Kathy
Klein

Kovitz Investment Group Partners, LLC

CRD#2018508
Investment Advisor
in Milwaukee, WI

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About this Advisor

Kathy Klein is a financial advisor based in Milwaukee, Wisconsin, working with Kovitz Investment Group Partners, LLC. Kathy has previously held positions at Park Place Capital Management, Inc, Strategic Wealth Partners, and Kovitz Investment Group Partners, LLC. Kathy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Kathy is part of Kovitz Investment Group Partners, LLC, which operates out of Milwaukee, Wisconsin. The firm has 25 offices and 270 employees. The firm manages assets totaling $11.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars, and other services. The fee structure at Kovitz Investment Group Partners, LLC includes asset-based, hourly, fixed, and performance-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees, Performance-based Fees

Office Location

11270 W. Park Place Suite 900
Milwaukee, WI 53224

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Kovitz Investment Group Partners, LLC Brokerage Details

Total Assets Under Management

$11,290,749,061

WI Average: $6,674,516,078
Total Number of Employees

270

WI Average: 44
Total Number of Accounts

11,848

WI Average: 2,564
Average Account Size

$952,967

WI Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

Kathy Klein Work History

2024 - Present (1 year)

Kovitz Investment Group Partners, LLC

2018 - 2024 (6 years)

Strategic Wealth Partners

2014 - 2018 (4 years)

Park Place Capital Management, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Kathy Klein 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 Kovitz Investment Group Partners, LLC

Thomas Munoz
Southfield, MI
Clarissa Jugo
Chicago, IL
William Ostruzka
Greenwich, CT
Thomas Colombo
Waxhaw, NC
Joshua Pilson
Chicago, IL
Christopher Nicholson
Chicago, IL
Kathy Klein
Milwaukee, WI
Chiraag Kirpalani
Greenwich, CT

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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