Steve Kloss ,
AeroLeads people directory · profile

Steve Kloss , Email & Phone Number

Senior Client Executive at Oswald Financial, Inc.
Location: Greater Cleveland, United States 5 work roles 2 schools
1 work email found @oswaldfinancial.com 1 phone found area 907 LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@oswaldfinancial.com
Direct phone (907) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Oswald Financial, Inc.
Role
Senior Client Executive
Location
Greater Cleveland, United States
Company size
17 employees

Who is Steve Kloss ,? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Steve Kloss , is listed as Senior Client Executive at Oswald Financial, Inc., a with 17 employees, based in Greater Cleveland, United States. AeroLeads shows a work email signal at oswaldfinancial.com, phone signal with area code 907, and a matched LinkedIn profile for Steve Kloss ,.

Steve Kloss , previously worked as Non-Profit Product Consultant at Principal Financial Group and Regional Pension Director at Principal Financial Group. Steve Kloss , holds Bachelor Of Arts, Communications And Marketing from Cleveland State University.

Company email context

Email format at Oswald Financial, Inc.

This section adds company-level context without repeating Steve Kloss ,'s masked contact details.

{first_initial}{last}@oswaldfinancial.com
89% confidence

AeroLeads found 1 current-domain work email signal for Steve Kloss ,. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Steve Kloss ,

Steve Kloss has 30 years of experience specializing in marketing, helping plan sponsors design qualified and non-qualified retirement plans with extensive knowledge about tax-exempt not-for profit plans..Mr. Kloss’s past experience spans a wide range of industries and not-for-profit organizations including Healthcare and Manufacturing with particular emphasis on the following practice areas:• Investment Policy Management*Investment Fund Due Diligence Evaluation and Monitoring• Fiduciary Risk Management* Plan Design Consulting• Retirement Plan Design Education• Vendor Search • Participant Services• Plan RenovationsSteve has spent his career helping build the Not-for-Profit Sales & Marketing Divisions’ of some of the most respected qualified retirement planning companies in the industry today. His prior experience includes working with firms such as Principal Financial Group, Met Life, and Met Life Resources. Steve now puts his expertise to use as Senior Client Executive for the exclusive benefit of Oswald Financial Inc. clients.Specialties: Accredited Investment Fiduciary Advisor (AIF®) with training in all components of a comprehensive investment process and related fiduciary standards of care.

Listed skills include Retirement Planning, Retirement, Investments, Pensions, and 18 others.

Current workplace

Steve Kloss ,'s current company

Company context helps verify the profile and gives searchers a useful next step.

Oswald Financial, Inc.
Oswald Financial, Inc.
Senior Client Executive
cleveland, ohio, united states
Website
oswaldfinancial.com
Employees
17
AeroLeads page
Company profile
View company profile Email format
5 roles

Steve Kloss , work experience

A career timeline built from the work history available for this profile.

Senior Client Executive

Current
Oswald Financial, Inc.

Cleveland Ohio

Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the the "Contact Info" section above. Investment advice offered through Oswald Financial, Inc., a Registered Investment Advisor. Oswald Financial and LPL Financial are separate non-affiliated entities. 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 LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: Ohio.

Sep 2009 - Present

Non-Profit Product Consultant

Principal Financial Group

Responsible for new business development of retirement plan assets through technical and plan design consultative sales support for plan sponsor,retirement wholesalers and the advisor community across the country.

Jan 2005 - Nov 2008

Regional Pension Director

Principal Financial Group

Responsible for new business development of retirement plan assets through market and product support for retirement wholesalers and broker dealer channels in a 15 state area

Jan 2003 - Dec 2004

Marketing Director

Met Life Resources
Jan 1987 - Oct 2001
Team & coworkers

Colleagues at Oswald Financial, Inc.

Other employees you can reach at oswaldfinancial.com. View company contacts for 17 employees →

JD Jason Day, Aif® Jason Day, Aif® Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → JH Jess Hurley, Cpfa Jess Hurley, Cpfa Colleague at Oswald Financial, Inc.Cleveland, Ohio, United States View → SK Scott Kimble Scott Kimble Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → PB Pam Brooks, Aif®, Cpfa Pam Brooks, Aif®, Cpfa Colleague at Oswald Financial, Inc.Strongsville, Ohio, United States View → RS R. Scott Nicholls R. Scott Nicholls Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → TD Tyler Deck, Qka, Cpfa Tyler Deck, Qka, Cpfa Colleague at Oswald Financial, Inc.Columbus, Ohio Metropolitan Area, United States View → DK David Kulchar David Kulchar Colleague at Oswald Financial, Inc.Sunbury, Ohio, United States View → CC Cliff Cowles Cliff Cowles Colleague at Oswald Financial, Inc.Greater Cleveland, United States View → RM Russell Mcalonie, Chfc® Russell Mcalonie, Chfc® Colleague at Oswald Financial, Inc.Akron, Ohio, United States View → LO Larry Oswald Larry Oswald Colleague at Oswald Financial, Inc.Sioux City Region, United States View →
2 education records

Steve Kloss , education

College Prepatory

Holy Name High School
FAQ

Frequently asked questions about Steve Kloss ,

Quick answers generated from the profile data available on this page.

What company does Steve Kloss , work for?

Steve Kloss , works for Oswald Financial, Inc..

What is Steve Kloss ,'s role at Oswald Financial, Inc.?

Steve Kloss , is listed as Senior Client Executive at Oswald Financial, Inc..

What is Steve Kloss ,'s email address?

AeroLeads has found 1 work email signal at @oswaldfinancial.com for Steve Kloss , at Oswald Financial, Inc..

What is Steve Kloss ,'s phone number?

AeroLeads has found 1 phone signal(s) with area code 907 for Steve Kloss , at Oswald Financial, Inc..

Where is Steve Kloss , based?

Steve Kloss , is based in Greater Cleveland, United States while working with Oswald Financial, Inc..

What companies has Steve Kloss , worked for?

Steve Kloss , has worked for Oswald Financial, Inc., Principal Financial Group, and Met Life Resources.

Who are Steve Kloss ,'s colleagues at Oswald Financial, Inc.?

Steve Kloss ,'s colleagues at Oswald Financial, Inc. include Jason Day, Aif®, Jess Hurley, Cpfa, Scott Kimble, Pam Brooks, Aif®, Cpfa, and R. Scott Nicholls.

How can I contact Steve Kloss ,?

You can use AeroLeads to view verified contact signals for Steve Kloss , at Oswald Financial, Inc., including work email, phone, and LinkedIn data when available.

What schools did Steve Kloss , attend?

Steve Kloss , holds Bachelor Of Arts, Communications And Marketing from Cleveland State University.

What skills is Steve Kloss , known for?

Steve Kloss , is listed with skills including Retirement Planning, Retirement, Investments, Pensions, Securities, 401K, Employee Benefits, and Asset Allocation.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Steve Kloss , you were looking for.

Steve Kloss
Steve Kloss
Owner, Jca Inventories, Inc.
Burlington, Nj
6 email domains
Steve Kloss
Steve Kloss
Senior Rtirement Consultant At Oswald Companies
Cleveland, Oh
Steve Kloss
Steve Kloss
Owner At Kloss Furniture
Highland, Il
3 email domains
View similar profiles