About Alexander William Klaas
Alex joined the team in 2014 while at UBS Financial Services. He enjoys the complexity of the Puzzle financial planning process and focuses on creating a customized goals analysis for each one of his clients. Being able to advise a wide variety of clients on efficient investment practices and generational planning is a true passion for him.
Following a fiduciary standard, Alex 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, 9, & 10 securities licenses with LPL Financial, and has his series 66 through Gladstone Wealth Partners. In addition, Alexander is also licensed to sell life, health, and variable life insurance as well as variable annuities.
Outside of work, Alex and his wife, Hannah, have a daughter and spend time volunteering at organizations that focus on child safety and mentorship. Their devotion to this subject comes from their connection to organizations like, the KlaasKids Foundation, Fellowship Housing, and Hannah’s career as an elementary school teacher.
Securities offered through, LPL Financial, Member FINRA / SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. Gladstone Wealth Partners is a separate entity from LPL Financial. Gladstone Institutional Advisory, LLC and Puzzle Wealth Solutions are separate entities from LPL Financial.
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