Daniel J. Klein, CFP®
As a Principal with Advanced Wealth Management Group, I work closely with clients, specializing in wealth coaching, legacy planning, and wealth management for them. I also help collect and prepare information for client reviews.
I have been with our firm for nearly ten years. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®), have my Series 7 and 66 securities registrations, and my Life and Health Insurance license. I attended the University of Wisconsin, River-Falls and received my degree in Accounting.
Outside of the office I like to spend my time boating with friends and family. I also love sports, including golf, football, baseball and hockey.