Donald Klotter
Investment Adviser Representative at TRUE Wealth Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Donald Klotter is an investment adviser representative with TRUE Wealth Group in Bend, OR, where they have been registered since 2026. They have worked in the securities industry since 2009 and were previously registered with Mazama Capital Management Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- EFG Asset ManagementFeb 2016 – Apr 2025Portland, OR
- New York Life Insurance CoMar 2026 – no end date reportedPortland, OR
- NYLIFE Securities LLCMar 2026 – no end date reportedPortland, OR
- UnemployedApr 2025 – Mar 2026Portland, OR
- True Wealth GroupJul 2026 – no end date reportedBend, OR
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About TRUE Wealth Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Estimated blended rate
- 0.0125
- First $1,000,0001.25%
- $1,000,001 to $5,000,0000.75%
- $5,000,001 and above0.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial Planning, Investment Planning, Tax Planning, Estate Planning, Liquidity and Exit Planning, and Equity Compensation Planning, delivered by a team of CFP® advisors with no products or commissions.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Bend, OR
- Founded:
- 2024
- SEC file number:
- 801-130948
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at TRUE Wealth Group
2 other advisors in the directory
Similar advisors in Bend, OR
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Klotter has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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