Home > Find an advisor > Kay Klasse

Kay Klasse

An Ameriprise Platinum Financial Services® Practice
CFP®, Senior Financial Advisor
Contact me

Refer me

Map & directions

Print my summary

(651) 747-8200

Lake Elmo, MN 55042
kay.e.klasse@ampf.com

Contact Information


(651) 747-8200
8935 Hwy 5
Ste 2
Lake Elmo, MN 55042
KLASSE & ASSOCIATES , a financial advisory practice of Ameriprise Financial Services, Inc.

www.ameripriseadvisors.com/kay.e.klasse

My Philosophy

I've been helping people reach their goals for 22 years.

The foundation of Ameriprise financial planning is a personal relationship between you and your advisor. Our unique and collaborative Dream> Plan> Track> ® approach to financial planning starts with your dreams, not just the numbers. I will work with you regularly to take action to update your plan as your needs and dreams evolve, recommending products and services that are right for your situation. I will get to know you and your dreams, and because our relationship is not just a one time meeting but ongoing I can help make all the difference in your plan, your life and your ability to achieve your dreams. You will have greater peace of mind knowing that you have a plan in place as your life changes. As your priorities evolve over time, I will work with you and revise your planning strategies to help meet your evolving needs.


Interests

  • Singing and Playing Piano
  • Aerobics and Rollerblading
  • Horseback Riding
  • Friends and Family

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Visit the Knowledge Center to learn more
Experience

Areas of Focus

  • Investment Advice
  • Income Tax Planning Strategies
  • Retirement Planning Strategies
  • Small Business
  • Protection and Insurance
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education
  • Asset Allocation
  • Employee Stock Options
  • General Financial Planning

License Information

I am licensed and registered to conduct business in MN.

Based on licenses and registrations I hold, I may also conduct certain business in AZ, CA, FL, TX, WI, AR

My Location

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.