Brian Timothy Klimke
Analyst-Fixed Income at Cetera Investment Management LLC
Profile
Mr. Brian T.
Klimke, CFA, is an Investment Director at Cetera Investment Management LLC.
He is primarily responsible for managing Cetera Investment Management’s Investor Strategy Group, producing timely, rigorous analysis of key economic and financial market events.
Mr. Klimke publishes market commentaries and communications for advisors, investors and the media.
He has more than 15 years of experience in investment oversight, monitoring and investment platform positioning.
Before joining Cetera Investment Management, Mr. Klimke served as director of investment research at Transamerica, where he played an integral role in the development of the Transamerica Financial Advisors’ asset allocation models and proprietary ETF portfolios.
He has worked in the financial services industry since 1999.
He earned his Bachelor's degree in Business Administration, majoring in Finance, Investment and Banking from the University of Wisconsin-Madison with a specialization in International Business.
He holds the Series 7, 24, 27, 63 and 87 securities registrations and is a CFA charter holder.
Brian Timothy Klimke active positions
| Companies | Position | Start |
|---|---|---|
Cetera Investment Management LLC
 Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Analyst-Fixed Income | 2015-06-30 |
Former positions of Brian Timothy Klimke
| Companies | Position | End |
|---|---|---|
Transamerica Financial Advisors, Inc.
 Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Director of Research - Equity | 2013-09-30 |
Training of Brian Timothy Klimke
| University of Wisconsin | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Cetera Investment Management LLC
Cetera Investment Management LLC Investment ManagersFinance Founded in 2012, Tower Square Investment Management LLC (TSIM) is a registered investment advisor located in El Segundo, California. The firm is a subsidiary of Cetera Financial Group, Inc. and their ultimate parent is RCS Capital Corp. (OTCMKTS: RCAP). Tower Square provides services to other investment advisers, broker-dealers, and their clients. They do not contract directly with individual investors. Instead, they are hired by related firms to provide management services to their clients. TSIM's strategies are mostly used as a foundation for another investment advisors' advisory programs. | Finance |
Transamerica Financial Advisors, Inc.
Transamerica Financial Advisors, Inc. Investment ManagersFinance Transamerica Financial Advisors, Inc. (TFA) is a dually registered investment advisor and broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1991 and is directly owned by AUSA Holding LLC, ultimately held by AEGON NV (NYSE: AEG, AMS: AGN), an international life insurance, pensions and asset management company based in The Netherlands. TFA provides investment advisory services to individuals, employer retirement plans, corporations or other businesses, trusts, estates and charitable organizations. | Finance |
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