Brett Klein

About Brett Klein

Our approach is simple. We want to get to know you in order to help you make the best decisions possible. As a firm, our focus is to understand your goals and develop a plan to pursue them. Rather than leading or pushing you along your unique journey, we will instead accompany you, ensuring you are surrounded with the knowledgeable specialists on our team and utilizing the appropriate services in which we specialize. Life happens – good, bad, and especially unexpected. At Flatwater Wealth, our goal is to walk side-by-side with you through those life events and inspire you to make the appropriate decisions for your financial future. Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Experience

1. Partner

   Flatwater Wealth

   Nov 2020 — Present · Grand Island, NE, US

   The great thing about Flatwater Wealth is that our clients feel like family – with that comes a sense of responsibility but also a sense of togetherness. As a partner at Flatwater Wealth my sole purpose is to accompany our clients, our staff, and future members of our family on each of their unique journeys. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Flatwater Wealth is a separate entity from LPL Financial.

Education

• University of Nebraska at Kearney

  Bachelor of Science (B.S.)

  2009 — 2013