Edmund Arnold Kloske

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/1993 → 09/2025
  Avantax Investment Services, Inc.
  Mechanicsburg, PA
• 08/1994 → 09/2025
  Avantax Advisory Services
  Mechanicsburg, PA
• 12/2016 → 09/2025
  Avantax Insurance Agency Llc
  Mechanicsburg, PA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Mechanicsburg, PA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 1994-07-27 → 2025-09-05
  Avantax Advisory Services
  Mechanicsburg, PA

Other Businesses

1) EDMUND A KLOSKE, JR POSITION: Consultant NATURE: Information Technology Consulting, I am a Certified Computer Professional, CCP as designated and certified by the Institute for Certification of Computer Professionals INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 11/05/2020 ADDRESS: 3907 Brookridge Drive, Mechanicsburg PA 17050, DESCRIPTION: Provide IT consulting services as requested by a client.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-06-29
• S63 Uniform Securities Agent State Law Examination
  1993-10-08

Other Names

• Edmund Arnold Kloske