Company Overview

In today’s investment marketplace, you need the most comprehensive and competitive services to pursue your financial goals. With this in mind, Klein Investment Services has formed an association with KleinBank. Our representatives are affiliated with LPL Financial and serve as a link between your financial investment institution and a wide variety of products and services.

Our representatives will work with you to determine which strategies may be suitable for your situation. While the investment options themselves are important, the professional guidance of our representatives is what sets us apart. With the myriad of choices available today, you’ll enjoy the satisfaction that comes from knowing you can rely on the knowledge of a financial professional who understands you and your goals.

The personalized service and expertise of your Klein Investment Services Financial Consultant, combined with our association with LPL Financial, a leading independent broker dealer, and KleinBank, one of Minnesota’s largest family-owned state banks, can help you work toward a successful financial future.