Donald Klotter has been an investment adviser representative at Skyliner Wealth since July 2026, and is not listed among the firm’s executive officers or direct owners. Donald Klotter holds an MA in International Business from Columbia University and a BA in Political Science and German from the University of Oregon.
Skyliner Wealth, LLC is a Bend, OR firm with $151M under management, 164 clients and 3 advisers across 2 offices, as of its July 2026 filing.
Don Klotter is Lead Financial Planner & Director of Business Development of True Wealth Group. He most recently served as Head of Asset Management, Americas at EFG Asset Management, where he helped build the firm's U.S. investment platform. He spent 14 years at Mazama Capital Management and began his career in structured finance and trade finance at State Street Corporation and U.S. Bancorp.
Donald Klotter’s longest registration was 12 years at Mazama Capital Management Inc (2003–2016). Before joining Skyliner Wealth in 2026, Donald Klotter was registered through Mazama Capital Management Inc.
- True Wealth GroupCurrent– present · under a yearBend, OR · Adviser representative · Firm CRD 332426
- Mazama Capital Management Inc– · 12 yearsPortland, OR · Adviser representative · Firm CRD 108405
Investment adviser representative registrations
Donald Klotter is registered as an investment adviser representative in Oregon, since July 2026.
- OregonSince 2 July 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 27 May 2026 |
| Series 7TO | General Securities Representative Examination | 10 April 2026 |
| SIE | Securities Industry Essentials Examination | 12 February 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 30 May 2003 |
| Series 24 | General Securities Principal Examination | 24 December 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 25 October 1996 |
| Series 7 | General Securities Representative Examination | 17 October 1996 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 2787002
- Firm
- Skyliner Wealth · CRD 332426
- Office
- 750 NW CHARBONNEAU STREET, SUITE 211, Bend, OR 97703
- Registration
- Investment adviser registration
- In the industry since
- October 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mytruewealthgroup.com
Where does Donald Klotter work?
Donald Klotter is an investment adviser representative registered through Skyliner Wealth, LLC since July 2026, and is not listed among the firm’s executive officers or direct owners.
Is Donald Klotter a financial advisor?
Yes. Donald Klotter has a current investment-adviser registration in Oregon, through Skyliner Wealth since July 2026.
How many years of experience does Donald Klotter have?
Donald Klotter has 17 years in the financial industry, since October 2009, across 2 adviser firms.
What exams has Donald Klotter passed?
Donald Klotter has passed 7 licensing exams: the Series 7, Series 63, Series 24, Series 65, SIE, Series 7TO and Series 66. The earliest, the Series 7, was passed in October 1996.
Where did Donald Klotter work before Skyliner Wealth?
Before Skyliner Wealth, Donald Klotter was registered through Mazama Capital Management Inc, June 2003 to April 2016.
Where is Donald Klotter based?
Donald Klotter’s registered office is in Bend, OR.
Is Donald Klotter registered with FINRA?
No. Donald Klotter has no current broker registration.
How can I verify Donald Klotter’s record?
Search CRD 2787002 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Donald Klotter’s full registration record.
