AK
CFP · ChFC
AK
CFP · ChFC

Anona Klabo

26 Years of Experience
Tacoma, WA
Broker

Anona Klabo is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Tacoma, WA, with 26 years of industry experience. Anona 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

1722 S Union Ave, Tacoma, WA, 98405

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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 4 mos
Cetera Investment Services LLC
July 2005 - Present · 20 yrs 10 mos
Cetera Investment Services LLCBroker
July 2005 - Present · 20 yrs 10 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 Registrations5 states
AZFLIDORWA
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.
Anona Klabo - Financial Advisor | TrueAdvisor