Company Information

Get to know Klauke Investments and Insurance Services

Founded in 1972 by Donald R. Klauke, Klauke Financial & Insurance Services, Inc. is an independent financial advisory firm based in Lafayette, California. As a family-owned and operated business, the company emphasizes building long-term, trusted relationships with its clients. Their mission is to provide personalized financial strategies to help individuals and families achieve their financial goals. The firm specializes in a range of services including retirement planning, investment management, insurance planning, and estate planning, operating with a commitment to integrity and client-focused service.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Klauke Investments and Insurance Services

United States

Founded in

1973 (53 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Reviews

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.