Donald Klotter
Investment adviser representative at True Wealth Group
10 yearsExperience
1 stateRegistered in
$151.4MFirm assets
2 yearsFirm in business
Are you Donald Klotter? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- True Wealth GroupJul 2026 to now
- New York Life Insurance CoMar 2026 to now
- Nylife Securities LLCMar 2026 to now
- UnemployedApr 2025 to Mar 2026
- Efg Asset ManagementFeb 2016 to Apr 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OR).
True Wealth Group
Legal name: Skyliner Wealth, LLC
$151.4MAssets managed
164Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2787002
- Firm CRD
- 332426