Chad Klassen, AAMS®

Chad Klassen, AAMS®

Mutual Funds, ETFs, life insurance, annuities, 401k, 529 plans, IRAs...making sense of investments can feel like an overwhelming job. With so many options available, it might feel impossible to find the right strategies for your money.

You’re in the right place.

With over 23 years of experience in the financial industry, I have experience in finding the best ways for your money to work for you. When I work with you, I’m not just helping you find sound investments. I’m also investigating options that best align with your goals. I’m working with your CPA to reduce tax consequences and your attorney to facilitate a successful estate transition. I’m tailoring solutions that fit where you’re at and lead to where you want to go. My services are holistic and customized to your personal situation. I’m looking at the big picture.

This is my passion and my expertise.

Growing up a farm kid and starting several successful businesses, I’ve learned the value of hard work and financial literacy. As a 14-year veteran with Edward Jones, I built a successful branch in a small town. I’ve now done the same as an independent Financial Advisor at Cornerstone Wealth Management, utilizing the additional resources to find the best financial strategies that are a good fit for each client.

When I’m not building financial plans, you can find my wife and I at the lake, at road races, or on the sidelines cheering on our 4 kids

Our Team

Nikole Kestner
Office Administrator

Nikole has an extensive background in office administration, working with people, and an ability to problem-solve. She plays a crucial role in the day-to-day operations of the firm.

Nikole’s responsibilities include managing administrative functions, coordinating with other staff, and ensuring that clients receive the highest level of service. Her commitment to customer satisfaction has made her an invaluable asset to the team.

Outside of work, Nikole enjoys spending time hiking, and traveling with her husband and 2 children. She is deeply involved in her local church, contributing her time and energy to serve her community.

Cornerstone Support Staff

Bill Friebel, CFP®, CRPC®

Liyin Bao, CFA
Portfolio Manager

Khurram Naveed, CFA
Portfolio Manager

Leslie Garrison
Chief Operating Officer

Claire Ryterski
Marketing Manager

Dave Kaplan
Compliance Analyst

Mark Beckrich
LPL Registered Principal

Useful Resources
We hope you find these videos helpful, no matter what stage you are in of your financial journey.


Questions on Social Security, estate planning, Medicare, or something else? Please reach out to our office at 507-427-1000.