Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Dean Kluksdal is a financial advisor with Cetera Investment Advisers LLC, a firm that manages over $100 billion in assets. David has been in the industry since 2004 and has a strong background in financial planning and investment management. David holds the Series 6, 7, 63, and 65 licenses and the SIE designation. David has extensive experience working with individuals, businesses, and retirement plans. David's previous experience includes working with J.P. Turner & Company, LLC and Summit Brokerage Services, Inc. David is committed to providing personalized financial advice to help clients achieve their financial goals.
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 8/19/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/24/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2008
Series 7 - General Securities Representative Examination
BC
Issued 9/20/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Kluksdal is the right advisor for you? Invested Better is here to help.
