Brian Klein Email & Phone Number

VP, Wealth Advisor @ Curi Capital

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Brian Klein Location

Milwaukee, WI, US

Brian Klein Work

2022 - now VP, Wealth Advisor @ Curi Capital
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2020 - 2022 Financial Advisor @ Wealth Enhancement Group
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2018 - 2020 Relationship Manager, Private Wealth Management @ Gilbert & Cook, Inc
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2014 - 2018 Mutual Fund Compliance @ U.S. Bank
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Brian Klein Education

University of Wisconsin-Whitewater
Bachelor of Business Administration (B.B.A.) (Finance)
2010 - 2014

Brian Klein Skills

Comprehensive Planning
Financial Planning
Estate Tax Planning

Retirement Planning
Personal Tax Planning
Asset Allocation
Asset Management
Wealth Management Services
Wealth Preservation Planning
Wealth Transfer

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Brian Klein Summary

Brian Klein, based in Milwaukee, WI, US, is currently a VP, Wealth Advisor at Curi Capital. Brian Klein brings experience from previous roles at Wealth Enhancement Group, Gilbert & Cook, Inc and U.S. Bank. Brian Klein holds a 2010 - 2014 Bachelor of Business Administration (B.B.A.) in Finance @ University of Wisconsin-Whitewater. With a robust skill set that includes Comprehensive Planning, Financial Planning, Estate Tax Planning, Retirement Planning, Personal Tax Planning and more. Brian Klein has 2 emails and 1 mobile phone numbers on RocketReach.

Brian Klein Emails

Found 2 emails

Brian Klein Phone Numbers

Found 2 phone numbers

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Brian Klein

Senior Director of Marketing - Digital at Sunrise Senior Living

Kansas City, MO, US
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- gmail.com
- yahoo.com
- verizon.net
- sunriseseniorliving.com
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- +1 314-721-XXXX
- +1 660-338-XXXX
- +1 908-892-XXXX
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Brian Klein

Senior Vice President of Group Operations at VTC Insurance Group

Troy, MI, US
1
- vtcins.com
5+
- +1 248-978-XXXX
- +1 248-878-XXXX
- +1 616-460-XXXX
- +1 248-652-XXXX
- +1 248-816-XXXX
- +1 216-986-XXXX
Brian Klein

VP of Finance and Controller at The Tennis Channel

Los Angeles, CA, US
1
- hotmail.com
4
- +1 917-513-XXXX
- +1 562-413-XXXX
- +1 310-314-XXXX
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Brian Klein

Co-Founder and Vice President of Business and Product Development at LiveMore Superfoods

Newport Beach, CA, US
4
- kendallfruit.com
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- gmail.com
- livemoreorganics.com
4
- +1 949-489-XXXX
- +1 949-489-XXXX
- +1 949-218-XXXX
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Brian Klein

CEO at Corporate Events, Inc.

Carlsbad, CA, US
2
- corporateeventsinc.net
- gmail.com
5+
- +1 619-286-XXXX
- +1 760-448-XXXX
- +1 858-864-XXXX
- +1 760-720-XXXX
- +1 760-481-XXXX
- +1 619-274-XXXX
Brian Klein

Partner at Cooley LLP

Los Angeles, CA, US
3
- yahoo.com
- usc.edu
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2
- +1 917-513-XXXX
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Top Curi Capital Employees

Richard Burridge

Chief Executive Officer and Chief Investment Officer at Curi Capital

Chicago, IL, US
2
- gmail.com
- curicapital.com
5+
- +1 630-430-XXXX
- +1 630-323-XXXX
- +1 312-993-XXXX
- +1 312-993-XXXX
- +1 630-640-XXXX
- +1 312-870-XXXX
Dimitri Eliopoulos

Chief Executive Officer at Curi Capital

Chicago, IL, US
2
- gmail.com
- curicapital.com
5+
- +1 872-267-XXXX
- +1 312-993-XXXX
- +1 800-601-XXXX
- +1 312-993-XXXX
- +1 312-543-XXXX
- +1 630-613-XXXX
Jeff Pralle

Vice-President, Head Trader at Curi Capital

Chicago, IL, US
2
- comcast.net
- curicapital.com
5+
- +1 415-497-XXXX
- +1 612-639-XXXX
- +1 630-441-XXXX
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- +1 312-993-XXXX
Amber Hickory

Chief Strategy Officer at Curi Capital

Boulder, CO, US
2
- gmail.com
- curicapital.com
5
- +1 303-442-XXXX
- +1 303-464-XXXX
- +1 847-295-XXXX
- +1 303-641-XXXX
- +1 303-953-XXXX
Shiju Elakkatt

Partner, Senior Vice President, Senior Operations Manager at Curi Capital

Chicago, IL, US
2
- gmail.com
- curicapital.com
4
- +1 773-794-XXXX
- +1 312-993-XXXX
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Brian Klein

VP, Wealth Advisor at Curi Capital

Milwaukee, WI, US
2
- gmail.com
- curicapital.com
2
- +1 262-821-XXXX
- +1 262-527-XXXX
Matthew Cabel

Vice President, Accounting Manager at Curi Capital

United States
2
- gmail.com
- curicapital.com
3
- +1 708-527-XXXX
- +1 708-399-XXXX
- +1 312-993-XXXX
Mohini McCormick

Partner, Senior Wealth Advisor at Curi Capital

Chicago, IL, US
1
- curicapital.com
3
- +1 630-561-XXXX
- +1 630-654-XXXX
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Jim Plumb

Partner, Deputy Director of Equities, Portfolio Manager at Curi Capital

Chicago, IL, US
2
- gmail.com
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4
- +1 312-526-XXXX
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- +1 630-605-XXXX
Michele Francisco

Partner, Co-Managing Director, Wealth Management at Curi Capital

Chicago, IL, US
4
- hotmail.com
- mail.com
- aol.com
- curicapital.com
5+
- +1 773-425-XXXX
- +1 312-993-XXXX
- +1 872-267-XXXX
- +1 847-477-XXXX
- +1 312-993-XXXX
- +1 312-388-XXXX
Joseph McDermott

Partner, Chief Compliance Officer and Chief Risk Officer at Curi Capital

Chicago, IL, US
2
- comcast.net
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- +1 630-765-XXXX
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Jeff Pearsall

Partner, Managing Director of Family Office Services at Curi Capital

Chicago, IL, US
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