Advisor profile


My approach

Michael Klassa - My approach photo

The advantages of working together online

As we work together to track and achieve your goals, the secure site on ameriprise.com and Ameriprise app make it easy for clients to collaborate with me, any time from any device.In one secure, convenient online space, you can:

· Track your goals and progress

· Connect and share information with me

· View, store and organize your financial documents

· Transfer funds, and much more

Register today at ameriprise.com, or contact me for help getting started.
Michael Klassa - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
  • Saving for Education
  • Estate Planning Strategies
  • Intergenerational Planning
  • Social Security Retirement Benefits
  • Insurance
  • Charitable Giving
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Michigan State University; Eli Broad Business School - 1993

Interests

  • Family Time - Spending Quality Time with my Wife and Four Children - Most Important of All!
  • Learning and Growing Intellectually - Never stop learning new things has always been a part of my life
  • Jogging, Exercising, and (usually) Eating a Well Balanced Diet - Physical Health is important to me and my family
  • Family Cottage with over 60 family members involved – Boating, Camping, RVing, Bonfires…..
  • Traveling - Exploring New Places is Invigorating

Community participation

  • Susan G. Komen Race for the Cure
  • Forgotten Harvest
  • American Diabetes Association
  • Volunteer for Susan G. Komen 3-Day

Awards & recognition

  • Five Star Wealth Manager, 2010, 2013, 2015, 2017-2020
  • Ameriprise Circle of Success, 1999 - 2019