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 @
- 2020 -2022 Financial Advisor @
- 2018 -2020 Relationship Manager, Private Wealth Management @
- 2014 -2018 Mutual Fund Compliance @
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
- Family Wealth Management
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.
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