Chad Klassen, AAMS®
225 10th St. N
P.O. Box 625
Mountain Lake, MN 56159
St. James Office Coming Soon
401k, life insurance, mutual funds, 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 20 years of experience in the financial industry, I have experience on 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 CPAs to reduce tax consequences. I’m tailoring solutions that fit where you’re at and lead to where you want to go. In short, I’m looking at the big picture.
This is my passion and my expertise.
Growing up as a farm kid and starting three successful businesses before I turned 25, I’ve learned the value of hard work and financial literacy. Now a financial advisor at Cornerstone Wealth Management, I’m applying my drive to finding the financial strategies that are a good fit for each client.
When I’m not building financial plans, you can find me racing motocross or out on the lake with my beautiful wife and our four smart-as-a-whip kids.