Szablis M. Klee

Szablis M. Klee

Full Circle Financial

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: No minimum required

Minimum client income required: No minimum required

Title: Financial Advisor

Offering advice since: 2000

Areas of focus:

  • Annuities
  • Business planning
  • Divorce planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Medical and Health Issues
  • Portfolio Management
  • Real Estate
  • Retirement Planning
  • Securities
  • Stocks and Bonds
  • Tax Planning

Further information about Szablis M. Klee:

Szablis has worked in the financial services industry for over ten years. As a former senior executive, and a Director for a large bank investment program, she recognized a desire among families, individuals, and small business owners for more satisfying and personal financial advisory relationships.

More than ever, honest answers, personal attention, and access to informational resources to help people feel informed and in control is sought after. Szablis finds great satisfaction in her work striving to provide this experience to her valued clients.

In 2005, she established her private practice, becoming Full Circle Financial in 2008, providing truly tailored full service financial advisory and investment services. Szablis also provides supervisory oversight for a large group of peer advisors, helping to ensure their recommendations and work with clients is appropriate and compliant.

Registered with the Financial Industry Regulatory Authority as a Registered Agent and Investment Advisor, Registered Securities Principal, and General Securities Registered Representative, Szablis is also licensed by the State of Minnesota as a Life, Accident and Health Insurance Agent.

Szablis was born in Redlands, California and moved to Kauai, Hawaii in her early teens. Growing up in this environment no doubt established her love of water and the outdoors. She lives in Rochester, Minnesota with her husband, Dr. Eric Klee, and their three children.

Compensation and Fee Structures:

We work on a fee and commission basis, offering full transparency of compensation. It is our objective to ensure you are able to assess the value you receive for your dollars.

Licenses, Certifications & Affiliations:

Registered with the Financial Industry Regulatory Authority as a Registered Agent and Investment Advisor, Registered Securities Principal, and General Securities Registered Representative, Szablis is also licensed by the State of Minnesota as a Life, Accident and Health Insurance Agent.

Education:

Not specified

Foreign Languages spoken:

Spanish translation available

Will provide references upon request?

Yes


Further information about Full Circle Financial:

Full Circle Financial

(Size of firm: 0-9 advisors)

Full Circle Financial specializes in personal financial planning. Using our unique assessments, we learn first about you, then about your expectations and objectives, and finally about how your financial needs support your vision of success. We craft a personal financial plan for each individual client using your own values and expectations as the infrastructure of the plan. This helps ensure your plan is comfortable to live with, and will meet your short, mid, and long term financial needs. We understand that while most try, no one advisor can adequately specialize in all areas involved in executing a successful financial plan. There are far too many products, services, and ever-changing laws to keep up with. In order to provide high level service while also offering the best possible technical execution of strategies, we maintain our network of trusted specialists including estate planning attorneys, portfolio managers, certified public accountants, and insurance specialists whom we can consult for the most current, in-depth knowledge in those areas which affect your plan. This allows us to do what we do best - work closely with you to see and understand your big picture, providing high levels of contact and service while managing your overall plan.

The happiness and success of our clients is the reason our practice continues to grow and thrive. We look forward to meeting with you to assess together our ability to meet your needs.

Securities and advisory services offered through Geneos Wealth Management, Inc., member FINRA/SIPC.


Contact Information for Szablis M. Klee

Phone: 800.323.9171 x 2
Please support us by letting this adviser know you found them through Boomerater

Fax: 800.884.6117

Address for Szablis M. Klee:
300 First Avenue NW
Suite 300
Rochester, MN, 55901

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