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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Kluksdal is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since September 2004. David is registered as a broker-dealer and an investment advisor in several states and holds the Series 6, 7, 63 and 65 licenses as well as the SIE. David has been involved in financial services with other companies including Summit Brokerage Services, Inc., J.P. Turner & Company, L.L.C. and Gunnallen Financial, Inc. David is dedicated to providing financial advice to clients in areas such as portfolio management for individuals and businesses, financial planning and pension consulting. David focuses on serving high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
ID
06/29/2023 - Present
Cetera Investment Advisers LLC (Boise ID)
ID
09/09/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (BOISE ID)
ID
03/26/2010 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (BOISE ID)
ID
01/26/2009 - 03/30/2010
GUNNALLEN FINANCIAL, INC (BOISE ID)
ID
09/21/2004 - 01/15/2009
THE O.N. EQUITY SALES COMPANY (BOISE ID)
IA
Issued 08/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 09/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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