BK
CFP
BK
CFP

Brian David Klein

5 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
91 advisors
Number of Clients
2,786 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:$1M
Minimum Annual Fee:$2,500
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Location

10361 West Innovation Drive, Milwaukee, WI, 53226

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

The provided text only indicates that Brian is doing business as Wealth Enhancement Group. There is no information about other business activities or insurance sales.

Employment History
Current Registrations
Curi Capital, LLC
September 2022 - Present · 3 yrs 5 mos
Previous Registrations
Wealth Enhancement Advisory Services, LLC
January 2021 - August 2022 · 1 yr 7 mos
Sva Wealth Management, LLC
September 2020 - January 2021 · 4 mos
State Registrations1 state
WI
Advisor
Exams
No exam information available for this advisor.