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Matthew Scott Klotsche

Retirement Planners Of America

Plano, TX

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Current Employers
Retirement Planners Of America

2820 Dallas Parkway, Plano, TX 75093 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-12-19
  • TX RA
    APPROVED
    Since 2022-12-19

Branch Locations

2820 Dallas Parkway, Plano, TX 75093 • 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
OrganizationCityStateFromTo
San Diego Padres San Diego CA 11/2015 12/2022
Retirement Planners Of America Plano TX 12/2022 Present
Other Businesses

Since 2020, Mr. Klotsche has been a partner with Protected Patriots, LLC, which sells safety stickers and apparel and is not investment related. The business is located at 16192 Coastal Highway, Lewes DE 19958. The business is currently being wound down, therefore, Mr. Klotsche devotes 0 hours of his time per month and during the trading day, to this business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-22
  • S65 Uniform Investment Adviser Law Examination
    2022-11-22

View on SEC IAPD

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