Independent Advisors, Your Independent Future.

CONNECT

Address:

P.O. Box 407
Northfield, MN 55057

Phone:

(651) 775-1241 /(888) 664-9088

Fax/Other:

507-664-9086

Our Team

Joe Klinkhammer, CLU, ChFC
Chartered Financial Consultant, Proprietor
 
Establishing Klinkhammer Financial in 1984, Joe envisioned an independent financial firm that would focus primarily on advising small business owners, families and individuals. Joe has been living that vision for over 30 successful years.
 
Having grown up in a family owned business and understanding its complexities, Joe understands firsthand the many areas of concern that successful business owners can face. It is through this understanding that his unwavering effort and reputation for integrity and professionalism have built a strong client base from consistent referrals and introductions from current clients, and a strong network of trusted professionals. Joe's areas of expertise lie in retirement planning, asset management, family estate planning, employer and executive benefits & compensation, buy/sell agreements between business partners, and many other unique investment and planning strategies.
 
Always active in his industry, Joe is a member of NAIFA through the Minneapolis/St. Paul chapter, is recognized as a consecutive Five Star Wealth Manager** featured in both the Twin Cities Business Journal & Mpls.St.Paul Magazines. Joe is a two-time past-President of Penn Mutual's Producer Advisory Council (PAC), as well as former Treasurer of the Executive Council. Additionally, Joe is a prior member of the Pacific Advisory Council of Pacific Life. Joe's qualifications include earning the Charted Financial Consultant (ChFC) designation, being a Chartered Life Underwriter (CLU), and also include the Series 6, Series 7 & Series 63 securities registrations.
 
**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
 
Alex Klinkhammer
Financial Advisor
 

Having entered the financial industry in 2010, Alex's prior experience in accounting, business management, and financial advising with fellow high caliber firms, coupled with his valuable years of apprenticeship with Klinkhammer Financial, have made Alex an exceptional partner of our firm, as well as a trusted advisor to our clients.

Alex's areas of specialty lie in retirement planning, tax diversification planning, qualified & non-qualified investment strategies, custom designed employer and executive benefits & compensation, structuring of buy/sell agreements, and various other strategies and plans as they apply.

Alex is an alumni of Belmont University in Nashville, Tennessee. He holds the Series 7 and Series 66 securities registrations, as wells as various insurance licensures. Constantly working to further the value he brings to his clients, Alex is currently pursuing the Chartered Financial Consultant designation.

 

Zeb Klinkhammer
Director, Business Operations
 

A true entrepreneur in every sense of the word, Zeb entered the financial industry with Klinkhammer Financial in 2008. With proven real-world experience in constructing and operating several successful businesses, Zeb's expertise is well aligned with the values and business practice standards of Klinkhammer Financial.

As the nerve center of our firm, Zeb is responsible for all business and administrative functions of the company. Zeb holds various insurance licensures and certifications, and his financial industry honors include being elected President of Penn Mutual's Legacy Study Group, as well as achieving membership into Penn Mutual's prestigious President's Club for outstanding service and performance in meeting the complexities of our client's financial needs and objectives.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck