Kevin Clasen

About Kevin Clasen

I was recruited into the financial services business 24 years ago while still in college. Trying to make ends meet, I juggled a job at a bank to supplement the fledgling business working on in the evenings. I didn’t have much, but I did have one thing, and that was a solid work ethic.The investment paid off. Over the past two decades, my business has flourished as a result of hard work and the referrals of satisfied clients. I am known for working with succession planning for closely-held businesses, and financial planning for families of special needs children. I believe it is important to offer clients a comprehensive suite of financial planning services, investments, and insurance products, and a team approach with years of expertise between them allow for just that. I have a firm commitment to staying current in the field and have obtained six professionals designations to date. I feel the time spent on professional development is well justified and see continuing education as a capital investment in the business, much like a factory owner purchasing a new piece of machinery. In our line of work, we provide value to our clients by investing in ourselves.My wife, Shelly and I devote a lot of their time to our church since our daughters went off to college and we have become empty nesters. Shelly serves as the mission’s director which has allowed her to travel the world and see remarkable places and meeting fascinating people. I couldn’t be prouder of the work my wife and I do for the community! It is all about giving back.I graduated from Indiana Wesleyan University with a degree in Business Administration. My family and I reside in Indianapolis, Indiana. Kevin Clasen is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC 900 East 96th Street, Suite 300, Indianapolis, IN 46••••17) I am licensed to sell insurance products in the following jurisdictions:AZ, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SD, TN, TX, VA, WI I am registered to offer securities in the following jurisdictions:AZ, CA, DC, FL, GA, IL, IN, KS, MA, MD, MI, MO, MS, NY OH, PA, SD, TN, TX, VA, WA, WI

Experience

1. Senior Financial Advisor

   WestPoint Financial Group

   Mar 1992 — Present · Indianapolis, IN, US

Education

• Indiana Wesleyan University

  Bachelors, Management

  1996 — 1998

Skills

• Long Term Care Insurance
• Financial Analysis
• Wealth Management
• Retirement Planning
• Financial Advisory
• Securities
• Estate Planning
• Strategic Planning
• Employee Benefits
• Life Insurance
• Finance
• Business Planning
• Retirement
• Strategic Financial Planning
• Entrepreneurship
• Insurance
• Investments
• Fixed Annuities
• Disability Insurance
• Financial Services