Brian Kleist

Education

Brian earned a BS in Consumer Science- Personal Finance from the University of Wisconsin Madison. Brian holds Series 7 and Series 66 licensing while also holding the designation of CERTIFIED FINANCIAL PLANNER™.

Overview

Brian is a Senior Wealth Advisor with CliftonLarsonAllen Wealth Advisors, LLC. He utilizes a goals based investment approach while working with high net worth individuals, families, and business owners.   By walking a client through the financial planning process, Brian is able to give peace of mind, and comprehensive advice that provides his clients with the best long-term odds of financial success while minimizing risk.

EXPERIENCE SERVING CLIENTS

Brian has a diverse background in the financial services industry spanning the past 14 years.   He has worked with clients on many levels: from your retiring school teachers to former CEO’s and business owners providing a laundry list of services specific to each client: Comprehensive Financial Planning, Wealth Transfer/Estate Planning, Investment Planning, Retirement Planning, Risk Management, Wealth Concentration, etc.... Brian also has extensive experience in working directly with money management firms as well. This allows him a unique perspective on providing investment solutions to clients most wealth advisors do not have.

Upcoming speaking engagements

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Resources and event materials

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In the community

SPECIAL INTERESTS

He is active with the local Make a Wish foundation.