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Where do you want to go? We'll get there, together. 

Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

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Our Practice

Our Practice

Our wealth management philosophy is built around simplifying your life.

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Split Annuity Strategy

Split Annuity Strategy

Here's one strategy that combines two different annuities to generate income and rebuild principal.
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Services

Services

Let's talk about your investment strategies.

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About Baird

About Baird

In Baird, we have a partner with world-class resources and expertise.

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Words of Wisdom

"An investment in knowledge pays the best interest."

- Benjamin Franklin

Welcome to the family!

Welcome to the family!

When you work with us, you're part of the family. Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come.

Your goals are our goals.

Your goals are our goals.

Our entire team works together, hand in hand, always acting in your best interest, with all your goals and dreams firmly in mind.

We go with you, wherever the road of life takes you.

We go with you, wherever the road of life takes you.

We'll work with you to explore the choices you may have already heard about and determine which ones fit your individual strategy.

Meet Our Team

Bill Kletzien

Bill Kletzien, CPWA®, CRC®

Senior Vice President | Senior Investment Consultant

920-743-8894

920 743-8505

William (Billy) Kletzien

Billy Kletzien, CFP®, CPWA®

Vice President | Financial Advisor

920 743-8894

920 743-8505

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