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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.
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Founder And CeoPuzzle WealthMarco Island, Fl, Us -
Chief Executive OfficerPuzzle Wealth Jun 2021 - PresentSchaumburg, Illinois, Us -
Director & TreasurerKlaaskids 1995 - Present
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Senior Vice President - Wealth Management, Private Wealth AdvisorUbs Wealth Management Nov 2007 - Jun 2021Zurich, Ch. -
DirectorBeyond Missing Jun 2001 - Jan 2013
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Director & Vice President - Past PresidentBarrington Area Safety Council Nov 2005 - Dec 2011
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Senior Vice PresidentMorgan Stanley Jan 1990 - Nov 2007New York, Ny, Us
John Klaas Skills
John Klaas Education Details
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University Of Pennsylvania - The Wharton SchoolFinance -
Northwestern UniversityGeneral Securities -
Harper College -
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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