Donald Klotter
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
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Donald Joseph Klotter
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
SKYLINER WEALTH, LLC | TRUE WEALTH GROUP | TRUE WEALTH
Contact Information
Main Address
750 Nw Charbonneau Street Suite 211, Bend, OR 97703Phone Number
(541) 588-5008# of Employees
6SEC notice filing (5 States and Territories)
Registered to provide investment advisory services in 5 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
557AUM (Assets Under Management)
$151,410,600Similar Advisors
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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.
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Primary Firm SEC Registration
SKYLINER WEALTH, LLC | TRUE WEALTH GROUP | TRUE WEALTH
State Registrations and Notice Filings
(7/2/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Donald Klotter's CRS (Customer Relationship Summary).
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