Mike Klopfer, CFP®
The Alaska USA Financial Planning and Investment Services program is offered through CUNA Brokerage Services, Inc.*, a broker/dealer focused on serving credit union members. CUNA Brokerage Services, Inc. is an affiliate of CUNA Mutual Group.
As a financial professional for more than 15 years, Mike Klopfer helps individuals, families, and businesses plan for their future by providing them with the experience and knowledge necessary to achieve their goals.
He is an alumnus of the University of Colorado in Boulder and has earned the highest credential in the financial planning field the CERTIFIED FINANCIAL PLANNER ™, (CFP®) professional certification.
As a financial advisor, Mike assists members with financial strategies to meet a wide range of goals for different life stages. Including wealth accumulation in their working years, retirement income planning and distribution in their retirement years, as well as, wealth transfer planning, saving for education, business succession planning, and insurance protection.
Mike works closely with members to create individualized plans that align with their specific needs. His planning process includes gathering information by listening carefully to the members’ goals, analyzing and recommending solutions by considering the members’ needs, experience, and time horizon, implementing an individualized plan and finally, taking an active role in the members’ future by periodically checking in to make sure everything is still on track.
Mike has been a resident of Alaska since 1999 and is dedicated to helping members achieve financial security for themselves, their families and their businesses.
Contact Mike today
Alaska USA Financial Center
500 W 36th Ave., Suite 410
Anchorage, Alaska 99503
View the background of Mike Klopfer on BrokerCheck from the Financial Industry Regulatory Authority (FINRA).
*Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, D/B/A Alaska USA Financial Planning and Investment Services, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC Insured, May lose value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc., is a registered broker/dealer in all fifty states of the United States of America.
FR-2352479.1-1218-0121 Exp. 1/17/2021