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Donald Gerard Gloisten

GBS FINANCIAL CORP.·SANTA ROSA, California
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558 B STREET, SANTA ROSA, CA 95401-5274CRD# 223175Firm CRD# 16906
01

About

Donald Gerard Gloisten is a registered financial advisor based in SANTA ROSA, California, affiliated with GBS FINANCIAL CORP.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GBS FINANCIAL CORP.
GBS ADVISORS
AUM
$811M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at GBS FINANCIAL CORP. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 223175
Firm CRD# 16906
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Donald Gerard Gloisten offer?
Donald Gerard Gloisten specializes in Financial Planning, Investment Management. Contact their office in SANTA ROSA, California for a consultation.
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, working with GBS FINANCIAL CORP.. Their office serves clients in the SANTA ROSA metropolitan area and surrounding communities.
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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Other advisors in SANTA ROSA
Stephen Roy Kinkade — GBS FINANCIAL CORP.Lynn Sue Morrill — GBS FINANCIAL CORP.Timothy James Delaney — JDH WEALTH MANAGEMENT, LLCRalph John Jones — JDH WEALTH MANAGEMENT, LLCGerard Paul Gloisten — CORE WEALTH PARTNERS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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