Shawn Patrick Klosterman

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2025-08-13
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

Branch Locations

Chicago, IL • United States

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

Organization	City	State	From	To
Bridgetown Finer Meats	Cincinnati	OH	12/2017	12/2021
Fidant Wealth Partners Of Ameriprise Financial	Crestview Hills	KY	01/2022	05/2022
Klosterman Fire And Security	Cincinnati	OH	09/2019	09/2022
Western & Southern Financial Group	Cincinnati	OH	09/2022	05/2023
Fidelity Investments	Covington	KY	06/2023	Present
University Of Cincinnati, Lindner College Of Business	Cincinnati	OH	08/2019	04/2023
Elder High School	Cincinnati	OH	08/2015	05/2019
Fidelity Investments	Boston	MA	03/2025	Present

12/2017 → 12/2021

Bridgetown Finer Meats

Cincinnati, OH
01/2022 → 05/2022

Fidant Wealth Partners Of Ameriprise Financial

Crestview Hills, KY
09/2019 → 09/2022

Klosterman Fire And Security

Cincinnati, OH
09/2022 → 05/2023

Western & Southern Financial Group

Cincinnati, OH
06/2023 → Present

Fidelity Investments

Covington, KY
08/2019 → 04/2023

University Of Cincinnati, Lindner College Of Business

Cincinnati, OH
08/2015 → 05/2019

Elder High School

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-10-11
S63	Uniform Securities Agent State Law Examination	2023-10-16

Other Firms