Chase Claussen

Financial Planner

My Focus Areas are Saving for Retirement, Living in Retirement, Financial Strategy and Small Business

The way to get started is to quit talking and begin doing. - Walt Disney
Build Your Plan

Chase Claussen

Financial Planner

Build Your Planopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Chase

When it comes to working with his clients Chase believes in taking a planning first approach in order to help them achieve their goals.

I'm Most Proud Of: The compliments I receive from my clients.

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner

    Prudential Advisors

    August 2019 - Present | Wauwatosa, WI

  • Financial Advisor

    HighTower Advisors

    August 2018 - May 2019 | Brookfield, WI

  • Financial Planner

    Prudential Advisors

    September 2015 - July 2018 | Wauwatosa, WI

The Prudential Difference

    • Variable Annuities: ND, WI
    • Securities License: WI
    • Variable Life Insurance: ND, WI
    • Fixed Annuities: ND, WI
    • Life Insurance: ND, WI

Chase Claussen offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Chase Claussen offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.