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Robert John Klosterman

WHITE OAKS INVESTMENT MANAGEMENT, INC·LONGBOAT KEY, Florida
Unclaimed Profile
595 BAY ISLES ROAD, LONGBOAT KEY, FL 34228CRD# 805973Firm CRD# 170016
01

About

Robert John Klosterman is a registered financial advisor based in LONGBOAT KEY, Florida, affiliated with WHITE OAKS INVESTMENT MANAGEMENT, INC. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WHITE OAKS INVESTMENT MANAGEMENT, INC
WHITE OAKS INVESTMENT MANAGEMENT, INC
AUM
$400M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WHITE OAKS INVESTMENT MANAGEMENT, INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 805973
Firm CRD# 170016
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert John Klosterman offer?
Robert John Klosterman specializes in Retirement Planning. Contact their office in LONGBOAT KEY, Florida for a consultation.
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, working with WHITE OAKS INVESTMENT MANAGEMENT, INC. Their office serves clients in the LONGBOAT KEY metropolitan area and surrounding communities.
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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Other advisors in LONGBOAT KEY
Craig Douglas Meldahl — LONGBOAT KEY FINANCIAL GROUP, LLCCatherine Angela Maniscalco Avery — CATHERINE AVERY INVESTMENT MANAGEMENT LLC
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City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
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