Broker Check


Robert E. Kloss JD, CFP® Team

Robert Kloss, JD, CFP®

President

716-312-7424

716-312-7422

rkloss@clearplanfinancial.com

As a Financial Advisor at LPL Financial, Robert has more than 30 years of wealth management experience. In 1993, he earned the Certified Financial Planner® Professional...

Read more

Kimberly Kowalski

Client Experience Manager / LPL Registered Representative

716-312-7424 x100

716-312-7422

kim@clearplanfinancial.com

Jacob Strusa

LPL Registered Administrative Associate

716-312-7424 x104

716-312-7422

jstrusa@clearplanfinancial.com