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Klein, Bill

Agency: South Western Wisconsin Agency (Madison Agency)

Designations: CLU, ChFC, FIC, LUTCF

Business Phone: 608-833-7077

Mobile/Alt Phone: 800-253-5780

Mobile Phone: 608-516-9435

Business Fax: 608-833-8163

Location: 590 Grand Canyon Drive
Madison, WI 53719

 

About Advisor

  • Earned the Chartered Financial Consultant (ChFC), Fraternal Insurance Counsellor (FIC) and Life Underwriting Training Council Fellow (LUTCF) designations
  • Received the Michael Stivoric Fraternal Leader Award in 2009 and chosen as the Wisconsin Fraternal Insurance Counsellor of the Year many times
  • Member of Fraternal Insurance Counsellor (FIC) Chairman's Council

Services Offered

  • Retirement income
  • Estate planning
  • Wealth maximization
  • Mortgage protection
  • Family protection
  • Charitable giving
  • Business continuation

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1100 W. Wells Street, Milwaukee, WI 53233 (800) 927-2547
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