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Overview

Services

Advisor Services

  • Financial Planning

  • Pension Consulting

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Wallington Asset Management 8 years, 9 months Dec 2010 - Present
PESG 3 months Sep 2010 - Dec 2010
MSU 4 years Aug 2006 - Aug 2010
Are You
Daniel Robert Klemkosky?
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Designations & Memberships

  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jun 13, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Wallington Asset Management

Last updated on June 29, 2016
    • $587.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 569
      Accounts
    • $1.0M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
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