JK
JK

John Vance Kloster

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
285 clients
Average Client Portfolio
$398K average
Assets Under Management
$113.5M

Fee Structure

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Location

31550 Northwestern Hwy, Suite 101, Farmington Hills, MI, 48334

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

John is the owner and sole employee of Kloster Capital Management, LLC, which will be used to accept compensation from Regal. He is also a passive investor in Bryllan LLC and Topical Pain Relief.

Employment History
Current Registrations
Regal Advisory Services, INC.
August 2016 - Present · 9 yrs 6 mos
Previous Registrations
Kloster Capital Management,l.l.c.
May 2010 - August 2017 · 7 yrs 3 mos
State Registrations2 states
AZMI
Advisor
Exams
No exam information available for this advisor.
John Vance Kloster - Financial Advisor | TrueAdvisor