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John Vance Kloster

Regal Advisory Services, Inc.

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About John Vance Kloster

John Kloster is an investment advisor representative with Regal Advisory Services, Inc. John has been in the financial industry since 1983. John currently holds investment advisor registrations in Arizona and Michigan. John has experience in financial planning, educational seminars and selection of other advisors. John is a registered representative of Regal Advisory Services, Inc.

Firm Information

John Kloster is currently registered with Regal Advisory Services, Inc.. Regal Advisory Services, Inc. is an investment advisor based in GLENVIEW, IL. They offer a variety of services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and corporations. The firm manages approximately $108.8 million in assets for 284 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. They have a team of 24 investment adviser representatives and 21 registered representatives.
Regal Advisory Services, Inc.

950 NORTH MILWAUKEE AVENUE

GLENVIEW, IL 60025-3771

$108.84M

Assets Under Management

1

Total Clients

24

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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John Kloster’s Registration & Firm History

MI

08/15/2016 - Present

Regal Advisory Services, Inc. (Farmington Hills MI)

MI

05/15/1990 - 07/17/1995

J.W. KORTH & COMPANY (LANSING MI)

MI

04/03/1990 - 05/15/1990

J. W. KORTH & COMPANY (FARMINGTON HILLS MI)

NA

12/03/1986 - 11/04/1989

MANUFACTURERS HANOVER SECURITIES CORPORATION

NA

07/29/1983 - 01/24/1986

J.W. KORTH & COMPANY, INC.

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Licenses & Designations

IA

Issued 04/27/2010

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/20/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/1987

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 12/29/1986

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/03/1985

Series 24 - General Securities Principal Examination

BC

Issued 07/16/1983

Series 27 - Financial and Operations Principal Examination

BC

Issued 12/14/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for John Vance Kloster.
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