Pete Klein, Financial Advisor located in Grafton, WI

Financial Advisor
Pete Klein

CRPC™
1245 Cheyenne Ave Ste 303, Grafton, WI 53024opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Information Technology Professionals
  • College Savings

Financial Advisor Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Sailing
  • Reading
  • Golfing
  • Hunting
  • Pickleball

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(262) 546-0602

Fax

(877) 573-7055

Office Address

1245 Cheyenne Ave Ste 303
Grafton, WI 53024opens in a new window

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