

Wyoming

Work history

10 years of industry experience

TCP Asset Managment LLC

2020 - Present • 6 years

Cheyenne, WY

TCP Asset Management, LLC

2020 - Present • 6 years

Cheyenne, WY

United Planners' Financial Services of America a Limited Partner

2020 - Present • 6 years

Scottsdale, AZ

Klinton Krieger

2017 - Present • 9 years

Cheyenne, WY

Wells fargo Clearing Services

2016 - 2020 • 4 years

Cheyenne, WY

WELLS FARGO Advisors, LLC

2016 - 2016 • 1 year

Cheyenne, WY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jonas C

Series 66

Cheyenne, WY

Net Income LLC

Jonas Champion is the sole advisor at Net Income LLC in San Rafael, CA, holding a Series 66 designation with 17 years of industry experience. He is the 100% owner of Sprout Sprawl LLC and JTC International, businesses he has operated concurrently with his advisory role. Net Income LLC provides advisory and financial planning services primarily to individual clients, trusts, estates, and business entities. The firm offers tailored, one-on-one consulting engagements and refers clients to third-party money managers for ongoing portfolio management, generally without exercising discretionary authority over client accounts.

Equity Recipients (RS/RSU, SOP, ESPP) Private / alternative investments Real estate investing Annuities Options & derivatives strategies
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Jennifer F

Series 65

Cheyenne, WY

Para Capital Group, LLC

Jennifer Forster is a financial advisor at PARA Capital Group, LLC, holding a Series 65 credential with one year of industry experience. Her prior roles include positions at Heritage Holdings, EPIQ Capital Group, and Hall Capital Partners. PARA Capital Group provides family office coordination, financial planning, and investment advisory services to individuals and families with complex financial lives. The firm offers collaborative, non-discretionary consulting and emphasizes diversified, passive-oriented liquid portfolios while coordinating among various professional advisors to manage clients' comprehensive financial needs.

Family Business Private / alternative investments Wealth management Cash flow / budgeting
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Miranda E

CFP®, Series 63, Series 65

Cheyenne, WY

Ball & Company

Miranda Eisele is a financial advisor at Ball & Company in Cheyenne, WY, holding a CFP® designation along with Series 63 and Series 65 licenses. She has 14 years of industry experience, including nine years with the firm under its former name, REED & BALL, INC. Eisele has been with Ball & Company since 2012, continuing through its transition to its current form in 2021. Ball & Company Wealth Management serves individual clients, including high net worth households, as well as corporations and business entities, providing comprehensive financial planning, consulting, and discretionary investment management. The firm manages approximately $203 million in assets and employs a multifaceted investment approach incorporating fundamental, technical, and cyclical analysis.

Wealth management Retirement plans for business owners (SEP, solo 401k) Active portfolio management Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar

Rosalyn B

Series 63, Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Rosalyn Baker is a financial advisor with RW Baker Wealth Management Group LLC in Cheyenne, Wyoming. She holds Series 63 and Series 65 licenses and has 43 years of industry experience. Her prior roles include positions at Purshe Kaplan Sterling Investments, Inc. and RBC Capital Markets Corporation. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts and estates. The firm manages all assets on a non-discretionary basis with an emphasis on diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
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Candice W

Series 65

Cheyenne, WY

RW Baker Wealth Management Group LLC

Candice Wisdom is a financial advisor with RW Baker Wealth Management Group LLC, holding a Series 65 designation and two years of industry experience. She previously worked at Purshe Kaplan Sterling Investments and has experience in the hospitality industry, including a role at Altitude Chophouse & Brewery. Candice is also a Notary Public for the State of Wyoming. RW Baker Wealth Management Group provides investment management, comprehensive financial planning, and limited-scope consulting to individuals, high-net-worth clients, and trusts. The firm manages portfolios on a non-discretionary basis, emphasizing broad diversification, tax efficiency, and low-cost investment options.

Concentrated stock management Charitable giving & philanthropy
user avatar

Jillianne W

Series 63, Series 66

Cheyenne, WY

Stonex Advisors Inc.

Jillianne Wilkinson is a financial advisor with StoneX Advisors Inc. in Cheyenne, Wyoming, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has worked at StoneX Advisors since 2017 and has held roles at related firms, including StoneX Securities and Synergy Investment Group. Outside of her advisory work, she instructs Federal Retirement Benefits classes for local federal employees and is involved as Deputy Manager and Secretary Treasurer of RTS Enterprises, LLC, which supports a martial arts school. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and ERISA plan consulting. The firm utilizes a range of advisor-managed and model-based investment strategies supported by multiple platforms and offers integrated clearing, custody, and lending services through its affiliation with StoneX Group.

ESG / Sustainable investing
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