Donald Klosterman, financial advisor Tampa FL
73 score

Donald Klosterman

CRD Number: 1911986
Current Firm: Oneamerica Securities, Inc.

Donald Klosterman (CRD# 1911986) is an Investment Advisor Representative working at Oneamerica Securities, Inc. in Tampa, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
American United Life Saint Petersburg, FL May 2009 - Current 7
Oneamerica Securities Saint Petersburg, FL May 2009 - Current 7
Get-it-net, Inc. Saint Petersburg, FL Jun 2006 - Current 10
Oneamerica Securities St Petersburg, FL Aug 2006 - Feb 2009 2
American United Life St Petersburg, IN Jul 2006 - Feb 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2001
S66 NASAA Uniform Combined State Law Examination Oct 2002
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Regulatory Event
Get Details on the FINRA Advisor Check site
Contact Info for Donald L. Klosterman
Phone Number: 877-285-3863
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    137
    MILLIONS
  • Total Number of Accounts
    1,944
    ACCOUNTS
  • Average Account Value
    $70,683
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
73

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