Michael Klauke is a ChFC-designated registered investment advisor at Wealthplan Partners, based in Onalaska, WI, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,711 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WPP provides investment management services for a fee based on the value of your investments. The annual fee is negotiable and varies between 0.01% and 2.00%. The exact billing terms will be determined on a case-by-case basis and shall be described in the executed advisory agreement. In certain cases, Client accounts utilizing third party managers will be charged a fee that is in addition to the fee published for our services. In other instances, this fee will be offset by our firm’s advisory fee.
Location
635 2nd Ave S, Onalaska, WI, 54650
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Michael is a board member at La Crescent Area Event Center, dedicating minimal time. He also sells fixed insurance, including life insurance, with multiple companies, and this takes minimal time. Michael is also an owner of Klauke Investments & Insurance, working with clients on financial plans, taking about half of his time, and is a financial advisor with Wealthplan Partners, spending about 10-20% of his time buying/selling securities and marketing.
Employment History
Current Registrations
Wealthplan Partners
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Next Financial Group, INC.
Next Financial Group, INC.Broker
Harbour Investments, INC.Broker
Sii Investments, INC.Broker
Secura Investments, INC.Broker
Northwestern Mutual Investment Services, INC.Broker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.