Steven Andrew Kletter

Employer firm

Advisory Services Network CRD 146051

$10.6B regulatory AUM 49 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → 03/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2009 → 03/2025
  Camrbidge Investment Research Advisors, Inc.
  Fairfield, IA
• 03/2025 → Present
  Advisory Services Network, Llc
  Atlanta, GA
• 03/2025 → 08/2025
  Calton & Associates, Inc.
  Tampa, FL

Previous Registrations

• 2009-07-27 → 2025-03-25
  Cambridge Investment Research Advisors, Inc.
  Littleton, CO
  Aurora, CO
• 2004-08-16 → 2009-07-27
  Mutual Service Corporation
  Greenwood Village, CO
  Greenwood Village, CO

Other Businesses

1) DAR Financial, 21038 E EASTMAN DR AURORA CO 80013, 04/2023, Owner, Life and Annuity Insurance Sales Investment Related, 1 HR/MO 0 HR/MO TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-12
• S63 Uniform Securities Agent State Law Examination
  2000-01-20

Other Names

• Steve Kletter