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DK

Donald Klotter

TRUE WEALTH GROUP
BEND, OR 97703
Some features on this profile are disabled
CRD#: 2787002
DK
Donald KlotterTRUE WEALTH GROUP

Professional summary

Donald Klotter, who also goes by Donald Joseph Klotter, is a registered financial advisor currently at TRUE WEALTH GROUP located in Bend, Oregon.

Donald is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Donald has worked at 6 firms and has passed the Series 66, Series 65, Series 63, Series 7TO, SIE, Series 7 and Series 24 exams.

At a Glance

Always Fiduciary

Aliases

Donald Joseph Klotter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Klotter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

July 2, 2026 - Present

TRUE WEALTH GROUP

Office #1: 750 Nw Charbonneau Street Suite 211, Bend, OR 97703
RIA
CRD#: 332426
BEND, OR
Past

April 11, 2026 - June 30, 2026

NYLIFE SECURITIES LLC

BD
CRD#: 5167
PORTLAND, OR
Past

June 2, 2003 - April 18, 2016

MAZAMA CAPITAL MANAGEMENT INC

RIA
CRD#: 108405
PORTLAND, OR
Past

July 1, 1999 - December 31, 2001

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA
Past

September 3, 1997 - November 26, 1997

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
SAINT PAUL, MN
Past

October 18, 1996 - September 3, 1997

U.S. BANCORP SECURITIES

BD
CRD#: 17439
PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TW
TRUE WEALTH GROUP
SKYLINER WEALTH, LLC | TRUE WEALTH GROUP

CRD#: 332426 / SEC#: 801-130948

RIA
Registered Investment Advisory firm - (8/19/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Oregon
(7/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/27/2026
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/30/2003
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/25/1996
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 4/10/2026
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/12/2026
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/17/1996
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 12/24/1996
General Securities Principal Examination

Current Firm

TW
TRUE WEALTH GROUP
SKYLINER WEALTH, LLC | TRUE WEALTH GROUP

CRD#: 332426 / SEC#: 801-130948

RIA
Registered Investment Advisory firm - (8/19/2024 Approved)
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Contact information

Main Address
750 Nw Charbonneau Street Suite 201, Bend, OR 97703
Mailing Address
Phone number
(541) 588-5008
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

TRUE WEALTH GROUP ADV 2A (7/16/2025)

Regulatory assets under management

Total Number of Accounts452
AUM (Assets Under Management)$ 108,531,615

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TRUE WEALTH GROUP

CRD#: 332426Bend, OR 97703

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