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. Michelle has a degree in Business Administration from Metropolitan State University – St. Paul, MN, and holds her Accident, Health, Life, Property and Casualty State of WI Insurance Licenses. In her spare time, she enjoys spending time with her husband, Denny, watching their children, Megan, Olivia, and Cody play football, tennis, hockey, and softball. Michelle also enjoys going on walks with her dog and spending time with her cat and steers.

Education and Training

  • Series 7 held at LPL Financial

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About Us

Bernicke Wealth Management, Ltd. (Bernicke) is an independent, multi-disciplinary firm with 20 employees. Our financial advisers provide wealth management services for individual investors, businesses, foundations, and nonprofits, including investment planning, retirement planning, estate planning, and tax planning.

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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.

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