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The Alaska USA Financial Planning & 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. For more information about CUNA Brokerage Services, Inc., please visit cunabrokerage.com

Mike Klopfer

Mike Klopfer, CFP®

Financial Advisor

Mike Klopfer has been in the financial services industry since 2002 and has served as a financial advisor since 2003.

In his role as financial advisor, Mike helps individuals, families, and businesses plan for their futures. He assists members with a wide range of goals, including wealth accumulation, retirement income planning, wealth transfer planning, saving for education, business succession planning, and insurance protection. He works with his clients to help define their financial goals and concerns, then carefully creates plans that align with their specific needs, time horizons, and tolerance for risk.

An alumnus of the University of Colorado in Boulder and a resident of Alaska since 1999, Mike helps clients achieve their financial goals through dedication and outstanding service.

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-3878557.1-1021-1123 Exp. 11/20/2023

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