Klopfenstein
Financial Advisor at Principal Financial Group | Iowa City-Cedar Rapids Area
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As a Financial Advisor at Principal Financial Group, Klopfenstein leverages a wealth of experience and expertise to guide clients toward achieving their financial goals. With a robust background that includes tenures at Edward Jones and Cambridge Investment Research, Klopfenstein has honed a comprehensive understanding of wealth accumulation strategies and investment management. His current role involves a thorough review of clients' financial pictures, allowing him to identify gaps and tailor customized solutions that address their unique needs.
Klopfenstein specializes in a variety of financial products and strategies, including IRAs (both Roth and Traditional), disability income insurance, and long-term care insurance. His proficiency in technical analysis enables him to provide insightful market evaluations, ensuring that clients are well-informed about their investment options. Additionally, Klopfenstein is adept at facilitating buy-sell agreements, which are crucial for business owners looking to secure their enterprises' financial futures.
Beyond his technical skills, Klopfenstein is committed to fostering strong relationships with his clients, emphasizing open communication and leadership in financial planning. His active involvement with the National Association of Insurance and Financial Advisors (NAIFA) in Eastern Iowa reflects his dedication to professional development and advocacy within the industry. By combining his extensive knowledge with a personalized approach, Klopfenstein empowers clients to navigate their financial journeys confidently, ensuring they are well-prepared for the future. Whether it's planning for retirement or managing risk through insurance products, Klopfenstein is dedicated to helping individuals and families build a secure financial foundation.
Financial Advisor at Principal Financial Group in September 2018 to Present
Financial Advisor Internship Program at Edward Jones in June 2017 to August 2017
Operations Coordinator at Cambridge Investment Research, Inc. in August 2016 to June 2017
Brokerage Operations & Learning Tracks at Cambridge Investment Research, Inc. in May 2016 to August 2016
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The University of Iowa Tippie College of Business, Bachelor of Business Administration (B.B.A.), January 2016 to January 2018
Southeastern Community College, Associate of Arts (A.A.), January 2014 to January 2016
The American College of Financial Services, FSCP®, January 2019
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Retirement Planning
Life Insurance (Term, Universal, Whole)
Wealth Accumulation Strategies
Entrepreneurship
Technical Analysis
Mutual Funds
Estate Planning
Disability Income Insurance
Microsoft Office
Critical Thinking
Time Management
Judgement and Decision Making
Multitasking
Leadership
Communication
Verbal Communication
Motivated Self-Starter
Detail Oriented
Networking
Team Player
FactSet
529 Plans
IRAs (Roth & Traditional)
Brokerage Accounts
Retirement Account Reviews
Financial Needs Analysis
Annuities (Fixed & Variable)
College Funding
Financial Seminars
Executive Bonus Plans
Long Term Care Insurance
Buy-Sell Agreements
Current Policy Review
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Discover more about Principal Financial GroupWhat is Klopfenstein email address?
Email Klopfenstein at [email protected]. This email is the most updated Klopfenstein's email found in 2026.
How to contact Klopfenstein?
To contact Klopfenstein send an email to [email protected]. (updated on January 15, 2024)
What company does Klopfenstein work for?
Klopfenstein works for Principal Financial Group
What is Klopfenstein's role at Principal Financial Group?
Klopfenstein is Financial Advisor
What is Klopfenstein's Phone Number?
Klopfenstein's phone (319) ***-*210
What industry does Klopfenstein work in?
Klopfenstein works in the Financial Services industry.
Klopfenstein Email Addresses
Klopfenstein Phone Numbers
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