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.
Brian Klein
Wealth Advisor
Curi RMB Capital LLC
United States, Wisconsin, Milwaukee
About Me
Profile Information
Wealth Advisor
Curi RMB Capital LLC
Investment Team
Investor/Manager/Sponsor
RIA/Wealth Manager/Asset Manager
Milwaukee
Wisconsin
United States
Aug 13, 2024
More profiles to browse
CG
Christopher Graff
Partner, Co-Chief Investment Officer & Managing Director, Asset Management
Benjamin Albrecht
Partner, Senior Wealth Manager
ID
Ian Doll
Partner, Wealth Advisor
Jessica (Rumsas) Hunter
Investment Associate, V.P., Client Service Manager
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services