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portrait of Brittany Kluck
FINANCIAL ADVISOR

Brittany Kluck

CEPA®, AAMS™, CRPC™
406 Broadway Street, Baraboo, WI 53913opens in a new window
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About Brittany

As a dedicated financial advisor with Edward Jones, I focus on holistic wealth strategies. My passion lies in creating personalized financial strategies that seamlessly coordinate all aspects of your financial life. Whether it's investment strategies, retirement planning, tax strategies, business succession planning or estate considerations. I'm here to help you achieve your financial goals.

With 15 years' experience in the financial industry, I bring a wealth of knowledge to the table. I hold several certifications, including AAMS™ (Accredited Asset Management Specialist™), CEPA® (Certified Exit Planning Advisor®), and CRPC™ (Charted Retirement Planning Counselor™).

I’m fortunate to have the support of Charlene...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Retirement Income Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesJuly 2015 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Spending Time with Family
  • Golfing
  • Outdoor Enthusiast
  • Traveling
  • History and Museums

Team Members

  • Charlene McCauley
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(608) 356-7277

Fax

(888) 267-2083

Office Address

406 Broadway Street
Baraboo, WI 53913opens in a new window

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