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Kathy Klein - Email & Phone Number

Wealth Advisor at Strategic Wealth Partners (Swp)

Kathy Klein is based out of Milwaukee, Wisconsin, United States and works at Strategic Wealth Partners (Swp) as Wealth Advisor.

Kathy Klein's Contact Information

Kathy Klein's Work email
k*****@stratw***.com
Valid
Latest update
September 23, 2025
Location
Milwaukee, Wisconsin, United States

Kathy's current employer

Strategic Wealth Partners (Swp) logo

Strategic Wealth Partners (Swp)

Description
Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We...
HQ Location
Deerfield, IL, United States
Number of employees
11-50
Industry
Financial Services
Latest update
May 1, 2024

Frequent questions about Kathy Klein

What company is Kathy Klein working for?
Kathy Klein works for Strategic Wealth Partners (Swp).
What is Kathy Klein's function at Strategic Wealth Partners (Swp)?
Kathy Klein is Wealth Advisor at Strategic Wealth Partners (Swp).
Where is Kathy Klein based?
Kathy Klein is based out of Milwaukee, Wisconsin, United States.
What is Kathy Klein's work email address?
Kathy Klein's professional email address is k*****@stratw***.com
Who are Kathy Klein's co-workers?
Kathy Klein's colleagues are Michael Garrison, Neal Price, Tom Buhrmann, Kathleen Gould, Cory Rappaport, Ashley Bebeau, John Mariscalco, William Perry, Michael Karmin, Toni Bregenzer, Marcie Nach, Andrew Denenberg, David Copeland, Randy Rose, Adam Rudolph, Jessica Pickens, Mark Weil, Lindsay Pflug, Ben Bremen, Andrew Cohn, Brian Wendt, Joe Thompson, A.J. Price, Lee Ford.
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Kathy's co-workers

Michael Garrison avatar
Michael Garrison
Wealth Advisor and Director of Investments
Neal Price avatar
Neal Price
Principal
Tom Buhrmann avatar
Tom Buhrmann
Principal
Kathleen Gould avatar
Kathleen Gould
Client Service Administrator
Cory Rappaport avatar
Cory Rappaport
Associate Wealth Advisor
Ashley Bebeau avatar
Ashley Bebeau
Principal
John Mariscalco avatar
John Mariscalco
Associate Wealth Advisor
William Perry avatar
William Perry
Senior Wealth Advisor
Michael Karmin avatar
Michael Karmin
Principal
Toni Bregenzer avatar
Toni Bregenzer
Chief Compliance Officer
Marcie Nach avatar
Marcie Nach
Financial Planner
Andrew Denenberg avatar
Andrew Denenberg
Principal
David Copeland avatar
David Copeland
Principal
Randy Rose avatar
Randy Rose
FINANCIAL ADVISOR
Adam Rudolph avatar
Adam Rudolph
Wealth Advisor
Jessica Pickens avatar
Jessica Pickens
Chief Operating Officer
Mark Weil avatar
Mark Weil
Wealth Advisor
Lindsay Pflug avatar
Lindsay Pflug
Chief Operating Officer
Ben Bremen avatar
Ben Bremen
Wealth Advisor
Andrew Cohn avatar
Andrew Cohn
Retirement Plan Advisor
Brian Wendt avatar
Brian Wendt
Manager of Client Operations
Joe Thompson avatar
Joe Thompson
Wealth Advisor
A.J. Price avatar
A.J. Price
Wealth Advisor
Lee Ford avatar
Lee Ford
Information Technology Manager
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