Unclaimed Profile

Peter Gerhard Klaass

ALLEGIS INVESTMENT ADVISORS, LLC·IDAHO FALLS, Idaho

SIE, Series 7, Series 24, Series 63, Series 65ChFC25 years registeredALLEGIS INVESTMENT ADVISORS, LLC

2410 EAST 25TH CIRCLE, IDAHO FALLS, ID 83404-7549CRD# 2381681Firm CRD# 157314

Profile Verification

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

Identity

Peter Gerhard Klaass · IDAHO FALLS, ID

Registration

CRD #2381681 · ALLEGIS INVESTMENT ADVISORS, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ALLEGIS INVESTMENT ADVISORS, LLC

CETERA ADVISOR NETWORKS LLC

Apr 2017 – Apr 2018

LAS VEGAS, NV

ALLEGIS INVESTMENT ADVISORS, LLC

Jun 2011 – Mar 2017

Idaho Falls, ID

SIGNATOR FINANCIAL SERVICES, INC.

Apr 2011 – Jun 2014

IDAHO FALLS, ID

LPL FINANCIAL CORPORATION

Aug 2007 – Dec 2010

IDAHO FALLS, ID

FINANCIAL NETWORK INVESTMENT CORPORATION

Mar 2003 – Jul 2007

IDAHO FALLS, ID

CUNA BROKERAGE SERVICES, INC.

May 2001 – Jul 2002

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · May 9, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

2019Customer Dispute·Settled

2018Employment Separation After Allegations

2017Customer Dispute·Pending

2017Regulatory·Final

2016Customer Dispute·Settled

2016Customer Dispute·Withdrawn

2015Customer Dispute·Settled

8 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

ALLEGIS INVESTMENT ADVISORS, LLC

CRD 157314 · SEC 801-78696

AUM

$291M

Regulatory assets under management

Employees

2,296 client accounts

Services offered by ALLEGIS INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at ALLEGIS INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Peter Gerhard Klaass offer?

Peter Gerhard Klaass specializes in Financial Planning, Investment Management.

What are Peter Gerhard Klaass's credentials?

Peter Gerhard Klaass holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Peter Gerhard Klaass located?

Peter Gerhard Klaass is based in IDAHO FALLS, Idaho, last registered with ALLEGIS INVESTMENT ADVISORS, LLC.

How does Peter Gerhard Klaass charge for services?

Peter Gerhard Klaass's firm is compensated through percentage of aum, hourly charges, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALLEGIS INVESTMENT ADVISORS, LLC?

ALLEGIS INVESTMENT ADVISORS, LLC has approximately 48 employees and manages $291M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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