John Klaas

John Klaas Email and Phone Number

Founder and CEO @ Puzzle Wealth
Marco Island, FL, US
John Klaas's Location
Marco Island, Florida, United States, United States
John Klaas's Contact Details

John Klaas personal email

n/a
About John Klaas

John’s career began in 1988 on the anniversary of one of the equity market’s most tumultuous days, and in the years since, he has helped clients manage their wealth through 10 market corrections and three recessions. His dedication to his clients and to always doing the right thing led him to founding Puzzle Wealth and an independent practice.“We never forget who we work for or what is important. People value their family, faith, health and finances. We are in the position where somebody will rely on us with one of these topics.”John believes in delivering holistic wealth management solutions to clients. He enjoys partnering with them on asset allocation and total portfolio management with a focus on charitable giving and estate planning. He believes opportunities to make a major impact in the markets are rare, but is prepared for them every day.Before Puzzle, John was Senior Vice President of The Klaas Group at UBS for 14 years. Prior to that he spent 18 years at Morgan Stanley and a tenure at Burton and Associates. He has distinguished himself by completing the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. In addition, he holds his Series 7, 31, 63 and 65 securities licenses and insurance licenses. John lives in Barrington Hills and is happily married with three children. Passionate about child safety and children’s rights, he has been actively involved with the KlaasKids Foundation since its inception.John Klaas is a registered representative with, and securities offered through, LPL Financial, Member FINRA / SIPC. Gladstone Wealth Partners is a separate entity from LPL Financial. **Registered States**AL,AZ,CA,CO,DC,FL,GA,IL,IN,KS,MA,MD,ME,MI,MN,MO,MS,MT,NC,NE,NH,NJ,NV,NY,OH,OR,PA,TN,TX,VA,WA,WISecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. 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.

John Klaas's Current Company Details
Puzzle Wealth

Puzzle Wealth

View
Founder and CEO
Marco Island, FL, US
Website:
puzzlewealth.com
Employees:
15
John Klaas Work Experience Details
  • Puzzle Wealth
    Founder And Ceo
    Puzzle Wealth
    Marco Island, Fl, Us
  • Puzzle Wealth
    Chief Executive Officer
    Puzzle Wealth Jun 2021 - Present
    Schaumburg, Illinois, Us
  • Klaaskids
    Director & Treasurer
    Klaaskids 1995 - Present
  • Ubs Wealth Management
    Senior Vice President - Wealth Management, Private Wealth Advisor
    Ubs Wealth Management Nov 2007 - Jun 2021
    Zurich, Ch
    .
  • Beyond Missing
    Director
    Beyond Missing Jun 2001 - Jan 2013
  • Barrington Area Safety Council
    Director & Vice President - Past President
    Barrington Area Safety Council Nov 2005 - Dec 2011
  • Morgan Stanley
    Senior Vice President
    Morgan Stanley Jan 1990 - Nov 2007
    New York, Ny, Us

John Klaas Skills

Financial Services Investments

John Klaas Education Details

  • University Of Pennsylvania - The Wharton School
    University Of Pennsylvania - The Wharton School
    Finance
  • Northwestern University
    Northwestern University
    General Securities
  • Harper College
    Harper College
  • William Fremd
    William Fremd

Frequently Asked Questions about John Klaas

What company does John Klaas work for?

John Klaas works for Puzzle Wealth

What is John Klaas's role at the current company?

John Klaas's current role is Founder and CEO.

What is John Klaas's email address?

John Klaas's email address is jo****@****ubs.com

What is John Klaas's direct phone number?

John Klaas's direct phone number is +131252*****

What schools did John Klaas attend?

John Klaas attended University Of Pennsylvania - The Wharton School, Northwestern University, Harper College, William Fremd.

What are some of John Klaas's interests?

John Klaas has interest in Financial Planning, Investment Management, Child Safety.

What skills is John Klaas known for?

John Klaas has skills like Financial Services, Investments.

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