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Donald Joseph Klotter

EFG ASSET MANAGEMENT (NORTH AMERICA) CORP·PORTLAND, Oregon
SIE, Series 7, Series 7TO, Series 24, Series 63, Series 65, Series 66Clean record23 years registeredEFG ASSET MANAGEMENT (NORTH AMERICA) CORP
1211 SW 5TH AVE SUITE 2840, PORTLAND, OR 97204CRD# 2787002Firm CRD# 313103

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Donald Joseph Klotter · PORTLAND, OR
Registration
CRD #2787002 · EFG ASSET MANAGEMENT (NORTH AMERICA) CORP · 23 years registered
Brand Profile
Not yet started
01

Career History

TRUE WEALTH GROUP
Jul 2026 – present
MAZAMA CAPITAL MANAGEMENT INC
Jun 2003 – Apr 2016
PORTLAND, OR
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 24
Series 63
Series 65
Series 66
Registration record
First registered · June 2, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
CRD 313103 · SEC 801-120586
AUM
$533M
Regulatory assets under management
Employees
8
4 client accounts
Services offered by EFG ASSET MANAGEMENT (NORTH AMERICA) CORP
Per Form ADV
Pension consulting
Selection of other advisers
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at EFG ASSET MANAGEMENT (NORTH AMERICA) CORP →
Introduction

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05

Frequently Asked Questions

What services does Donald Joseph Klotter offer?
Donald Joseph Klotter specializes in Retirement Planning, Wealth Management. Contact their office in PORTLAND, Oregon for a consultation.
What are Donald Joseph Klotter's credentials?
Donald Joseph Klotter is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donald Joseph Klotter located?
Donald Joseph Klotter is based in PORTLAND, Oregon, working with EFG ASSET MANAGEMENT (NORTH AMERICA) CORP. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.
How does Donald Joseph Klotter charge for services?
Donald Joseph Klotter'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 EFG ASSET MANAGEMENT (NORTH AMERICA) CORP?
EFG ASSET MANAGEMENT (NORTH AMERICA) CORP has approximately 8 employees and manages $533M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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