“My parents always raised us with a lot of integrity and a focus on work ethic, and if you can combine those two things in this business – that’s a very powerful thing.”
Alex Klinkhammer of Klinkhammer Financial is no stranger to the financial services industry. Since day one, Klinkhammer Financial has been family-owned operated, founded in 1984 by Alex’s father, Joe Klinkhammer. Now Alex serves his clients as a CERTIFIED FINANCIAL PLANNERTM professional, in the areas of wealth management, financial planning, estate planning, and business succession planning and his sister has joined the firm. Not only does he leverage his years of apprenticeship experience with Klinkhammer Financial, but also from his time in the music industry, making him an exceptional partner for the firm.
Don’t miss out on Episode 171: Next in Line, as Alex joins Cambridge CEO Amy Webber to discuss:
Alex entered the financial industry in 2010, shortly after graduating from Belmont University in Nashville, Tennessee. Alex's prior experience in accounting and finance for clients in the music industry, as well as his valuable years of apprenticeship with Klinkhammer Financial, have made Alex an exceptional partner of the firm and a trusted advisor to his clients. Alex councils his clients in the areas of wealth management, financial planning, estate planning, budgeting, business succession planning for business owners, and many other specialized financial planning strategies. Alex is a CERTIFIED FINANCIAL PLANNERTM professional, a Chartered Financial Consultant® (ChFC®), and holds FINRA Series 7 and 66 securities licenses, as well as various insurance licenses. From a fiduciary standpoint, Alex strives to make an impact through impartial, comprehensive financial advice to his clients.
http://www.klinkhammerfinancial.com/
Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser, Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: MN, WI, FL, TN, MD, NM, TX, AZ, OH & ND 12087 100th Street East, Northfield, MN 55057
Klinkhammer Financial is independent of Cambridge.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.
Get our succession strategy outlining Cambridge’s commitment to internal control and preserving the independence of the financial advisors we serve.
Celebrating our 40th anniversary, we recognize it has always been about the people. Watch how Eric Schwartz, Founder and Co-Chairman of the Board, just wanted to build something wonderful.
Cambridge Stronger is a podcast series hosted by Cambridge CEO and Co-Chairman of the Board, Amy Webber. It is produced by Cambridge – a financial solutions firm where culture counts and values matter most.