GK
CFP
GK
CFP
Gerald Klosterboer is a CFP-designated registered investment advisor, based in Zephyr Cove, NV, with 47 years of industry experience.
Location
295 Highway 50 Suite 7, Zephyr Cove, NV, 89448
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Gerald is a sole proprietor selling insurance since 2004. He is also a board member of the Kiwanis Club of Lake Tahoe, a non-profit organization, since 2006.
Employment History
Current Registrations
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Cetera Investment Advisers LLC
November 2020 - Present · 5 yrs 6 mos
Previous Registrations
First Allied Advisory Services, INC.
July 2012 - November 2020 · 8 yrs 4 mos
First Allied Securities, INC.
April 1996 - July 2012 · 16 yrs 3 mos
First Allied Securities, INC.Broker
December 1994 - September 2022 · 27 yrs 9 mos
First Affiliated SecuritiesBroker
May 1989 - December 1994 · 5 yrs 7 mos
First Affiliated Securities, INC.Broker
November 1984 - May 1989 · 4 yrs 6 mos
Prudential-Bache Securities INC.Broker
November 1983 - January 1985 · 1 yr 2 mos
Dean Witter Reynolds INC.Broker
August 1978 - December 1983 · 5 yrs 4 mos
State Registrations16 states
AZCACOFLIAIDNCNJNMNVORPASCTXUTWA
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.