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Mike Klein

Mike Klein

Formal First Name
Michael (Mike)
Dates
1965 - present
Location
Milwaukee

Mike Klein has over 20 years of experience in advising institutions and ultrahigh-net-worth individuals. He is a Managing Director and Financial Advisor at Baird Private Wealth Asset Management where he oversees research and portfolio management. Mike specializes in financial planning, asset allocation, portfolio management, investment management, and pension consulting. He is also a member of the Milwaukee Private Asset Management Group.

Professional Experience

Academic History

  • Financial Times Top 400 Financial Advisors
  • Barron's Top 100 Financial Advisors, 2016-2020
  • Barron's Top 1,200 Financial Advisors, 2020
  • Forbes America's Top Wealth Advisors, 2020
  • Forbes Best-in-State Wealth Advisors, 2020
  • Series 63 and Series 65 licenses


Advanced Money Management Program, Wharton School of Business

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