John Klaas Email & Phone Number | John’s career began in 1988 on the anniversary of one of the equity market’s most tumultuous days, and in the years since, he has helped clients manage their wealth through 10 market corrections and three recessions. His dedication to his clients and to always doing the right thing led him to founding Puzzle Wealth and an independent practice. “We never forget who we work for or what is important. People value their family, faith, health and finances. We are in the position where somebody will rely on us with one of these topics.” John believes in delivering holistic wealth management solutions to clients. He enjoys partnering with them on asset allocation and total portfolio management with a focus on charitable giving and estate planning. He believes opportunities to make a major impact in the markets are rare, but is prepared for them every day. Before Puzzle, John was Senior Vice President of The Klaas Group at UBS for 14 years. Prior to that he spent 18 years at Morgan Stanley and a tenure at Burton and Associates. He has distinguished himself by completing the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. In addition, he holds his Series 7, 31, 63 and 65 securities licenses and insurance licenses. John lives in Barrington Hills and is happily married with three children. Passionate about child safety and children’s rights, he has been actively involved with the KlaasKids Foundation since its inception. John Klaas is a registered representative with, and securities offered through, LPL Financial, Member FINRA / SIPC. Gladstone Wealth Partners is a separate entity from LPL Financial. **Registered States**AL,AZ,CA,CO,DC,FL,GA,IL,IN,KS,MA,MD,ME,MI,MN,MO,MS,MT,NC,NE,NH,NJ,NV,NY,OH,OR,PA,TN,TX,VA,WA,WI Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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.

John Klaas

John’s career began in 1988 on the anniversary of one of the equity market’s most tumultuous days, a...
Marco Island, Florida, United States

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John Klaas’s Email john.klaas@ubs.com

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John Klaas’s Location Marco Island, Florida, United States

John Klaas’s Current Industry Puzzle Wealth Klaaskids

John Klaas’s Prior Industry Ubs Wealth Management | Beyond Missing | Barrington Area Safety Council | Morgan Stanley

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Work Experience

Puzzle Wealth

Chief Executive Officer

2021-06-01 00:00:00 - Present

Klaaskids

Director & Treasurer

1995-01-01 00:00:00 - Present

Ubs Wealth Management

Senior Vice President - Wealth Management, Private Wealth Advisor

2007-11-01 00:00:00 - 2021-06-01 00:00:00

Beyond Missing

Director

2001-06-01 00:00:00 - 2013-01-01 00:00:00

Barrington Area Safety Council

Director & Vice President - Past President

2005-11-01 00:00:00 - 2011-12-01 00:00:00

Morgan Stanley

Senior Vice President

1990-01-01 00:00:00 - 2007-11-01 00:00:00

Skills

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Languages

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FAQ About John Klaas

John Klaas is located at
Marco Island, Florida, United States

John Klaas is a John’s career began in 1988 on the anniversary of one of the equity market’s most tumultuous days, and in the years since, he has helped clients manage their wealth through 10 market corrections and three recessions. His dedication to his clients and to always doing the right thing led him to founding Puzzle Wealth and an independent practice. “We never forget who we work for or what is important. People value their family, faith, health and finances. We are in the position where somebody will rely on us with one of these topics.” John believes in delivering holistic wealth management solutions to clients. He enjoys partnering with them on asset allocation and total portfolio management with a focus on charitable giving and estate planning. He believes opportunities to make a major impact in the markets are rare, but is prepared for them every day. Before Puzzle, John was Senior Vice President of The Klaas Group at UBS for 14 years. Prior to that he spent 18 years at Morgan Stanley and a tenure at Burton and Associates. He has distinguished himself by completing the Senior Financial Advisor Program at the Wharton School of the University of Pennsylvania. In addition, he holds his Series 7, 31, 63 and 65 securities licenses and insurance licenses. John lives in Barrington Hills and is happily married with three children. Passionate about child safety and children’s rights, he has been actively involved with the KlaasKids Foundation since its inception. John Klaas is a registered representative with, and securities offered through, LPL Financial, Member FINRA / SIPC. Gladstone Wealth Partners is a separate entity from LPL Financial. **Registered States**AL,AZ,CA,CO,DC,FL,GA,IL,IN,KS,MA,MD,ME,MI,MN,MO,MS,MT,NC,NE,NH,NJ,NV,NY,OH,OR,PA,TN,TX,VA,WA,WI Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial 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.

John Klaas currently works in the Puzzle Wealth | Klaaskids |

No Languages Available

John Klaas has prior
experience in the following industries:
Ubs Wealth Management | Beyond Missing | Barrington Area Safety Council | Morgan Stanley

John Klaas has the following professional experience:
Puzzle Wealth | Klaaskids | Ubs Wealth Management | Beyond Missing | Barrington Area Safety Council | Morgan Stanley