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.
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.