Michael Klauke
Michael Klauke is a ChFC-designated registered investment advisor at Wealthplan Partners, based in Onalaska, WI, with 34 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. 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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.01% and 2.00% depending on portfolio size, services rendered, and complexity. Fees are negotiable.
Fee Estimator
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.
Exams
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