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Michelle M. Klass

Paraplanner

Michelle M. Klass

Michelle M. Klass

Paraplanner

Michelle is a Paraplanner who likes to take customer service to the next level.  Always greeting the client with a friendly smile, Michelle strives to make the client experience a personable one they enjoy. In their spare time, she and her husband Denny enjoy spending time with their children, Megan, Olivia, and Cody. They also enjoy walking their dog Roxie, golfing, fishing, and camping at various racing venues.

Certifications, Licenses, and Registrations

  • Accident, Life, Health, Property and Casualty, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7 held at LPL Financial
  • Series 66 held at LPL Financial & Great Valley Advisor Group
  • Bachelor of Science Degree – Business Administration; Metropolitan State University – St. Paul MN

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 25 employees located outside Eau Claire, in Altoona, Wisconsin. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

© 2022 Bernicke Wealth Management, Ltd.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Great Valley Advisor Group, a registered investment advisor. Great Valley Advisor Group and Bernicke Wealth Management are separate entities from LPL Financial. The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Learn why you may be able to retire earlier than you think.

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