Brian Klemczak, Cfp®, Cepa™

Brian Klemczak, Cfp®, Cepa™ Email and Phone Number

Partner, Wealth Advisor at Washington Avenue Advisors @ Washington Avenue Advisors
Brian Klemczak, Cfp®, Cepa™'s Location
Lansing, Michigan, United States, United States
Brian Klemczak, Cfp®, Cepa™'s Contact Details

Brian Klemczak, Cfp®, Cepa™ work email

Brian Klemczak, Cfp®, Cepa™ personal email

n/a

Brian Klemczak, Cfp®, Cepa™ phone numbers

About Brian Klemczak, Cfp®, Cepa™

You’re used to being prepared, and you know that planning and organization are potential keys to success. You owe it to yourself and your family, then, to make sure you’ve examined all aspects of your financial life. That’s where I come in. I can help you customize solutions designed to help you meet your goals, regardless of their size, scope, and no matter how close you are.Brian Klemczak is not licensed in all states to offer advisory and insurance products. This site is not a solicitation of interest in any of these products or service in any state which the investment advisor representative is not properly licensed.This platform is solely for informational purposes. Advisory and insurance services are only offered to clients or prospective clients where WAA and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. Investment advisory services offered through Washington Avenue Advisors, LLC ("WAA"), an SEC Registered Investment Advisor. 844.678.1842.Links to websites and other resources operated by third parties are provided as information only, and there can be no assurance as to its accuracy, suitability or completeness. WAA does not endorse, authorize or sponsor the content or its respective sponsors and is in no way responsible for third party content, services, products or information, or for the collection or use of information regarding the web site’s users and/or members.

Brian Klemczak, Cfp®, Cepa™'s Current Company Details
Washington Avenue Advisors

Washington Avenue Advisors

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Partner, Wealth Advisor at Washington Avenue Advisors
Brian Klemczak, Cfp®, Cepa™ Work Experience Details
  • Washington Avenue Advisors
    Financial Advisor
    Washington Avenue Advisors Sep 2016 - Present
    Lansing, Michigan, Us
  • The Centennial Group
    Financial Advisor
    The Centennial Group Sep 2013 - Apr 2020
  • University Of Michigan
    Student
    University Of Michigan Aug 2009 - May 2013
    Ann Arbor, Michigan, Us
  • University Of Michigan Athletic Department
    Captain/Defender Men'S Soccer Team
    University Of Michigan Athletic Department Aug 2009 - May 2013
  • Financial Accounting Services
    Intern
    Financial Accounting Services May 2012 - Aug 2012
  • Edward Jones
    Branch Office Intern
    Edward Jones May 2011 - Aug 2011
    St. Louis, Mo, Us

Brian Klemczak, Cfp®, Cepa™ Skills

Sep And Simple Iras Annuities Asset Allocation College Funding Strategies Disability Income Insurance Estate Planning Financial Needs Analysis Income Protection Informal Business Valuation Iras Long Term Care Insurance Mutual Funds Pension Plans Supplemental Retirement Income Survivor Income Tax Deferred Savings Term Life Insurance Universal Life Insurance Wealth Accumulation Whole Life Insurance

Brian Klemczak, Cfp®, Cepa™ Education Details

  • University Of Michigan
    University Of Michigan
    Economics

Frequently Asked Questions about Brian Klemczak, Cfp®, Cepa™

What company does Brian Klemczak, Cfp®, Cepa™ work for?

Brian Klemczak, Cfp®, Cepa™ works for Washington Avenue Advisors

What is Brian Klemczak, Cfp®, Cepa™'s role at the current company?

Brian Klemczak, Cfp®, Cepa™'s current role is Partner, Wealth Advisor at Washington Avenue Advisors.

What is Brian Klemczak, Cfp®, Cepa™'s email address?

Brian Klemczak, Cfp®, Cepa™'s email address is br****@****oup.com

What is Brian Klemczak, Cfp®, Cepa™'s direct phone number?

Brian Klemczak, Cfp®, Cepa™'s direct phone number is +151748*****

What schools did Brian Klemczak, Cfp®, Cepa™ attend?

Brian Klemczak, Cfp®, Cepa™ attended University Of Michigan.

What skills is Brian Klemczak, Cfp®, Cepa™ known for?

Brian Klemczak, Cfp®, Cepa™ has skills like Sep And Simple Iras, Annuities, Asset Allocation, College Funding Strategies, Disability Income Insurance, Estate Planning, Financial Needs Analysis, Income Protection, Informal Business Valuation, Iras, Long Term Care Insurance, Mutual Funds.

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