Skip to main content

Our financial advice team


Michael K Kloubec Ameriprise Financial Advisor

Michael K Kloubec

CFP®, CRPC®, AAMS®, CLTC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
TruCompass Advisors
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 24 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Charitable Giving
  • Saving for Education
  • Insurance

Interests

Fishing, hunting, and travel.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠
  • AAMS® Accredited Asset Management Specialist℠

Education

  • Bachelor of Science Degree - Finance, 1993, St Cloud State University