Portfolio Manager
Current
Aligned Wealth Planning Group
Build and manage portfolios that aim to reduce the tax and fee drag on investment performance
Jan 2006 - Present
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Geoff Klein Email & Phone Number
Portfolio Manager
at
Aligned Wealth Planning Group
1 work email found
@cskpwa.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Aligned Wealth Planning Group
Role
Portfolio Manager
Location
Mankato, Minnesota, United States
Who is Geoff Klein? Overview
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Quick answer
Geoff Klein is listed as Portfolio Manager at Aligned Wealth Planning Group, based in Mankato, Minnesota, United States. AeroLeads shows a work email signal at cskpwa.com and a matched LinkedIn profile for Geoff Klein.
Geoff Klein previously worked as Personal Financial Advisor at Aligned Wealth Planning Group and Founding Partner & Financial Advisor at Coulter, Schmidt & Klein Private Wealth Advisors. Geoff Klein holds Bachelor Of Science (Bs), Finance from Minnesota State University, Mankato.
Company email context
Email format at Aligned Wealth Planning Group
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{first}@cskpwa.com
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AeroLeads found 1 current-domain work email signal for Geoff Klein. Compare company email patterns before reaching out.
Profile bio
About Geoff Klein
I help people plan for the certainty of uncertainty in length of life, health status of life, the markets and the economy. Specialties: Reducing tax and fee drag in investment portfolios, Registered Representative offering securities and investment advisory services through Cetera Advisor Networks LLC, member FINRA/SIPC, a broker/dealer and registered investment advisor. Some advisory services also offered through AdvisorNet Wealth Partners. Cetera is under separate ownership from any other named entity. 612.347.8600I cannot accept any trading instructions sent via email as they may not be executed in a timely manner.This communication is intended exclusively for the individual or entity to which it is addressed. It may contain information that is proprietary, privileged, or confidential, or otherwise legally exempt from disclosure. If you are not the named addressee, you are not authorized to read, print, retain, copy, or disseminate this email or any part of it. If you have received this email in error, please notify the sender immediately by email or fax, and destroy all copies of this communication.
Listed skills include Retirement Planning, Retirement, Finance, Securities, and 11 others.
Current workplace
Geoff Klein's current company
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Aligned Wealth Planning Group
5 roles
Geoff Klein work experience
A career timeline built from the work history available for this profile.
Personal Financial Advisor
Aligned Wealth Planning Group
507-625-6545
Founding Partner & Financial Advisor
Coulter, Schmidt & Klein Private Wealth Advisors
Jan 2006 - Jun 2019
Head Men'S Golf Coach
Coached the Mavericks to NSIC Conference Titles in 2010, 2011 & 2012; and finished 2nd in 2013 & 2014. Was voted by my peers as NSIC Coach of the Year in 2010 & 2012.
May 2009 - May 2014
Associate Financial Advisor
Investment portfolio recommendations and writing retirement plans.
Apr 2003 - Jan 2006
1 education record
Geoff Klein education
FAQ
Frequently asked questions about Geoff Klein
Quick answers generated from the profile data available on this page.
What company does Geoff Klein work for?
Geoff Klein works for Aligned Wealth Planning Group.
What is Geoff Klein's role at Aligned Wealth Planning Group?
Geoff Klein is listed as Portfolio Manager at Aligned Wealth Planning Group.
What is Geoff Klein's email address?
AeroLeads has found 1 work email signal at @cskpwa.com for Geoff Klein at Aligned Wealth Planning Group.
Where is Geoff Klein based?
Geoff Klein is based in Mankato, Minnesota, United States while working with Aligned Wealth Planning Group.
What companies has Geoff Klein worked for?
Geoff Klein has worked for Aligned Wealth Planning Group, Coulter, Schmidt & Klein Private Wealth Advisors, Minnesota State University, Mankato, and Ameriprise Financial Services, Inc..
How can I contact Geoff Klein?
You can use AeroLeads to view verified contact signals for Geoff Klein at Aligned Wealth Planning Group, including work email, phone, and LinkedIn data when available.
What schools did Geoff Klein attend?
Geoff Klein holds Bachelor Of Science (Bs), Finance from Minnesota State University, Mankato.
What skills is Geoff Klein known for?
Geoff Klein is listed with skills including Retirement Planning, Retirement, Finance, Securities, Investment Management, Pensions, Tax, and Finra.
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