Robert Eric Kalter

Current Employers

Tres Wealth Management Group, Llc

15302 Central Ave, Chino, CA 91710 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-01
NV	RA	APPROVED	2025-01-01

CA RA
APPROVED

Since 2025-01-01
NV RA
APPROVED

Since 2025-01-01

Branch Locations

15302 Central Ave, Chino, CA 91710 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

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

Employment History

Organization	City	State	From	To
Kalter Company	Diamond Bar	CA	10/1985	Present
R. Eric Kalter Cpa	Rancho Cucamonga	CA	10/1985	Present
Kalter Insurance Services	Diamond Bar	CA	05/2001	Present
Tres Wealth Management Group Llc	Chino	CA	12/2014	12/2016
Tres Wealth Management Company Llc	Chino	CA	12/2016	Present

10/1985 → Present

Kalter Company

Diamond Bar, CA
10/1985 → Present

R. Eric Kalter Cpa

Rancho Cucamonga, CA
05/2001 → Present

Kalter Insurance Services

Diamond Bar, CA
12/2014 → 12/2016

Tres Wealth Management Group Llc

Chino, CA
12/2016 → Present

Tres Wealth Management Company Llc

Chino, CA

Previous Registrations

2015-01-06 → 2016-12-19

Tres Wealth Management Group Llc

Chino, CA

Other Businesses

DBA KALTER INSURANCE SRVCS. INDEPENDENT INSURANCE AGENT. SALES OF FIXED LIFE AND ANNUITY INSURANCE, 160 HOURS PER MONTH. KALTER FINANCIAL GROUP, CPA FIRM. PRESIDENT SINCE 10/85. ACCOUNTING, BOOKKEEPING AND TAX PREPARATION, 160 HOURS PER MONTH.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-01-05
S63	Uniform Securities Agent State Law Examination	1999-06-21

S65 Uniform Investment Adviser Law Examination

2015-01-05
S63 Uniform Securities Agent State Law Examination

1999-06-21

Other Names

Eric Kalter

View on SEC IAPD