Roger Klumb, CFP®

Roger is primarily a fee-based financial advisor and specializes in working with individuals who are nearing retirement. Roger enjoys creating and implementing financial plans for his clients to help them go into retirement with confidence that they have a plan in place. Since 2008, he has been providing clients with comprehensive wealth management solutions. Roger is also a CERTIFIED FINANCIAL PLANNER™.

Roger is active within his local Alumni association, the American Heart Association, Lions Club International, and the Sharon Lynne Wilson Center for the Arts. He is a Wisconsin native and an avid Badgers fan. He enjoys spending time with his family, the outdoors, golfing, and a variety of other sports. Roger lives in Sussex with his wife, Brittany, and their three sons.

Email: rklumb@rwbaird.com | Phone: (414) 298-1728