Kevin Clasen, Cfp Email and Phone Number
Kevin Clasen, Cfp work email
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Kevin Clasen, Cfp personal email
Kevin Clasen, Cfp phone numbers
I was recruited into the financial services business 24 years ago while still in college. Trying to make ends meet, I juggled a job at a bank to supplement the fledgling business working on in the evenings. I didn’t have much, but I did have one thing, and that was a solid work ethic.The investment paid off. Over the past two decades, my business has flourished as a result of hard work and the referrals of satisfied clients. I am known for working with succession planning for closely-held businesses, and financial planning for families of special needs children. I believe it is important to offer clients a comprehensive suite of financial planning services, investments, and insurance products, and a team approach with years of expertise between them allow for just that. I have a firm commitment to staying current in the field and have obtained six professionals designations to date. I feel the time spent on professional development is well justified and see continuing education as a capital investment in the business, much like a factory owner purchasing a new piece of machinery. In our line of work, we provide value to our clients by investing in ourselves.My wife, Shelly and I devote a lot of their time to our church since our daughters went off to college and we have become empty nesters. Shelly serves as the mission’s director which has allowed her to travel the world and see remarkable places and meeting fascinating people. I couldn’t be prouder of the work my wife and I do for the community! It is all about giving back.I graduated from Indiana Wesleyan University with a degree in Business Administration. My family and I reside in Indianapolis, Indiana. Kevin Clasen is a Registered Representative of and offers securities and investment advisory services through MML Investors Services, LLC., Member SIPC (www.sipc.com). 900 East 96th Street, Suite 300, Indianapolis, IN 46240 (317) 469-9999. I am licensed to sell insurance products in the following jurisdictions:AZ, DC, FL, GA, IL, IN, KS, KY, MA, MD, MI, NC, NJ, NY, OH, PA, SD, TN, TX, VA, WI I am registered to offer securities in the following jurisdictions:AZ, CA, DC, FL, GA, IL, IN, KS, MA, MD, MI, MO, MS, NY OH, PA, SD, TN, TX, VA, WA, WI
The Crossroads Group
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Financial PlannerThe Crossroads Group Jan 2021 - PresentIndianapolis, Indiana, United StatesWe love to help you create financial independence and generational wealth.Kevin, who runs a thriving financial services practice in Indianapolis, was recruited into the financial services business 24 years ago while he was still in college. Trying to make ends meet, he juggled a job at a bank to supplement the fledgling business he was working on in the evenings. “I didn’t have much,” he recalls of those early days, “but I did have one thing, and that was a solid work ethic.”The investment paid off. Over the past two decades, Kevin’s business has flourished as a result of his hard work and the referrals of satisfied clients.Kevin is best known for the work he does with succession planning for closely held businesses and financial planning for families of special needs children. Kevin believes it is important to offer clients a comprehensive suite of financial planning services, investments, and insurance products and a team approach with years of expertise between them allows for just that.Kevin has made a firm commitment to staying current in his field and has obtained six professional designations to date. He feels the time spent on professional development is well justified. Kevin sees continuing education as a capital investment in his business, much like a factory owner purchasing a new piece of machinery. “In our line of work,” he says, “we provide value to our clients by investing in ourselves.”Kevin and his wife Shelly devote a lot of their time to their church since their daughters went off to college and they became empty-nesters. In fact, Shelly serves as the mission’s director which has allowed her to travel the world and see remarkable places and meeting fascinating people. Kevin says, “I couldn’t be prouder of the work my wife and I do for the community; it is all about giving back.”Kevin graduated from Indiana Wesleyan University with a degree in Business Administration. He and his family reside in Indianapolis, Indiana. -
Cfp®, Clu®, Chfc®, Msfs®, Chsnc®The Crossroads Group Jan 2020 - Present -
Senior Financial AdvisorWestpoint Financial Group Mar 1992 - PresentIndianapolis, Indiana, United States
Kevin Clasen, Cfp Skills
Kevin Clasen, Cfp Education Details
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Bachelors -
Wichita South High School
Frequently Asked Questions about Kevin Clasen, Cfp
What company does Kevin Clasen, Cfp work for?
Kevin Clasen, Cfp works for The Crossroads Group
What is Kevin Clasen, Cfp's role at the current company?
Kevin Clasen, Cfp's current role is "I Love to impact lives and help families achieve financial success."| Financial Planner | The Crossroads Group - We help families navigate through all the financial crossroads of their life..
What is Kevin Clasen, Cfp's email address?
Kevin Clasen, Cfp's email address is kc****@****oup.com
What is Kevin Clasen, Cfp's direct phone number?
Kevin Clasen, Cfp's direct phone number is +157427*****
What schools did Kevin Clasen, Cfp attend?
Kevin Clasen, Cfp attended Indiana Wesleyan University, Wichita South High School.
What are some of Kevin Clasen, Cfp's interests?
Kevin Clasen, Cfp has interest in Family, Politics, Education, Youth Ministry At My Church, Golf, Arts And Culture.
What skills is Kevin Clasen, Cfp known for?
Kevin Clasen, Cfp has skills like Strategic Financial Planning, Retirement, Investments, Insurance, Disability Insurance, Finance, Financial Advisory, Securities, Business Planning, Financial Services, Long Term Care Insurance, Retirement Planning.
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