Donald L Klitz

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

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

Current Employers

Edward Jones

12555 Manchester Rd, St. Louis, MO 63131 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-07-10
WI	RA	APPROVED	2025-05-05

TX RA
APPROVED

Since 2025-07-10
WI RA
APPROVED

Since 2025-05-05

Branch Locations

1448 Hamilton Ave, New Richmond, WI 54017-0000 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Edward Jones	St. Louis	MO	02/2025	Present
New Richmond Area Centre	New Richmond	WI	07/2014	10/2019
New Richmond High School	New Richmond	WI	04/2018	12/2024
Altis	Phoenix	AZ	10/2019	01/2021

02/2025 → Present

Edward Jones

St. Louis, MO
07/2014 → 10/2019

New Richmond Area Centre

New Richmond, WI
04/2018 → 12/2024

New Richmond High School

New Richmond, WI
10/2019 → 01/2021

Altis

Phoenix, AZ

Other Businesses

New Richmond School District Type of business: School New Richmond, WI Start date: 3/9/2026 Assistant Track Coach Hours per week: 10 Hours during trading: 2 Assistant Track and Field coach. Facilitate practice teaching athletes jump technique and competition preparation. School District of New Richmond New Richmond, WI Start date: 3/9/2026 Hours per week: 0 Hours during trading: 0 Desc: No responsibilities

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-01

S66 Uniform Combined State Law Examination

2025-05-01

Other Names

Lukey Klitz

View on SEC IAPD