A complete list of active advisors currently associated with Klopp Investment Management LLC
Warmer can help you find a great advisor at Klopp Investment Management LLC or one who fits your needs even better.
Klopp Investment Management LLC provides discretionary portfolio management and financial planning services primarily to individual clients, including high‑net‑worth individuals. The firm manages investment accounts and delivers ongoing advisory services tailored to each client's objectives. Klopp generally charges fees based on a percentage of assets under management and conducts periodic reviews to monitor portfolios and adjust allocations as client needs change. The firm implements customized investment strategies and executes trades in line with clients' risk profiles and investment guidelines. What distinguishes Klopp from many peers is that it advertises historical performance results to prospective clients, a practice that is uncommon among similar advisers. With two advisors managing just under 90 client relationships and approximately $110 million in assets, the firm combines a small‑advisor structure with publicly disclosed performance information.
To learn more about the advisors currently working at Klopp Investment Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cleveland, OH
| 29
| |
Cleveland, OH
| 40
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)