David Kluksdal is a registered investment advisor, based in Boise, ID, with 21 years of industry experience.
Location
6663 N Glenwood St, Boise, ID, 83714
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Regulatory History (1)
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Customer Dispute
July 2025Pending
Other Business ActivitiesSells Insurance
David is involved in several business activities, including real estate ownership through Capital Asset Properties, LLC and RSK, LLC, and operating entities for branch offices. He also dedicates a few hours per week to health, life, and disability insurance sales.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Cetera Investment Advisers LLC
October 2015 - Present · 10 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Cetera Advisor Networks LLC
December 2019 - March 2020 · 3 mos
Summit Financial Group INC
September 2019 - May 2021 · 1 yr 8 mos
Summit Brokerage Services, INC.Broker
September 2015 - September 2019 · 4 yrs
J P Turner & Company Capital Management, LLC
August 2011 - December 2015 · 4 yrs 4 mos
J.P. Turner & Company, L.L.C.Broker
March 2010 - September 2015 · 5 yrs 6 mos
Gunnallen Financial, INCBroker
January 2009 - March 2010 · 1 yr 2 mos
The O.N. Equity Sales CompanyBroker
September 2004 - January 2009 · 4 yrs 4 mos
State Registrations19 states
AKALAZCACOIDILMDMOMTNVOHORSCTXUTVAWAWY
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.