Investment adviser representative · Burton Enright Welch
Annie C. Klopstock
CRD 7453326 · Walnut Creek, CA
At a glance
Annie C. Klopstock is an investment adviser representative with Burton Enright Welch in Walnut Creek, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Annie’s SEC record dates to 2021, about 5 years ago.
Current advisory firm
- Burton Enright WelchSince July 2024Walnut Creek, CA · $1.6B in regulatory assets
SEC adviser record
- Registered since
- 2021 (5 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Annie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Burton Enright Welch
- Eugene D. BinunskyWalnut Creek
- Peter M. BurtonWalnut Creek · Chartered Financial Consultant
- Gerwin De HaanWalnut Creek
- Robert D. EnrightWalnut Creek · Certified Financial Planner
- David A. EspineiraWalnut Creek · Certified Financial Planner
- Christopher S. HughesWalnut Creek · Certified Financial Planner
- Sydney I. KovacsWalnut Creek
- Benjamin R. PetersWalnut Creek
Every advisor at Burton Enright Welch →Burton Enright Welch: assets, clients and custodians →Financial advisors in Walnut Creek, CA →Every Burton Enright Welch advisor in Walnut Creek →Advisor Moves: who changed firms this week →