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Nicholas Klug, Financial Advisor

FINANCIAL ADVISOR
Nicholas J Klug

AAMS™
148 Pioneer Trail, Chaska, MN 55318opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • College Savings
  • Business Retirement Plans

About Nicholas

Our purpose is to positively impact the lives of families in our community. Most of the people we work with are professionals who are committed to preparing for their financial future and seek a disciplined approach to achieving ideal retirement and other financial goals.

Our commitment to you is that we will:

1. Get to know what is most important to you and your family.
2. Work together to establish your goals.
3. Develop a personalized strategy to achieve your goals, including risk assessment, to deliver growth and income in alignment with your risk tolerance.
4. Meet regularly to evaluate status, discuss changes/updates and review...

Work History

  • Edward JonesAugust 2023 to Current
  • Examination Resources, LLCApril 2021 to August 2023

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • William Mitchell Coll of LawJuris Doctor
  • Loras CollegeBachelors

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(952) 361-9617

Fax

(877) 222-0321

Office Address

148 Pioneer Trail
Chaska, MN 55318opens in a new window

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