Steve Kluthe is an independent financial advisor who assists clients with investment planning, insurance strategies, and tax planning so they can work towards their financial goals. Leveraging his extensive knowledge of investments and taxation to support this process, Steve works with individuals, families, business owners and professionals, helping them simplify their financial lives using a holistic planning approach.
Steve begins by understanding and documenting the particular goals, dreams and financial requirements of his clients. He then works with clients to develop a customized financial plan that reflects their personal requirements and objectives. As life or market situations arise, or goals change, Steve is to adjust and update the plan accordingly. Throughout the life cycle of the plan, he effectively collaborates and coordinates with attorneys and accountants to ensure planning synergy from all viewpoints, strategically bringing together and directing appropriate resources as needed.
Steve joined LPL Financial in 2021. Before this, he spent nearly 20 years honing his financial services skills at three leading companies. He holds a business degree from the University of Nebraska at Omaha.
Outside the office, Steve enjoys spending time and traveling with his wife, Ryann, and their children, Grant, Zach, Owen, and Lainey. He is also actively involved in community service with several Omaha-area charitable organizations.