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Geoffrey Dale Klein is a financial_advisor professional located in Saint Peter, MN. They specialize in financial advisory. With over 21 years of experience, they bring deep expertise to every client.
Geoffrey Dale Klein - Cetera Wealth Services, Llc holds an active professional license (FINRA CRD) for your protection.
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Geoffrey Dale Klein operates Cetera Wealth Services, LLC, a financial advisory firm based in Saint Peter, Minnesota. With 21 years of experience in the financial services industry, Klein brings substantial market knowledge to client relationships. The firm holds a FINRA CRD registration, which governs securities-related advisory activities. Klein's extended tenure reflects familiarity with market cycles, client needs, and wealth management strategies across varying economic conditions.
Geoffrey Dale Klein's FINRA CRD registration indicates he is registered with the Financial Industry Regulatory Authority, the self-regulatory organization that oversees securities brokers and advisors. This registration means Klein's advisory activities and compliance practices are subject to FINRA oversight and examination. Clients working with a FINRA-registered advisor benefit from regulatory accountability and standardized conduct rules that govern how investment advice is delivered and managed.