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Palmer Vern Klaas

Cetera Advisor Networks LLC

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About Palmer Vern Klaas

Palmer Vern Klaas is a financial advisor with over 30 years of experience in the industry. Palmer has held various roles at firms such as Regulus Financial Group, LLC, Regulus Advisors, LLC, American Portfolios Financial Services, Inc., Sagepoint Financial, Inc., and Bates Securities, Inc.. Palmer currently holds licenses for series 7, Series 24, Series 63, and SIE. Palmer currently works for Cetera Advisor Networks LLC and is registered with FINRA and the state of Illinois.

Firm Information

Palmer Klaas is currently registered with Cetera Advisor Networks LLC. Cetera Advisor Networks LLC is a Limited Liability Company formed in 2012. The firm is registered with the SEC and in 53 states. It is approved to provide advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

695

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.

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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Palmer Klaas’s Registration & Firm History

IL

04/13/2023 - Present

Cetera Advisor Networks LLC (Rockford IL)

IL

02/12/2020 - 03/24/2023

REGULUS FINANCIAL GROUP, LLC (Rockford IL)

IL

01/02/2015 - 11/26/2019

REGULUS ADVISORS, LLC (Rockford IL)

IL

01/13/2010 - 12/31/2014

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (ROCKFORD IL)

IL

02/06/2007 - 01/15/2010

SAGEPOINT FINANCIAL, INC. (ROCKFORD IL)

IL

10/08/2004 - 02/07/2007

BATES SECURITIES, INC. (ROCKFORD IL)

FL

10/05/1988 - 03/27/2003

INVESTACORP, INC. (MIAMI FL)

NA

05/01/1985 - 10/20/1988

FSC SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 09/08/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/19/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/20/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Palmer Vern Klaas.
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