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.