Investment adviser representative · Walled Lake Planning & Wealth Management, LLC
Louis B. Klieger
CRD 6521252 · Highland Park, IL
At a glance
Louis B. Klieger is an investment adviser representative with Walled Lake Planning & Wealth Management, LLC in Highland Park, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Louis’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Walled Lake Planning & Wealth Management, LLCSince January 2019Highland Park, IL · $732M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Louis’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Walled Lake Planning & Wealth Management, LLC
- Noel A. CooperHighland Park · Certified Financial Planner
- Howard R. KliegerHighland Park
- Blake S. ScieraHighland Park
- Zachary H. WaltersHighland Park · Certified Financial Planner
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