Paul Klosterman

Paul Klosterman:  As President and Managing Partner of SplitRock Financial Group, Paul has over 30 years of experience, serving clients and business owners, as an Investment Advisor Representative (IAR).

As an Investment Advisor Representative, Paul helps clients by managing portfolio risk, planning for college, developing tax reduction strategies, creating customized retirement income distribution strategies, setting up insurance protection for loves ones, developing efficient estate planning strategies, and more.

Paul is committed to understanding your unique needs and customizing an overall strategy to help you achieve your goals.  In addition, he will continue to monitor and suggest changes along the way, as your goals and life evolve.

Outside of work, Paul enjoys time with his wife and family, golfing, and traveling.  

Paul has received numerous recognitions for his work with clients including:

• Top Wealth Manager 2011, 2012, 2016 Twin Cities Magazine
• Pinnacle Advisory Council, 1994-2008, Signator Investors Inc. 
• President's Recognition Award, 1995-20015, American Investments
• Platinum Team, 1998-2007, Putnam Investments
• Advisor Council 2001- 2014, Fidelity Investments
• Kite & Key Club 2001- 2016 Franklin Templeton Investments

* Financial analysis and recommendations are not intended to replace the need for independent tax, accounting, or legal review. Individuals are advised to seek the counsel of such licensed professionals.