About Alexander William Klaas
Alex joined the team in 2014. He enjoys being able to advise a wide variety of clients on everything from efficient investment practices to client acquisition and retention, and focuses on creating a customized goals analysis in each one of his clients financial plans.
As a fiduciary, he believes it’s his responsibility to educate clients throughout their financial journey with the intention of helping them be better prepared for what lies ahead.
After graduating from the Spears School of Business at Oklahoma State University with a B.S. in finance, he obtained his Series 7, 66, and 9 securities licenses with LPL Financial. He is licensed to sell life, health, and variable life insurance as well as variable annuities. Outside of work, Alex and his wife, Hannah, spend time volunteering at organizations such as the KlaasKids Foundation and the Oklahoma State Child Development Laboratory, which focus on child safety and mentorship.
Let's get started.
Our independent advisors begin by meeting with you to find how the pieces of your financial puzzle fit together.