Network origin in Erin L. Klingbeil first degree
Entity | Entity type | Industry | |
---|---|---|---|
Chronim Investments, Inc.
Chronim Investments, Inc. Investment ManagersFinance Chronim Investments, Inc. (dba Snider Advisors) is an independent SEC-registered asset management firm headquartered in Irving, Texas. The firm was founded by Kimberly Snider in 2002. Snider Advisors manages the assets of individual and institutional clients.
1
| Private Company | Investment Managers | 1 |
Ameriprise Financial Services LLC
Ameriprise Financial Services LLC Investment Banks/BrokersFinance Ameriprise Financial Services LLC (AFS) is a registered broker-dealer headquartered in Minneapolis, Minnesota. The firm was founded in 1971 and is a subsidiary of AMPF Holding Corp., which is owned by Ameriprise Financial, Inc. (NYSE: AMP). AFS offers brokerage services that enable clients to invest in many different types of investments including mutual funds, stocks, bonds, exchange traded products, unit investment trusts, annuities and alternative investments.
1
| Subsidiary | Investment Banks/Brokers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Erin L. Klingbeil via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Canterbury Consulting, Inc.
Canterbury Consulting, Inc. Investment ManagersFinance Canterbury Consulting, Inc. provides investment advisory services. Its services include institutional advisory, outsourced and discretionary management and wealth management. The company was founded by Robinson Cluck in 1998 and is headquartered in Newport Beach, CA. | Investment Managers | Corporate Officer/Principal | |
The University of Texas at Austin | College/University | Undergraduate Degree | |
University of California, Santa Barbara | College/University | Undergraduate Degree | |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Investment Trusts/Mutual Funds | Corporate Officer/Principal | |
Mission Wealth Management LP
Mission Wealth Management LP Investment ManagersFinance Mission Wealth Management LP (MWM) is a SEC-registered investment advisor headquartered in Santa Barbara, California. The firm was founded in 2000 by Seth Streeter and Brad Stark. MWM provides investment advice to affluent individuals/families, pension/profit sharing plans, trusts, estates, and charitable organizations. | Investment Managers | Corporate Officer/Principal | |
Lido Advisors LLC
Lido Advisors LLC Investment ManagersFinance Lido Advisors LLC (Lido) is an independent, SEC-registered wealth advisory firm headquartered in Los Angeles, California. The firm was founded by Gregory Kushner in 1999 as Lido Advisors, Inc. Lido creates bespoke investment and wealth management strategies for a range of high-net-worth individuals and families. | Investment Managers | Portfolio Manager-Equities | |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Investment Managers | Corporate Officer/Principal |
Statistics
International
United States | 8 |
Sectoral
Finance | 5 |
Consumer Services | 3 |
Miscellaneous | 2 |
Operational
Corporate Officer/Principal | 5 |
Portfolio Manager-Equities | 2 |
Undergraduate Degree | 2 |
Trading-Equity | 1 |
Portfolio Manager-Fixed Income | 1 |
Most connected contacts
Insiders | |
---|---|
Long N. Tran | 6 |
Tom H. Doan | 3 |
- Stock Market
- Insiders
- Erin L. Klingbeil
- Company connections