Our Team
As the founder of Klinkhammer Financial, Joe Klinkhammer has been serving the needs
of business owners, families, and individuals since 1984. Having grown up in a
family owned business, Joe understands firsthand the many areas of concern that business
owners and entrepreneurs can face. Through this experience, Joe's reputation for integrity,
trust, knowledge, understanding, and high quality service have become the cornerstones of our philosophy and conduct as a firm. Joe councils his clients in the areas of wealth management, personal financial planning, estate planning, business succession planning for business owners, and many other specialized financial planning strategies.
Always active in his industry, Joe is recognized as a consecutive Five Star Wealth Manager appearing in the Twin Cities Business Journal, Mpls. St.Paul Magazine, Forbes, Fortune and The Wall Street Journal, continues to serve on numerous boards and advisory councils, and is a lifetime qualifying member of the Million Dollar Round Table (MDRT).
Joe is a Chartered Financial Consultant® (ChFC®), a Chartered Life Underwriter® (CLU®), holds FINRA Series 6, 7, and 63 securities licenses, and various insurance licenses. From a fiduciary standpoint, Joe enjoys making a difference through impartial and comprehensive financial advice to his clients. Outside of the office, Joe enjoys spending time with his wife, Barbara, and their three grandchildren, giving back and serving his community, as well as traveling and hitting the open road.
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 our 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 Planner® (CFP®), a Chartered Financial Consultant® (ChFC®), a Five Star Wealth Manager appearing in the Twin Cities Business Journal, Mpls. St.Paul Magazine, Forbes, Fortune and The Wall Street Journal, 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. Outside of the office, Alex enjoys spending time with his wife, Laci, and their two children, Lawson and Brooklyn. Together they enjoy engaging with their community, traveling, getting out on the water and spending time almost anywhere outdoors.
Lindsey entered the financial industry in 2012, shortly after graduating from the University of Wisconsin – River Falls with Bachelor of Science degrees in Economics and in Political Science. Lindsey's prior experience in investment banking and institutional trading operations, combined with her years of apprenticeship with Klinkhammer Financial, makes Lindsey a proficient and knowledgeable asset to her clients.
Throughout her career Lindsey has excelled in working one-on-one with individuals and families. Lindsey councils her 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.
Lindsey is an Accredited Investment Fiduciary® (AIF®), and holds FINRA Series 7 and 66 licenses, as well as various insurance licenses. It is Lindsey's passion to make a difference in clients' lives through impartial, comprehensive financial advice. Outside of the office, Lindsey's interests include community volunteering, equestrian competitions, traveling with her dogs, and getting creative with pottery and stained-glass hobbies.
To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com
Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. This recognition is not representative of any investment performance or returns.