Professionals


Brian Klein - CFP®

Wealth Manager

phone (262) 923-5231
email Brookfield Office

Brian is a Wealth Manager for SVA Wealth Management. He has been in the financial services industry since 2014. Brian’s experience includes working in the mutual fund industry, as well as private wealth management for high net worth individuals. He enjoys monitoring the financial markets and keeping current with trends to provide his clients with appropriate financial guidance to help them meet their goals.

Brian is a CERTIFIED FINANCIAL PLANNER™ and uses his knowledge to provide goal-based planning for his clients.

Prior to joining SVA Financial Group, Brian worked at a local Registered Investment Advisor (RIA) in Des Moines, Iowa, guiding clients through their financial lives to help them meet their goals.

Education

  • University of Wisconsin - Whitewater - Bachelor of Business Administration - Finance

Credentials

  • CERTIFIED FINANCIAL PLANNER™

Personal

In his free time, Brian enjoys an active lifestyle - playing tennis, running with his two dogs, going on adventurous backpacking and skiing trips, and visiting new places. He is also an avid Wisconsin sports fan.