Brent Kalka, CFS ®
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Brent joined the team at Mueller Financial Services, Inc. in May 2004 and has over 18 years experience in the financial services industry. Brent’s areas of expertise are Retirement Planning, Investment Strategies and Life Insurance. Brent is the developer of the LifeStyle Planner™, a proprietary conceptual tool to help people understand both the accumulation and distribution of their wealth and the impact that their decisions have on the outcome. Brent is also the co-developer of the Personal Value Plan, our firm’s specialized multi-disciplined process to assist in Life Planning for business owners done through a team effort.His approach is based on the belief that the process needs to start with the fundamentals and that it is essential to gain thorough insight into one’s financial situation in order to truly deliver value: even when addressing only a single need.
- B.S., Finance, Northern Illinois University
- Certified Fund Specialist, 2000
- Certified Financial Planner®, currently pursuing
- Registered Representative with 1st Global Capital Corp., 2004
- Series 7 licensed, 1994
- Series 63 licensed, 1994
- Series 65 licensed, 1994
- Licensed to sell Life, Accident, and Health insurance, 1994
- Licensed Variable contracts, 1994
- The Financial Planning Association (FPA)
- Million Dollar Round Table Foundation (MDRT)
- Y-ME National Breast Cancer Organization