About The Advisor
Since 1999, Steve Kletter has been providing personalized, professional financial planning services to individuals and their families.
Steve founded DAR Financial to focus exclusively on the needs of individuals and families that are looking for a financial advisor to help them plan for their financial goals. Steve's investment philosophy includes minimizing risk while attaining a rate of return sufficient to meet his client’s goals. He designs and manages individual client portfolios balancing client goals, objectives, and risk tolerance.
Financial planning for your future can be scary and uncertain, especially in today's economy. But, Steve stays at the forefront of this quickly changing economy and works closely with clients because he is fully committed to meeting and exceeding expectations.
He is proud that his clients have repeatedly turned to him for guidance and assistance with their financial futures, and he works hard to earn and maintain their loyalty every day. Steve provides detailed quarterly reports with updated results and recommendations, and proactively contacts clients as unique opportunities arise. Additionally, each client receives a comprehensive review and update at least once a year.
Account information is available at any time by logging into your account above.
Steve is licensed to sell securities ( FINRA series 6, 7, 63, and 65) through Cambridge Investment Research, a full service broker/dealer and member of FINRA/SIPC, to residents of CA, CO, CT, IA, KS, MA, MD, MS, NE, NY, OR and TX. He is also a Registered Investment Advisor Representative of Cambridge Investment Research Advisors and holds insurance licenses in CO, MA, and OR which include: life, health and variable life.
Steve holds a BA in Sociology from the University of Colorado, Boulder. He enjoys hiking, camping, fishing, and world travel. He resides in Aurora, CO.
Financial planning for your future can be scary and uncertain, especially in today's economy. But, Steve stays at the forefront of this quickly changing economy and works closely with clients because he is fully committed to meeting and exceeding expectations.
He is proud that his clients have repeatedly turned to him for guidance and assistance with their financial futures, and he works hard to earn and maintain their loyalty every day. Steve provides detailed quarterly reports with updated results and recommendations, and proactively contacts clients as unique opportunities arise. Additionally, each client receives a comprehensive review and update at least once a year.
Account information is available at any time by logging into your account above.
Steve is licensed to sell securities ( FINRA series 6, 7, 63, and 65) through Cambridge Investment Research, a full service broker/dealer and member of FINRA/SIPC, to residents of CA, CO, CT, IA, KS, MA, MD, MS, NE, NY, OR and TX. He is also a Registered Investment Advisor Representative of Cambridge Investment Research Advisors and holds insurance licenses in CO, MA, and OR which include: life, health and variable life.
Steve holds a BA in Sociology from the University of Colorado, Boulder. He enjoys hiking, camping, fishing, and world travel. He resides in Aurora, CO.