Chase Aaron Klusman

Current Employers

Employment History

• 09/2019 → 05/2023
  Rockhurst University
  Lenexa, KS
• 05/2023 → 12/2024
  Owlfi
  Lenexa, KS
• 06/2022 → 08/2022
  Grant Thorton
  Kansas City, MO
• 12/2024 → Present
  Simplicity Wealth
  Summit, NJ
• 12/2024 → Present
  Yaman Financial Group
  Council Bluffs, IA
• 01/2015 → 08/2022
  Planet Sub
  Overland Park, KS

Previous Registrations

• 2023-06-27 → 2024-12-11
  Owlfi
  Lenexa, KS

Other Businesses

Chase Aaron Klusman; whether the business is Investment-related; YES; the address of the other business; 4141 River's Edge Pkwy #330 Council Bluffs IA 51501 ; the nature of the other business; insurance sales; your position; OWNER - Insurance Agent ; title, or relationship with the other business; IAR the start date of your relationship; 05/24/2023 the approximate number of hours/month you devote to the other business: 50; Chase uses his insurance license to prospect and sell insurance products such as annuities and IUL's. Yaman Financial Group; whether the business is Investment-related; YES; the address of the other business; 4141 River's Edge Pkwy #330 Council Bluffs IA 51501; the nature of the other business; owner/ insurance sales; title, or relationship with the other business; IAR the start date of your relationship; 05/24/2023 the approximate number of hours/month you devote to the other business: 50; Chase uses his insurance license to prospect and sell insurance products such as annuities and IUL's.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-27