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RIA / WealthAdvisor25 years in industry

James Robert Klomparens

Advisor at WELLTH ADVISORY SERVICES, LLC

SHOREWOOD, IL | Northville, MI

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WELLTH ADVISORY SERVICES, LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 11, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Dec 11, 2000
First registration: Feb 10, 2005
Dual registered: no
Other names: JIM KLOMPARENS
IAPD individual key: 1702830

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WELLTH ADVISORY SERVICES, LLC	Institutional manager	Jan 1, 2025	n/a	yes	SHOREWOOD, IL\|Northville, MI	Current employment
GLOBAL RETIREMENT PARTNERS LLC	Institutional manager	Mar 16, 2020	Jul 5, 2024	no	SAN RAFAEL, CA\|Northville, MI	Previous registration
CHESME CAPITAL MANAGEMENT	Former SEC adviser	Oct 8, 2010	Nov 22, 2010	no	GRAND RAPIDS, MI	Previous registration
STANCORP INVESTMENT ADVISERS, INC.	Other adviser	Jan 1, 2007	Feb 7, 2008	no	PORTLAND, OR	Previous registration
INVESMART ADVISORS INC	n/a	Feb 10, 2005	Jan 1, 2007	no	CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GLOBAL RETIREMENT PARTNERS LLC	WELLTH ADVISORY SERVICES, LLC	Jul 5, 2024	Jan 1, 2025	180	Bulk transfer	Other
CHESME CAPITAL MANAGEMENT	GLOBAL RETIREMENT PARTNERS LLC	Nov 22, 2010	Mar 16, 2020	3,402	Firm change after gap	Other
STANCORP INVESTMENT ADVISERS, INC.	CHESME CAPITAL MANAGEMENT	Feb 7, 2008	Oct 8, 2010	974	Firm change after gap	Other
INVESMART ADVISORS INC	STANCORP INVESTMENT ADVISERS, INC.	Jan 1, 2007	Jan 1, 2007	0	Firm change	Other

Relationships

Registered with (5)

→ WELLTH ADVISORY SERVICES, LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ GLOBAL RETIREMENT PARTNERS LLCRegistered adviserregistration: previous registration
Mar 16, 2020 to Jul 5, 2024factForm ADV
→ CHESME CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Oct 8, 2010 to Nov 22, 2010factForm ADV
→ STANCORP INVESTMENT ADVISERS, INC.Registered adviserregistration: previous registration
Jan 1, 2007 to Feb 7, 2008factForm ADV
→ INVESMART ADVISORS INCRegistered adviserregistration: previous registration
Feb 10, 2005 to Jan 1, 2007factForm ADV

Dated events

No dated event names this entity yet.