Anona Martina Klabo

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

• 07/2005 → Present
  Cetera Investment Services Llc
  St. Cloud, MN
• 07/2005 → 01/2022
  Harborstone Credit Union
  Tacoma, WA
• 01/2014 → Present
  Cetera Investment Advisers Llc
  Puyallup, WA
• 01/2022 → Present
  Heritage Bank
  Tacoma, WA

Previous Registrations

• 2003-08-08 → 2005-07-19
  Harborstone Investment Services
  Tacoma, WA
• 1999-07-23 → 2003-08-04
  Ameriprise Financial Services, Llc
  Seattle, WA

Other Businesses

1.) RENTAL PROPERTY, 100% OWNER, 0/HRS/WK

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-05-06
• S65 Uniform Investment Adviser Law Examination
  1999-05-04

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• A Martina Klabo
• Martina Klabo
• Tina Klabo