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Griffin K Kalepp

MBE Wealth Management, LLC

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About Griffin K Kalepp

Griffin Kalepp is a financial advisor with MBE Wealth Management, LLC, a firm based in Tomah, WI. Griffin has been in the industry since 2015. The advisor has a Series 6, 7, 63, and 66 license. Griffin Kalepp is also a Certified Financial Planner. Griffin has experience working with individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.

Firm Information

Griffin Kalepp is currently registered with MBE Wealth Management, LLC. MBE Wealth Management, LLC is a registered investment advisor headquartered in Tomah, WI. The firm manages approximately $859.65 million in assets and provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. MBE Wealth Management also offers selection of other advisors and participates in wrap fee programs.
MBE Wealth Management, LLC

200 W. WARREN ST.

TOMAH, WI 54660

$859.65M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Griffin Kalepp’s Registration & Firm History

WI

12/02/2021 - Present

MBE Wealth Management, LLC (Baraboo WI)

WI

07/24/2018 - 12/09/2021

CUNA BROKERAGE SERVICES, INC. (Madison WI)

WI

02/25/2015 - 06/25/2018

WEA INVESTMENT SERVICES, INC. (MADISON WI)

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Licenses & Designations

BOTH

Issued 09/26/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/25/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Griffin K Kalepp.
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