portrait of Joseph H Klug
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Joseph

Your wealth is not simply measured in dollars and cents. It is measured by the impact you have on your family, your communities and those with whom you work. As a financial advisor, I help my clients articulate the impact they strive to achieve and legacy they want to leave. Then I work with a team of experts to create tailored strategies that organize, grow, protect, and transfer wealth and help shape their legacy.

I understand the importance of that legacy as I build on the legacy of my own family. My grandfather was the president of Crestwood Bank in St....

Focus Areas

  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Charitable Giving

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • St Louis UniversityPhD (Dr of Philosophy)
  • Truman State UniversityMaster of Education

Personal Interests

  • Spending Time with Family
  • Active Lifestyle
  • Community Outreach
  • Music
  • Coaching Sports

Team Members

  • Jill Weltman
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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