Brett Klein

Brett Klein Email and Phone Number

Flatwater Wealth @ Flatwater Wealth
410 Lexington Circle, Grand Island,Nebraska 68803,United States
Brett Klein's Location
Grand Island, Nebraska, United States, United States
Brett Klein's Contact Details

Brett Klein work email

Brett Klein personal email

n/a
About Brett Klein

Our approach is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to pursue them. Rather than leading or pushing you along your unique journey, we will instead accompany you, ensuring you are surrounded with the knowledgeable specialists on our team and utilizing the appropriate services in which we specialize. Life happens – good, bad, and especially unexpected. At Flatwater Wealth, our goal is to walk side-by-side with you through those life events and inspire you to make the appropriate decisions for your financial future. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Brett Klein's Current Company Details
Flatwater Wealth

Flatwater Wealth

View
Flatwater Wealth
410 Lexington Circle, Grand Island,Nebraska 68803,United States
Employees:
8
Brett Klein Work Experience Details
  • Flatwater Wealth
    Partner
    Flatwater Wealth Nov 2020 - Present
    Grand Island, Nebraska
    The great thing about Flatwater Wealth is that our clients feel like family – with that comes a sense of responsibility but also a sense of togetherness. As a partner at Flatwater Wealth my sole purpose is to accompany our clients, our staff, and future members of our family on each of their unique journeys. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Flatwater Wealth is a separate entity from LPL Financial.
  • Waddell & Reed
    Financial Advisor
    Waddell & Reed May 2013 - Jul 2021
    Grand Island, Nebraska
    My goal is to develop a financial plan tailored specifically to your needs as part of Waddell & Reed, a company that has helped people just like you get where they want to go for more than 80 years.

Brett Klein Education Details

  • University Of Nebraska At Kearney
    University Of Nebraska At Kearney
    Business Administration, Finance Emphasis

Frequently Asked Questions about Brett Klein

What company does Brett Klein work for?

Brett Klein works for Flatwater Wealth

What is Brett Klein's role at the current company?

Brett Klein's current role is Flatwater Wealth.

What is Brett Klein's email address?

Brett Klein's email address is bk****@****ell.com

What schools did Brett Klein attend?

Brett Klein attended University Of Nebraska At Kearney.

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