Michael Walter Klauke
Investment adviser representative at Wealthplan Partners
20 yearsExperience
2 statesRegistered in
ChFC®Designation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
20 years in the industry.
- Wealthplan PartnersAug 2024 to now
- Osaic Wealth, Inc.Jun 2024 to now
- Securities America Advisors, Inc.Nov 2016 to Jun 2024
- Securities America, Inc.Nov 2016 to Jun 2024
- Next Financial Group IncMar 2006 to Nov 2016
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (MN, WI).
Wealthplan Partners
Legal name: Wealthplan Partners, LLC
$1.1BAssets managed
1,711Clients
26Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1939832
- Firm CRD
- 305026