Alex Klinkhammer,
CFP^®, ChFC^®

Alex began his career in the music industry after graduating from Belmont University in Nashville, Tennessee, where he entered the world of finance and business management at the crossroads of entrepreneurship, private wealth, and the music industry. Early in his career, Alex advised leading songwriters, producers, recording artists, music executives, and entertainment entrepreneurs on financial topics while developing a sophisticated understanding of complex income streams and intellectual property. Growing up in a family business and observing his father’s leadership from an early age further shaped Alex’s disciplined approach to wealth, stewardship, and long-term planning—principles that remain central to his advisory philosophy today.

Alex works with high-net-worth individuals, multi-generational families, business owners, and entertainment professionals who value thoughtful, integrated financial guidance. His advisory work spans all areas of comprehensive wealth management, including strategic financial planning, estate and legacy planning, cash flow, business management for music industry clients, business succession planning, royalty and intellectual property income planning, risk and insurance structuring, and retirement and retirement income planning.

Alex is a Certified Financial Planner® (CFP®) and Chartered Financial Consultant® (ChFC®), and a multiyear recipient of the Five Star Wealth Manager Award, with recognition featured in Twin Cities Business Journal, Mpls. St. Paul Magazine, Forbes, Fortune, and The Wall Street Journal. In 2024, he was named a recipient of the InvestmentNews Rising Star Award (formerly InvestmentNews 40 Under 40), recognizing the top financial advisors in the nation under the age of 40. Dedicated to advancing both his profession and client experience, Alex has served three consecutive terms on Cambridge’s New Century Council. He holds FINRA Series 7 and 66 licenses, maintains multiple insurance licenses, and has qualified for membership in the Million Dollar Round Table (MDRT).

Outside of his professional pursuits, Alex values spending time with his wife and their two children. Together, they are actively involved in their community through school and youth sports, enjoy traveling to new as well as favorite destinations, live music, time on the water, and making time to enjoy the great outdoors.

Award Disclosures:

• InvestmentNews 2024 Rising Stars (formerly 40 Under 40). Nominees had to be aged 40 or under (as of November 30, 2024) and be committed to a career in wealth management with a clear passion for the industry. Finalists were chosen based on nominations and winners were selected by an independent judging panel. To learn about the award nomination and selection process, www.investmentnews.com.
• To receive the Five Star Wealth Manager award, a wealth manager must satisfy 10 objective eligibility and evaluation criteria that are associated with wealth managers who provide quality services to their clients. Factors taken into account include assets under management and client retention rate. Candidates also undergo a thorough regulatory and complaint review. Award candidates who satisfy the eligibility and evaluation criteria associated with providing quality services to their clients receive the Five Star Wealth Manager award.
• InvestmentNews 2026 Advisor the Year Excellence Awardee (Finalist) — Midwest region recognizes the most outstanding advisors in specified regions. The winner is publicly or self nominated and then judged based upon business development methods, knowledge of investment strategies, client relationship and retention methodology, client education, and community involvement. Winner will be announced June 24, 2026. This award is not based on investment performance.