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Overview

Services

Advisor Services

  • 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
Kleossum, Inc. 6 years, 6 months Jun 2010 - Present
Strategic Point Securities, LLC 7 years, 1 month May 2003 - Jun 2010
Strategic Point Investment Advisors LLC 7 years, 5 months Jan 2003 - Jun 2010
Strategic Point Retirement Plan Services LLC 3 years, 11 months Jan 2003 - Dec 2006
Strategic Point Insurance Services 7 years, 6 months Dec 2002 - Jun 2010
Progressive Financial Strategies LLC 16 years, 1 month Nov 2000 - Present
Financial Strategies, Inc. 25 years, 4 months Aug 1991 - Present
Are You
David Francis Brochu?
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Designations & Memberships

Membership information not available

Articles and Answers

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Oct 3, 2014
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    2
  • as of date
    Jan 1, 2015
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Kleossum, Inc.

Last updated on June 17, 2013
    • $35.0M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 95
      Accounts
    • $368.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Percentage Under Advisement
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