Edmund Kloske
Edmund Kloske is a registered investment advisor at Cetera Investment Advisers LLC, based in Mechanicsburg, PA, with 32 years of industry experience. Edmund operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3907 Brookridge Dr., Mechanicsburg, PA, 17055
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Edmund sells equity indexed annuities through Avantax Insurance Agency LLC, dedicating a few hours per week. He also holds a board position with the Havanese Club of America, spending minimal time, and provides IT consulting services as a Certified Computer Professional, spending a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations11 states
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