Brian Klein
Wealth Advisor
Joined RMB
September 2022
Education
BBA in Finance, University of Wisconsin-Whitewater
Accreditations
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.