Kevin Clasen, CFP in

Kevin Clasen, CFP

Captain · DISC type DS
Financial Planner at The Crossroads Group
📍 Carmel, Indiana, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
33 Years
Current Role
Financial Planner
Location
Carmel, Indiana, United States
Personality Overview

How Kevin shows up

Long-Term Thinker
Decisive But Calm
Dynamic But Sincere

Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.

Priorities

Topics Kevin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2021
Financial Planner
The Crossroads Group
1-2020
CFP®, CLU®, ChFC®, MSFS®, ChSNC®
The Crossroads Group
3-1992
Senior Financial Advisor
WestPoint Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 1998
Bachelors
Indiana Wesleyan University
1984 - 1987
Education details unavailable
Wichita South High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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