Griffin Kalepp, Cfp®, M.Fin, Crpc®

Griffin Kalepp, Cfp®, M.Fin, Crpc® Email and Phone Number

Career transition @ Career Break
Madison, WI, US
Griffin Kalepp, Cfp®, M.Fin, Crpc®'s Location
Madison, Wisconsin, United States, United States
Griffin Kalepp, Cfp®, M.Fin, Crpc®'s Contact Details

Griffin Kalepp, Cfp®, M.Fin, Crpc® work email

Griffin Kalepp, Cfp®, M.Fin, Crpc® personal email

n/a
About Griffin Kalepp, Cfp®, M.Fin, Crpc®

MBE Wealth Management is a registered investment advisor. MBE Wealth Management provides investment advisory and related services for clients nationally. MBE Wealth Management will maintain all applicable registration and licenses as required by the various states in which it conducts business. For additional information, please visit our website at http://www.mbewealth.com.

Griffin Kalepp, Cfp®, M.Fin, Crpc®'s Current Company Details
Career Break

Career Break

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Career transition
Madison, WI, US
Griffin Kalepp, Cfp®, M.Fin, Crpc® Work Experience Details
  • Career Break
    Career Transition
    Career Break
    Madison, Wi, Us
  • Mbe Wealth Management, Llc
    Certified Financial Planner
    Mbe Wealth Management, Llc Dec 2021 - Present
    Baraboo, Wi, Us
    View
  • Cuna Mutual Group
    Executive Benefits Consultant
    Cuna Mutual Group Jun 2018 - Dec 2021
    Madison, Wi, Us
    View
  • Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public School Employees)
    Retirement And Investment Specialist
    Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public School Employees) Jan 2015 - Jun 2018
    Madison, Wi, Us
    I assemble qualitative and quantitative investment data that I present to our investment committee on a monthly and quarterly basis. This information is then used to make fund changes to our investment lineup.Using a set of guidelines I created, I calculate portfolio comparisons of member accounts to calculate past performance. I am also on several committees to promote member retention and growth.
    View
  • Cuna Mutual Group
    Summit Financial Advisor Assistant
    Cuna Mutual Group Aug 2014 - Jan 2015
    Madison, Wi, Us
    View
  • Summit Credit Union
    Financial Service Specialist
    Summit Credit Union Jul 2013 - Aug 2014
    Madison, Wisconsin, Us
    View
  • Summit Credit Union
    Member Service Rep
    Summit Credit Union Jan 2013 - Jul 2013
    Madison, Wisconsin, Us
    View
  • Ameriprise Financial Services, Inc.
    Assistant Financial Planner
    Ameriprise Financial Services, Inc. Jan 2012 - Feb 2013
    Minneapolis, Mn, Us
    View
  • Wilderness Resorts Pvt Ltd
    Player Assistant
    Wilderness Resorts Pvt Ltd Mar 2011 - Aug 2011
    Us
    View
  • Pk Lawn Services
    Landscape Manager
    Pk Lawn Services Mar 2005 - Mar 2011

Griffin Kalepp, Cfp®, M.Fin, Crpc® Education Details

  • University Of Wisconsin-Whitewater
    University Of Wisconsin-Whitewater
    Finance
  • University Of Wisconsin-Madison
    University Of Wisconsin-Madison
    Personal Finance
  • University Of Baraboo Sauk County
    University Of Baraboo Sauk County
    Liberal Arts

Frequently Asked Questions about Griffin Kalepp, Cfp®, M.Fin, Crpc®

What company does Griffin Kalepp, Cfp®, M.Fin, Crpc® work for?

Griffin Kalepp, Cfp®, M.Fin, Crpc® works for Career Break

What is Griffin Kalepp, Cfp®, M.Fin, Crpc®'s role at the current company?

Griffin Kalepp, Cfp®, M.Fin, Crpc®'s current role is Career transition.

What is Griffin Kalepp, Cfp®, M.Fin, Crpc®'s email address?

Griffin Kalepp, Cfp®, M.Fin, Crpc®'s email address is gr****@****lth.com

What schools did Griffin Kalepp, Cfp®, M.Fin, Crpc® attend?

Griffin Kalepp, Cfp®, M.Fin, Crpc® attended University Of Wisconsin-Whitewater, University Of Wisconsin-Madison, University Of Baraboo Sauk County.

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