Wealth Management at Royal Credit Union - Michelle Klass

Learn About Michelle

Michelle Klass is an LPL Financial Advisor with over six years of experience in the financial services industry. She has held roles as a financial planner, paraplanner, and advisor, and is passionate about helping Royal Credit Union Members work toward their investment goals through personalized guidance and support.

Michelle holds a bachelor’s degree in business administration from Metropolitan State University and is especially excited to work with business leaders to explore cost-saving opportunities in group benefits and retirement planning.

Michelle is actively involved in her community, holding leadership roles at her church and serving as Vice President elect of the Rotary Club of Menomonie where she chairs the membership committee. Outside of work, Michelle enjoys camping with her husband and their dogs, Baylee and Roxie. She loves spending time with her children, going on long walks, reading, and planning sunny getaways to escape the winter snow.

Licenses/Registrations

• FINRA Series 7 and 66 securities registrations held with LPL Financial.
• Check the background of your financial professional on FINRA’s BrokerCheck.

LPL Financial Form CRS

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Royal Credit Union and Wealth Management at Royal Credit Union are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Wealth Management at Royal Credit Union, and may also be employees of Royal Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Royal Credit Union or Wealth Management at Royal Credit Union. Securities and insurance offered through LPL or its affiliates are:

Wealth Management at Royal Credit Union site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: WI.

Royal Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.