Career Transition
Career Break
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Griffin Kalepp, Cfp®, M.Fin, Crpc® Email & Phone Number
Career transition
at
Career Break
1 work email found
@mbewealth.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 86%
Who is Griffin Kalepp, Cfp®, M.Fin, Crpc®? Overview
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Quick answer
Griffin Kalepp, Cfp®, M.Fin, Crpc® is listed as Career transition at Career Break, based in Madison, Wisconsin, United States. AeroLeads shows a work email signal at mbewealth.com and a matched LinkedIn profile for Griffin Kalepp, Cfp®, M.Fin, Crpc®.
Griffin Kalepp, Cfp®, M.Fin, Crpc® previously worked as Certified Financial Planner at Mbe Wealth Management, Llc and Executive Benefits Consultant at Cuna Mutual Group. Griffin Kalepp, Cfp®, M.Fin, Crpc® holds Master'S Degree, Finance from University Of Wisconsin-Whitewater.
Company email context
Email format at Career Break
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*@mbewealth.com
68% confidence
AeroLeads found 1 current-domain work email signal for Griffin Kalepp, Cfp®, M.Fin, Crpc®. Compare company email patterns before reaching out.
Profile bio
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.
Current workplace
Griffin Kalepp, Cfp®, M.Fin, Crpc®'s current company
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10 roles
Griffin Kalepp, Cfp®, M.Fin, Crpc® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner
Current
Dec 2021 - Present
Executive Benefits Consultant
Jun 2018 - Dec 2021
Retirement And Investment Specialist
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.
Jan 2015 - Jun 2018
Summit Financial Advisor Assistant
Aug 2014 - Jan 2015
Financial Service Specialist
Jul 2013 - Aug 2014
Member Service Rep
Jan 2013 - Jul 2013
Assistant Financial Planner
Jan 2012 - Feb 2013
Player Assistant
Mar 2011 - Aug 2011
Landscape Manager
Pk Lawn Services
Mar 2005 - Mar 2011
3 education records
Griffin Kalepp, Cfp®, M.Fin, Crpc® education
Master'S Degree, Finance
University Of Wisconsin-Whitewater
Bachelor'S Degree, Personal Finance
University Of Wisconsin-Madison
Associates Degree, Liberal Arts
University Of Baraboo Sauk County
FAQ
Frequently asked questions about Griffin Kalepp, Cfp®, M.Fin, Crpc®
Quick answers generated from the profile data available on this page.
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 Career Break?
Griffin Kalepp, Cfp®, M.Fin, Crpc® is listed as Career transition at Career Break.
What is Griffin Kalepp, Cfp®, M.Fin, Crpc®'s email address?
AeroLeads has found 1 work email signal at @mbewealth.com for Griffin Kalepp, Cfp®, M.Fin, Crpc® at Career Break.
Where is Griffin Kalepp, Cfp®, M.Fin, Crpc® based?
Griffin Kalepp, Cfp®, M.Fin, Crpc® is based in Madison, Wisconsin, United States while working with Career Break.
What companies has Griffin Kalepp, Cfp®, M.Fin, Crpc® worked for?
Griffin Kalepp, Cfp®, M.Fin, Crpc® has worked for Career Break, Mbe Wealth Management, Llc, Cuna Mutual Group, Wea Member Benefits (Retirement And Insurance Programs For Wisconsin Public School Employees), and Summit Credit Union.
How can I contact Griffin Kalepp, Cfp®, M.Fin, Crpc®?
You can use AeroLeads to view verified contact signals for Griffin Kalepp, Cfp®, M.Fin, Crpc® at Career Break, including work email, phone, and LinkedIn data when available.
What schools did Griffin Kalepp, Cfp®, M.Fin, Crpc® attend?
Griffin Kalepp, Cfp®, M.Fin, Crpc® holds Master'S Degree, Finance from University Of Wisconsin-Whitewater.
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