AK
CFP · ChFC
AK
CFP · ChFC

Anona Klabo

27 Years of Experience
Silverdale, WA
Broker

Anona Klabo is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Silverdale, WA, with 27 years of industry experience. Anona is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10458 advisors
IM Fee
Planning only
Assets Under Management
$256.8B
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Location

10488 Silverdale Way Nw, Silverdale, WA, 98393

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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

Anona is the 100% owner of a rental property, dedicating minimal time to this activity.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2014 - Present · 12 yrs 9 mos
Cetera Investment Services LLCBroker
July 2005 - Present · 21 yrs 3 mos
Cetera Investment Services LLC
July 2005 - Present · 21 yrs 3 mos
Previous Registrations
Cetera Investment Services LLC
July 2005 - January 2014 · 8 yrs 6 mos
Harborstone Investment Services
August 2003 - July 2005 · 1 yr 11 mos
Dominion Investor Services, INC.Broker
August 2003 - July 2005 · 1 yr 11 mos
American Express Financial Advisors, INC.
July 1999 - August 2003 · 4 yrs 1 mo
American Express Financial Advisors INC.Broker
April 1999 - August 2003 · 4 yrs 4 mos
Ids Life Insurance CompanyBroker
April 1999 - August 2003 · 4 yrs 4 mos
State Registrations6 states
AZCAFLIDORWA
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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