I reside in De Pere, Wisconsin with my wife Jen, and three wonderful kids. I have been working in the financial services field for almost two decades and enjoy helping people with their financial needs especially retirement planning. I like to learn about their financial dreams and then motivate them to take action to accomplish those dreams.
I have always had the desire to have my own financial planning practice and after 10 years in an employee channel I decided to start out on my own. I established Kadletz Wealth Management, LLC. in September 2012 and have been very humbled by the success we have enjoyed.
The first 10 years of my Career were with Edward Jones. During this time I had excelled at all their metrics for starting a new office. I had completed the Accredited Asset Management Specialist program from the College of Financial planning during my tenure there.
When I moved to the independent Channel I chose to partner with First Allied Securities out of San Diego California. I felt they had the necessary tools to help me offer a great experience to our clients. It was here that I then completed the Certified Wealth Strategist designation from Cannon Institute. I just recently completed the National Social Security Advisor designation from the National Social Security Association.
In my spare time I have been involved with the Optimist Club of West Green Bay. I also enjoy volunteering with the YMCA - Y’s mens club doing work to benefit camp U-Nah-li-Ha and volunteering with the De Pere Lions Club.
I enjoy meeting new people to learn about their financial dreams and help them understand and develop a financial plan. Let's talk soon and see what your financial goals are.