Steve Kluthe

About Steve Kluthe

Steve works closely with the planning team to facilitate goal documentation, fact-finding, implementation and maintenance. He especially enjoys working with business owners and professionals to help them simplify their life and work towards their goals. Steve uses a broad knowledge of investments and taxation to support this process. He particularly values the holistic planning approach, effectively collaborating and coordinating with attorneys and accountants to ensure planning synergy from all viewpoints. His acts as a facilitator, strategically bringing together and directing appropriate resources as necessary in order to effectively execute the underlying plan for the client.Steve joined the firm in 2021. Prior to this, he spent more than 15 years developing his broad financial services skillset with two other leading companies.

Experience

1. Financial Advisor

   LPL Financial

   Oct 2021 — Present

   Steve works closely with the planning team to facilitate goal documentation, fact-finding, implementation and maintenance. He especially enjoys working with business owners and professionals to help them simplify their life and work towards their goals. Steve uses a broad knowledge of investments and taxation to support this process. He particularly values the holistic planning approach, effectively collaborating and coordinating with attorneys and accountants to ensure planning synergy from all viewpoints. His acts as a facilitator, strategically bringing together and directing appropriate resources as necessary in order to effectively execute the underlying plan for the client.Securities and advisory services offered through LPL Financial (LPL), a registered investment advisor, member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.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 financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Education

• University of Nebraska at Omaha

  Bachelor’s Degree, Finance : Banking/Investments/ Marketing

Skills

• Permanent Life Insurance
• Marketing
• Fixed Annuities
• Tfsa
• Real Estate
• Long-Term Care
• Personal Financial Planning
• Risk Assessment
• Wealth Preservation Planning
• Wealth Management
• Estate Planning
• Employee Benefits
• Health Insurance
• Roth Ira
• Whole Life
• Life Insurance
• Underwriting
• Disability Insurance
• Problem Solving
• Business Planning
• Small Business
• Tax
• Negotiation
• Financial Planners
• Guaranteed Lifetime Income
• Licensed Life & Health Insurance Agent
• Term Life Insurance
• Management
• Strategic Planning
• Retirement
• Needs Analysis
• Strategic Financial Planning
• Licensed Life Insurance Agent
• Universal Life
• Annuity Sales
• Long Term Care Insurance
• Estate Preservation
• Insurance
• Key Person Insurance
• Iras