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Klauke Investments & Insurance Services

EST. AUM
$275,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Madison
CRD Number
Website klaukefinancial.com
Client types

Overview

Klauke Investments and Insurance always has the client in mind. The firm is family-focused and works to prepare businesses and families for major life events, such as starting a family, sending children or grandchildren to college, or preparing for retirement. Klauke Investments and Insurance has over 30 years of experience creating customized investment and financial strategies for its clients and makes an effort to build trusted, long-term relationships with them. Their office is based in Onalaska, Wisconsin, but they work with clients from Decorah, Iowa to Melrose, Wisconsin.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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