About Us

 

Paul J. Klosterman:  Has been recognized multiple times in the Twin Cities as a Financial Advisor, who focuses his practice on active asset management.  Paul has over 25 years of experience as an Investment Advisor Representative.  This experience includes helping clients manage portfolio risk, developing tax reduction strategies,* preparing retirement income distribution strategies and efficient estate planning

He is dedicated to working with clients to design a personal financial plan around their life goals. This strategy focuses on helping them become more confident about managing their financial objectives. It is designed to provide solutions to both everyday and long-term financial goals, and is personalized to meet the needs of his clients. 

 

Paul has received numerous recognitions for his work with clients including:


  • Top Wealth Manager 2011,2012, 2016 Twin Cities Magazine
  • Pinnacle Advisory Council, 1994-2008, Signator Investors Inc. 
  • President's Recognition Award, 1995-20015, American Investments
  • Platinum Team, 1998-2007, Putnam Investments
  • Advisor Council 2001- 2014, Fidelity Investments
  • Kite & Key Club 2001- 2016Franklin Templeton Investments




Series 7   NASD   -   License for general securities (stocks, bonds, mutual funds)


Series 63 NASAA -   License for federal and state securities regulations


Series 65 NASAA -   License for investment advisory business& fee based financial planning


 


* financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals. 





 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


 


Beth Huonder:  Has been in the financial services industry since 1976 holding various positions from Director of Client Services to Office Manager.  She has been working with Paul Klosterman since 1996, to meet the customer service needs of our clients.  Beth plays a vital role to ensuring the high quality of contact & service our clients have come to expect.  Beth resides in White Bear Lake, MN with her husband and three children.