Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Klosterman is an investment advisor representative with over 30 years of experience in the financial services industry. Paul is currently registered with Osaic Wealth, Inc. and has held previous registrations with Securities America, Inc., Signator Investors, Inc., John Hancock Mutual Life Insurance Company, American Express Financial Advisors Inc. and IDS Life Insurance Company. Paul specializes in providing financial planning and portfolio management for individuals, businesses, charitable organizations and pension plans. Paul is also a registered investment advisor in several states including Minnesota, Florida and Texas.
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.
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2
MN
06/14/2024 - Present
Osaic Wealth, Inc. (ST LOUIS PARK MN)
FL
11/30/2009 - 06/14/2024
SECURITIES AMERICA, INC. (Marco Island FL)
MN
02/05/1997 - 12/24/2009
SIGNATOR INVESTORS, INC. (WAITE PARK MN)
MA
02/05/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
MN
02/27/1990 - 12/19/1996
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/27/1990 - 12/19/1996
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 06/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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