Nick Klos
Financial Advisor at Baird - The Klos Davies Group
- Role
- Financial Advisor at Baird
- Location
- La Crosse-Onalaska, US
- LinkedIn followers
- 500 followers
About Nick Klos
I am a motivated, outgoing, and passionate employee of Baird. My interests are diverse…
Experience
Financial Advisor
Jul 2017 — Present · La Crosse, WI, US
The Klos Davies Group helps educate individuals on whether they are going to financially sink or swim, and implements investment strategies to make the swim as easy as possible. Our wealth management team has over 75 years of combined experience providing individuals, families, businesses and organizations with tailored financial solutions. We provide education on multiple financial issues: 1) Building wealth through 401(k)\'s, ROTH & Traditional IRA\'s, and Individual Accounts 2) Preserving assets through Estate and Tax Planning 3) Implementing strategies to generate retirement income and deciding when to take Social Security
Education
University of Wisconsin-Madison
Bachelor of Arts (B.A.), Finance, Investment and Banking
2011 — 2015
Skills
- Public Relations
- Social Media
- Public Speaking
- Microsoft Word
- Marketing
- Outlook
- Powerpoint
- Microsoft Excel
- Leadership
- Financial Analysis
- Event Management
- Data Entry
- Teamwork
- Microsoft Office
- Sales
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