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Howard Robert Klieger
Chief Executive Officer at Walled Lake Planning & Wealth Management LLC
Howard Robert Klieger active positions
Companies | Position | Start | End |
---|---|---|---|
Walled Lake Planning & Wealth Management LLC
![]() Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities. | Chief Executive Officer | 01/01/2018 | - |
Founder | 01/01/2018 | - |
Career history of Howard Robert Klieger
Training of Howard Robert Klieger
Goizueta Business School-Emory | Masters Business Admin |
University of Buffalo School of Engineering & Applied Sciences | Undergraduate Degree |
Statistics
International
United States | 4 |
Operational
Chief Executive Officer | 1 |
Founder | 1 |
Masters Business Admin | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Walled Lake Planning & Wealth Management LLC
![]() Walled Lake Planning & Wealth Management LLC Investment ManagersFinance Walled Lake Planning & Wealth Management LLC (Walled Lake) is an independent, SEC-registered investment advisor headquartered in Highland Park, Illinois. The firm was founded by Howard R. Klieger in 2018. Walled Lake offers investment advice to individuals, pension and profit-sharing plans, 529 plans, trusts, estates, charitable organizations, corporations and other business entities. | Finance |