Griffin
Kalepp
Mbe Wealth Management, LLC
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About this Advisor
Griffin Kalepp is a certified financial planner working in Baraboo, Wisconsin, with 2 years of relevant experience. Kalepp currently works for Mbe Wealth Management, LLC. During their career, Kalepp has held roles at Cuna Mutual Group, Cuna Brokerage Services, Inc, Summit Credit Union, Wea Investment Services, Inc and Mbe Wealth Management, LLC. Kalepp holds Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Wisconsin. Mbe Wealth Management, LLC is a registered investment firm operating out of Tomah, WI. It has offices in four locations and a total of 12 people on staff. It controls $450 million in assets among its 4,085 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 4,085 client accounts, just 4% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fees largely depend on which service is offered. Fees billed by Mbe Wealth Management, LLC likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mbe Wealth Management, LLC Brokerage Details
$449,615,286
12
4,085
$110,065
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Griffin Kalepp Work History
Griffin has been registered as a financial advisor for 2 years.*
Mbe Wealth Management, LLC
Cuna Mutual Group
Cuna Brokerage Services, Inc
Wea Investment Services, Inc
Cuna Mutual Group
Cuna Brokerage Services, Inc
Summit Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Griffin Kalepp to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mbe Wealth Management, LLC
Baraboo, WI
Tomah, WI
Sun Prairie, WI
Tomah, WI
Reedsburg, WI
Tomah, WI
Reedsburg, WI
Baraboo, WI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
