Brent Kalka, CFP® professional, AIF®

Brent Kalka, CFP®, AIF®, CPFA®

Shareholder / Wealth Advisor

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As a Shareholder of Mueller Financial Services, Brent serves on the firm’s Executive Committee. His leadership roles involve strategic planning, executing the firm’s Vision, Mission & Values as well as growth initiatives. Brent oversees the day-to-day operations of the firm and leads the Investment Committee.

In leading the firm’s Retirement Consulting Practice, Brent is focused on developing & implementing meaningful strategies aimed at achieving successful outcomes for business & not-for-profit clients & their employees. Value is delivered with experience & knowledge in:

  • Plan Design Assistance Fiduciary Support
  • Investment Policy & Management Fee Management/Negotiation
  • Service Provider Search & Evaluation Participant Education
  • High Level Consulting & Strategic Insight
  • Fiduciary Support
  • Fee Management/Negotiation
  • Participant Education

Brent is dedicated to helping individuals understand and take action to address their personal financial planning and retirement needs. Value is delivered with experience & knowledge in:

* Defining Financial Goals & Priorities
* Identifying Opportunities & Evaluating Risks
* Assessing & Communicating Probability of Success
* Savings & Investment Strategies
* Ongoing Monitoring & Recommendations

Brent believes truly understanding a businesses or individuals current situation compared to the ideal situation is crucial to effective problem solving.

Education & Certifications

  • B.S., Finance, Northern Illinois University
  • CERTIFIED FINANCIAL PLANNER™ professional, 2012
  • Series 7 Exam,  held through LPL Financial, 1994
  • Series 63 Exam,  held through LPL Financial, 1994
  • Series 65 Exam,  held through IHT Wealth Management, 1998
  • Licensed to sell Life, Accident, and Health insurance, 1994
  • Licensed Variable contracts, 1994
  • Accredited Investment Fiduciary®, 2014
  • Certified Plan Fiduciary Advisor®, 2023

Professional & Civic Organizations

  • The Financial Planning Association (FPA)
  • Million Dollar Round Table Foundation (MDRT)

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.