Guiding Clients Through Life's Toughest Moments
For Mike Klauke, financial advising is about more than numbers; it’s about supporting clients through life’s major milestones. Learn how he uses trust and connections that lasts across generations.
Get Mike's Tips
Discover Mike Klauke's five key strategies that he has used to build his successful advisory firm, along with some tips for advisors on how they apply the strategies in their practices.
Blog: Mike's Story
When Mike Klauke started his career, he never planned on becoming a financial advisor. In fact, he swore he wouldn’t follow in his father’s footsteps. Mike’s dream was to be a sports reporter, but life had other plans. Today, Mike leads a successful practice in Onalaska, Wisconsin, where he has built strong relationships with clients, helped families across generations, and found his true calling in the process.