Unclaimed Profile

Donald Gerard Gloisten

GBS FINANCIAL CORP.·SANTA ROSA, California

SIE, Series 1, Series 4, Series 5, Series 28, Series 63, Series 65Clean record26 years registeredGBS FINANCIAL CORP.

558 B STREET, SANTA ROSA, CA 95401-5274CRD# 223175Firm CRD# 16906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Donald Gerard Gloisten · SANTA ROSA, CA

Registration

CRD #223175 · GBS FINANCIAL CORP. · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: GBS FINANCIAL CORP.

GBS ADVISORS

Feb 2014 – Dec 2014

VENTURA, CA

WESTERN INTERNATIONAL SECURITIES

Feb 2014 – Dec 2018

Ventura, CA

GBS ADVISORS

Dec 2013 – Dec 2013

VENTURA, CA

GBS ADVISORS

May 2000 – Dec 2013

VENTURA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 4

Series 5

Series 28

Series 63

Series 65

Registration record

First registered · May 16, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GBS FINANCIAL CORP.

CRD 16906 · SEC 801-60744

AUM

$811M

Regulatory assets under management

Employees

354 client accounts

Services offered by GBS FINANCIAL CORP.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at GBS FINANCIAL CORP. →

Introduction

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Frequently Asked Questions

What services does Donald Gerard Gloisten offer?

Donald Gerard Gloisten specializes in Financial Planning, Investment Management.

What are Donald Gerard Gloisten's credentials?

Donald Gerard Gloisten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donald Gerard Gloisten located?

Donald Gerard Gloisten is based in SANTA ROSA, California, last registered with GBS FINANCIAL CORP..

How does Donald Gerard Gloisten charge for services?

Donald Gerard Gloisten's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GBS FINANCIAL CORP.?

GBS FINANCIAL CORP. has approximately 21 employees and manages $811M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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