GK
GK

Gary Klossner

27 Years of Experience
Rolla, MO
1 DisclosureBroker

Gary Klossner is a registered investment advisor at Edward Jones, based in Rolla, MO, with 27 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
24113 advisors
Number of Clients
4,069,320 clients
Average Client Portfolio
$249K average
Assets Under Management
$1013.6B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.40%

The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

700 W 2nd Ste A, Rolla, MO, 65401

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2002
Closed-No Action
Other Business Activities

Gary co-owns and drives for Klossner Race Team, spending a few hours per week on maintenance and driving, primarily on weekends and some nights. He also works as a farm hand, spending about a quarter of his time feeding and monitoring cattle, transporting them to sale, and providing medical care.

Employment History
Current Registrations
Edward Jones
November 1999 - Present · 26 yrs 11 mos
Edward JonesBroker
May 1999 - Present · 27 yrs 5 mos
State Registrations25 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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