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Kenneth Kalk profile image

Kenneth Kalk

Junior Wealth Advisor at Klauke Investments and Insurance Services
Intro Book
Financial advisor with expertise in retirement planning and financial analysis.
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Location
La Crosse, Wisconsin, United States, US
Skills
  • Retirement Planning
  • Financial Planning
  • Insurance
  • Microsoft Excel
  • Accounting
  • Show all
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Bio

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Kenneth Kalk is a seasoned financial professional with expertise in retirement planning, financial planning, and insurance. He has 4 years of experience as a Junior Wealth Advisor at Klauke Investments and Insurance Services and 2 years as a Financial Representative at Modern Woodmen of America. He holds a Bachelor's degree in Finance from the University of Wisconsin-La Crosse. With a strong background in financial analysis, customer service, and leadership, Kenneth helps individuals and families create personalized financial plans to optimize savings and protect their futures.

Experience

  • Klauke Investments and Insurance Services
    • Onalaska, Wisconsin, United States
    • Junior Wealth Advisor
      • Nov 2019 - Present
      • Onalaska, Wisconsin, United States

      I help young families navigate the many changes in life and create a plan to optimize savings and protect their family.Please see my website www.klaukefinancial.com for additional information and disclosures. Third party comments may not be representative of all customer experiences.

  • Modern Woodmen of America
    • La Crosse, Wisconsin Area
    • Financial Representative
      • Feb 2017 - Nov 2019
      • La Crosse, Wisconsin Area

      As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: • Define your goals and objectives. • Assess your current financial situation. • Create an affordable plan that will grow with you in the future. • Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. We touch lives with fraternalism. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide. Modern Woodmen - touching lives, securing futures.

Education

  • 2013 - 2017
    University of Wisconsin-La Crosse
    Bachelor's degree, Finance, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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