Awards & Accomplishments
- Five Star Wealth Manager award winner 2013, 2014, 2015, 2016, 2017 and 2018
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