Local financial adviser honored for by brokerage firm | TahoeDailyTribune.com

Local financial adviser honored for by brokerage firm

Tribune staff report

Provided to the TribuneJerry Klosterboer, certified financial planner, was recently recognized by his brokerage firm, First Allied Securities, Inc., with the Flame of Excellence award.

Jerry Klosterboer, certified financial planner, was recently recognized by his brokerage firm, First Allied Securities, Inc., with the Flame of Excellence award. The honor is given to financial advisers who have demonstrated excellence in the financial services field throughout their careers of 25 years or more. Klosterboer was the only financial advisor recognized in a field of almost 1,000 advisers.

“Jerry is an outstanding example of a successful independent financial adviser,” said Adam Antoniades, chairman and CEO of First Allied. “His business thrives because he provides exceptional service to his customers and he takes time to serve his community.”

Klosterboer is past president of the Kiwanis Club of Lake Tahoe and serves as a deacon at Tahoe Community Church. Klosterboer has been with First Allied since 1984. His office is at 295 Highway 50, Suite 7, in Zephyr Cove.

Go back to article