Steve Kloss

Senior Client Executive

Role: Senior Client Executive at Oswald Financial
Location: Cleveland, OH, US
LinkedIn followers: 500 followers

Sales & Business DevelopmentView LinkedIn profile

About Steve Kloss

Steve Kloss has 30 years of experience specializing in marketing, helping plan sponsors…

Experience

Senior Client Executive
Oswald Financial
Sep 2009 — Present
Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the the \"Contact Info\" section above. Investment advice offered through Oswald Financial, Inc, a Registered Investment Advisor. Oswald Financial and LPL Financial are separate non-affiliated entities. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Ohio.

Education

Cleveland State University
Bachelor of Arts, Communications and Marketing
1972 — 1976
Holy Name High School
College Prepatory
1968 — 1972
Cleveland State University
Master of Business Administration - MBA, Finance and Financial Management Services

Skills

Training
Securities
Finance
Investments
Crm
Asset Allocation
Retirement
Sales
Management
Investment Banking
Defined Benefit
Business Planning
Qualified Retirement Plans
Series 7
Pensions
Employee Benefits
Mergers & Acquisitions
Retirement Planning
Nonprofits
Finra
Retirement Plan Consulting
401k

Contact information

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Work email
•••••@oswaldfinancial.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Oswald Financial

Financial Services · 27 employees · Founded 1999 · Cleveland, Ohio, United States

Oswald Financial is a full service advisory firm with a focus on retirement plans and wealth management. Oswald Financial enjoys strong relationships with highly respected clients throughout the country. Whether a large corporation, small business or individual seeking to attain personal retirement goals, we earn our reputation by providing the guidance and the results-driven strategies that aim to preserve your financial assets. We are able to deliver to clients what had traditionally only been available to larger plans – heightened best practices and investment due diligence, assistance as an investment fiduciary under an open-architecture plan, independent vendor search and benchmarking, and high-quality service and communications. Planadviser\'s 20••••16 TOP 100 Retirement Plan Adviser, Financial Times\' 401 Top Retirement Plan Advisors 2015.(PLANADVISER award based solely on quantitative factors, including plan assets and number of plans, as reported directly by nominees. David Kulchar was named a 2015 Financial Times Top 401 Retirement Plan Advisor. Awarded to financial advisors managing at least $25 million in defined contribution (DC) plan assets where DC plans represent at least 20% of total AUM. Graded on several criteria, including growth in DC plans and assets, plan participation rates, experience and industry certifications, and compliance record. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Securities offered through LPL Financial, member Investment advisory services offered through Global Retirement Partners, DBA Oswald Financial, an SEC registered investment advisor and separate entity from LPL Financial. For a list of states in which we are registered to do business, please visit

oswaldfinancial.com

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