Unclaimed Profile

Robert John Klosterman

WHITE OAKS INVESTMENT MANAGEMENT, INC·LONGBOAT KEY, Florida

Series 1, Series 24, Series 63Clean record20 years registeredWHITE OAKS INVESTMENT MANAGEMENT, INC

595 BAY ISLES ROAD, LONGBOAT KEY, FL 34228CRD# 805973Firm CRD# 170016

Profile Verification

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

Identity

Robert John Klosterman · LONGBOAT KEY, FL

Registration

CRD #805973 · WHITE OAKS INVESTMENT MANAGEMENT, INC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WHITE OAKS INVESTMENT MANAGEMENT, INC

WHITE OAKS WEALTH ADVISORS, INC.

Sep 2016 – Aug 2021

MINNEAPOLIS, MN

WHITE OAKS INVESTMENT MANAGEMENT, INC

Apr 2014 – May 2024

SARASOTA, FL

WHITE OAKS WEALTH ADVISORS INC

Apr 2006 – Dec 2014

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

Series 1

Series 24

Series 63

Registration record

First registered · April 24, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WHITE OAKS INVESTMENT MANAGEMENT, INC

CRD 170016 · SEC 801-79237

AUM

$400M

Regulatory assets under management

Employees

11 client accounts

Services offered by WHITE OAKS INVESTMENT MANAGEMENT, INC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at WHITE OAKS INVESTMENT MANAGEMENT, INC →

Introduction

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Frequently Asked Questions

What services does Robert John Klosterman offer?

Robert John Klosterman specializes in Retirement Planning.

What are Robert John Klosterman's credentials?

Robert John Klosterman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert John Klosterman located?

Robert John Klosterman is based in LONGBOAT KEY, Florida, last registered with WHITE OAKS INVESTMENT MANAGEMENT, INC.

How does Robert John Klosterman charge for services?

Robert John Klosterman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WHITE OAKS INVESTMENT MANAGEMENT, INC?

WHITE OAKS INVESTMENT MANAGEMENT, INC has approximately 2 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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Research

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