2659 West Lawrence Avenue,
Mark Kluemke is a Financial Advisor committed to helping people pursue their financial goals for retirement. He offers a wide range of financial solutions to both individuals and small businesses. By providing sound financial guidance, Mark helps to better equip people to identify and pursue their goals because they are able to make informed decisions.
A graduate of Illinois College in Jacksonville, IL., Mark started in the industry in 1988 as an advisor. His father, who was in the financial services industry for 31 years, preceded Mark in the business. Mark spent the next 10 years training and developing advisors in Illinois and Michigan. Mark became an independent advisor in 2000, and now leverages the skills he’s developed to help benefit his clients.
Mark has a passion for teaching people how money works, which reflects his commitment to client education. By establishing meaningful relationships with clients, he provides the counseling and resources to identify their goals, envision their retirement years, and develop a blueprint for the rest of their life. Mark feels that the most rewarding aspect of his career is seeing clients implement the recommendations they developed together and experience the difference it makes in their lives.
Mark has been married to his wife, Amy, for 30+ years. He values the relationships he has built within his business and community and feels fortunate to have many clients that he can call friends. Because he has been in the business for many years, he is able to see the difference his financial planning has made for families in the community throughout their lifetimes.
Mark enjoys spending his free time with family, watching sports, and helping people. He is passionate about making an impact in the community. He is a member of the National Association of Insurance and Financial Advisors and a Qualifying Member of the Million Dollar Round Table*.
*The Million Dollar Round Table (MDRT) is an independent association. Membership is based on production and does not qualify a financial professional to provide investment recommendations or advice.
Mark is an Investment Advisor Representative through Cetera Advisor Networks: registered in Arizona, Florida, Illinois, Indiana, Missouri, North Carolina, and South Carolina.
Nick McGhee is a registered professional working directly under Mark Kluemke. Nick is a fully licensed assistant, having his Series 7, 66, life and health insurance licenses. He supports Mark and the company in a variety of ways, including helping build retirement plans for prospective and current clients, creating investment proposals and coordinating tasks with multiple different parties to ensure all paperwork is processed in good order.
Nick graduated from Illinois College in 2022, where he majored in Accounting and Finance and minored in Economics. Nick is also an alumni of Lincoln Land Community College in Springfield, IL. Nick’s passion is in the financial markets, understanding complex financial topics and pairing them with clients’ goals and objectives gives him purpose. Nick loves sitting in on meetings with Mark and his clients where he gets to learn first-hand what clients are trying to accomplish and getting to work with Mark behind the scenes to implement solutions that are tailored to them.
Nick enjoys spending his free time supporting his favorite sports teams, the Chicago Cubs and Bears with his twin brother Ben. Nick loves to golf and watch UFC for the sport, as he has a background in martial arts and is a black belt in Karate. Nick is engaged to his high school sweetheart, Mackenzie, and will be getting married in September 2024.
Nick is a registered admin with Cetera Advisor Networks; registered in the state of IL.
Client Relationship Manager
Heidi joined M.A. Kluemke and Associates as Client Relationship Manager in September of 2018. She is the point of contact for all aspects of client servicing and records administration. Heidi provides support throughout the office and is a great resource for any inquiries regarding account transfers, money movements, and general account questions and requests.
Prior to joining our team, Heidi worked in finance, insurance, and the airline industry. Heidi is a graduate of Sacred Heart - Griffin High School and University of Illinois in Champaign - Urbana where she received a Bachelor of Science degree in Psychology.
Outside of the office, Heidi enjoys spending time with her family and friends. Heidi is married to Chris Daly who is a firefighter for the City of Springfield, and they have two boys, Levi and Isaac. She also enjoys traveling, time with friends, spending time outdoors, and watching her boys' sporting events.