Michelle Klass - Principal Financial Advisor

02/13/2025

If you own a company or work for a company that provide group benefits or a 401(k) plan and you haven't seen your representative for awhile, give me a call. Did you know it is a good practice and within a fiduciaries responsibility to regularly review and monitor a plan's investment options, fees, and overall performance at least every few years? This is a common recommendation due to potential market changes and participant needs evolution. There is no cost for a review and it could be a money saver for the company!

05/23/2024

Women Advisor Summit - so much good information about women advisors and women needing investment advice.

05/03/2024

https://www.principal.com/individuals/build-your-knowledge/how-do-i-rollover-a-retirement-account

You may be leaving a job and need to do something with your retirement savings. Or you may have old retirement accounts to consolidate. Whatever the reason, completing a rollover can help.

03/13/2024

Thank you so much Lissa Marsolek for the new headshots!!!

03/04/2024

http://ms.spr.ly/6044cnHUK
We understand that helping people feel valued and better prepared for their financial futures also helps them do their best work. 🙌

As an employer in the U.S., you have a remarkable opportunity to help your employees feel more financially secure, leading to better retention and engagement.

01/24/2024

If you or a loved one are taking income from an annuity, lets take a look at it. I may be able to get you something better - if not, GREAT!!! But it never hurts to look. There are some very nice annuities out there right now.

01/23/2024

Is your Financial Representative meeting your expectations and having an annual review of your financial plan? Have you never sat down with someone to go over your financial future and plan out your dreams, goals, and objectives?

If you can answer yes to either of these questions, give me a call as I would love to meet with you to discuss your goals for your financial future. Remember, financial planning doesn't stop once a financial plan is initially put in place, it continues throughout your lifetime.

I look forward to hearing from you!

Michelle M. Klass
Financial Representative
Principal Securities Registered Representative
Financial Advisor

1421 Broadway St. N.
Suite 113
Menomonie, WI, 54751
D: (414)203-1918 | M: (715)556-0722 |
[email protected]

Insurance products issued by Principal National Life Insurance Company (except in NY), Principal Life Insurance Company®, and the companies available through the Preferred Product Network, Inc. Securities and advisory products offered through Principal Securities, Inc., Member SIPC. Referenced companies are members of the Principal Financial Group®, Des Moines, IA 50392

The Principal® Financial Network of the Wisconsin is a group of local offices representing Principal® in the Wisconsin areas.

01/14/2024

Welcome to my new Principal Advisor page. Forgive me as I clean up the photography page and clean this up but I just wanted to just give a little introduction to what I have been up to. I have started a new position with Principal Financial as an advisor and have started taking on my own clients. I work with individuals, couples, and small to medium sized small business owners so they can live their best lives. I prioritize my clients dreams, goals, and objectives which helps me plan and protect their financial future. If you have never sat down with someone and would like me to give you a recommendation on your financial wants, please reach out to me. If you have have changed jobs and have a retirement account you would like to hear the options for the account, give me a call. If you work with someone already and would like a second set of eyes to take a look at your plan, I am here for that too. I would love to sit down and discuss options to plan and protect what you are striving to achieve or what you have worked so hard for already. My direct number is 414-203-1918 or my cell is 715-556-0722. Give me a call!!!!