Broker Check

Edward R. Klesack, CLU, LUTCF, MBA, RFC

Edward R. Klesack, CLU, LUTCF, MBA, RFC

(419)756-9747
[email protected]

Edward R. Klesack started in the financial services industry in April of 1982 when he was hired by The Equitable, now AXA Equitable. Graduated from Ashland University with a Masters Degree in business and finance in 1981, also receiving his undergraduate degree in business from Ashland in 1978, He is a 1974 graduate of Hillsdale High School in Ashland County. A life long resident of North Central Ohio, he also owns a 168 acre farm south of Ashland.

Mr. Klesack specializes in the areas of estate planning, retirement planning, pension and employee benefits planning, and business continuation planning. As such, his farm succession planning workshops around the state of Ohio, for the last 3 years have been very popular.

Mr. Klesack has been a frequent speaker for financial services industry seminars and educational programs. He is a twice past president of the NAIFA-Mansfield chapter; the financial services professional association. He has also been a past president of the Society of Financial Service Professionals local chapter, as well as past president of North Central Ohio Estate Planning Council. As you can see, Mr. Klesack believes in giving back to the community.

In September 2004,  Mr. Klesack moved to his current Broker/Dealer, Centaurus Financial Inc. This completely independent B/D, has allowed Mr. Klesack to add to his practice all types of fee based products, alternative investments, managed accounts; as well as the ability to provide to a client, virtually any company's product, requested. Clients demand this type of flexibility in todays fast paced world.