Broker Check
Brad Klobassa

Brad Klobassa

Associate, Registered Representative

Brad Klobassa joined First Heartland Financial Group in January of 2014. Brad is a Registered Representative with Lincoln Financial Securities. At First Heartland Financial Group Brad assists individuals and families with budget management, retirement & savings strategies, college saving strategies, long-term care insurance, and life insurance. Brad enjoys working with all individuals to help them develop a custom-tailored approach to pursue their financial goals. Brad is committed to offering exceptional service to each unique situation. Brad helps clients of all ages.

Services Offered:

  • Investment and Retirement Strategies*
  • Estate Conservation Strategies*
  • Financial Planning and Analysis*
  • Retirement Income Distribution Planning*
  • Mutual Fund Portfolio Management*
  • Investment & Retirement Planning 401(k),
    Profit Sharing, and IRA/TSA Rollovers*

 

  • Annuities
  • Life Insurance
  • Long-Term Care Insurance
  • Disability Income Insurance
  • Individual & Group Health Insurance
  • Social Security Timing Strategies
  • Pension Distribution Strategies

*Investments services offered through Representatives of Lincoln Financial Securities, Member FINRA/SIPC. Lincoln Financial Securities & First Heartland Financial Group, Inc. are not affiliated. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. LFS-1702198-020317

Brad grew up in Elma, Iowa and graduated from Crestwood High School in 2004. Brad attended and graduated with honors from Upper Iowa University. While in college Brad volunteered as an assistant high school wrestling coach. After graduating Brad served the communities of Adel and Osceola, Iowa as a police officer. Prior to joining First Heartland, Brad worked at Alta Vista Insurance & Services in Alta Vista, Iowa helping clients protect their property and assets. Brad and his wife, Rachel, have three children, Ryder, Lydia, and Brooks. Brad enjoys spending time with his family, hunting, fishing, watching college and high school wrestling, and cheering on the Iowa Hawkeyes and Kansas City Chiefs.