Alex Klingensmith has been President of Intelligence Driven Advisers since November 2018, is a control person of the firm and directly owns under 5% of it. Alex Klingensmith holds a Bachelor's degree from California State University San Marcos.
Intelligence Driven Advisers, LLC is a Carlsbad, CA firm with $882M under management, 660 clients and 11 advisers across 2 offices, as of its March 2026 filing.
Alex Klingensmith is Partner and President of Intelligence Driven Advisers, based in Carlsbad, CA. He began his financial services career in 2005. He became the firm's first Partner, served as Senior Wealth Adviser, rose into the COO role, and is now President, still working directly with many clients.
Alex Klingensmith’s longest registration is the current one, 7 years at Intelligence Driven Advisers since 2019. Before joining Intelligence Driven Advisers in 2019, Alex Klingensmith was registered through Labrum Wealth Management, LLC.
- – present · 7 yearsCarlsbad, CA · Adviser representative · Firm CRD 299589
- Labrum Wealth Management, LLC– · 6 yearsCarlsbad, CA · Adviser representative · Firm CRD 150734
Professional designations
Listed by Intelligence Driven Advisers
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Alex Klingensmith is registered as an investment adviser representative in California, since January 2019.
- CaliforniaSince 3 January 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 September 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 2011 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 October 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 5976863
- Firm
- Intelligence Driven Advisers · CRD 299589
- Role
- President
- Office
- 2792 GATEWAY ROAD, Carlsbad, CA 92009
- Registration
- Investment adviser registration
- In the industry since
- September 2012
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- idawealth.com
Where does Alex Klingensmith work?
Alex Klingensmith has been President of Intelligence Driven Advisers, LLC since November 2018, and is a control person of the firm.
Is Alex Klingensmith a financial advisor?
Yes. Alex Klingensmith has a current investment-adviser registration in California, through Intelligence Driven Advisers since January 2019.
How many years of experience does Alex Klingensmith have?
Alex Klingensmith has 14 years in the financial industry, since September 2012, across 2 adviser firms.
What exams has Alex Klingensmith passed?
Alex Klingensmith has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in October 2011.
Where is Alex Klingensmith based?
Alex Klingensmith’s registered office is in Carlsbad, CA.
Is Alex Klingensmith registered with FINRA?
No. Alex Klingensmith has no current broker registration.
Is Alex Klingensmith a CFP?
Intelligence Driven Advisers lists Alex Klingensmith with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Alex Klingensmith’s record?
Search CRD 5976863 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Klingensmith’s full registration record.
