Brian Klein, CWS®, CFP®
V.P., Wealth Advisor
Milwaukee
Joined Curi RMB Capital
September 2022
Education
BBA in Finance, University of Wisconsin-Whitewater
Accreditations
Certified Wealth Strategist®
CERTIFIED FINANCIAL PLANNER™
Affiliations
- Waukesha County Estate Planning Council
- CFP Board Mentor
Previous Experience
- Wealth Enhancement Group/SVA Wealth Management, Financial Advisor
- Gilbert & Cook, Inc., Relationship Manager
- US Bank, Mutual Fund Compliance Admin.
Bio
Brian is a wealth advisor at RMB Capital. He brings his passion for financial planning and investment management to all the families he works with.
Prior to RMB, he served as an advisor with Wealth Enhancement Group and Gilbert & Cook, Inc., working exclusively with high-net-worth individuals and families.
He spends his time with family, playing tennis, traveling, downhill skiing, and trying to keep up with his two dogs. Brian volunteers as a CFP board mentor, helping other advisors pass the exam. He is also on the Waukesha County Estate Planning Council, keeping up with the latest changes in tax and estate laws.
Definition and disclosure: The Certified Wealth Strategist® and CWS® are registered trademarks of Cannon Financial Institute, Inc., a Georgia Corporation. The certification is issued to financial service wealth management professionals who meet education and work experience eligibility requirements, complete a rigorous eight-month study program, pass a certification exam, and complete ongoing continuing education requirements while upholding the ethics and professional conduct standards as set forth by the CWS® Board of Standards. The certification mark and logo and its use do not imply any warranty, performance, or guarantee regarding any product or service or the accuracy, appropriateness, or completeness of financial advice for a specific consumer. Cannon Financial Institute, Inc. provides its services for educational purposes only.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.