Matt Kletti

Matt Kletti

Financial Representative

Julian Strategic Alliance Group
1037c Truman St.
Kimberly, WI 54136

Phone: (920)830-4962
Fax: (920)830-7610
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

 

BUSINESS PHILOSOPHY
 
My goal is to provide families and business owners with assistance in building their financial freedom.I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
 
   QUALIFICATIONS
 
§         Licensed to sell Life & Health Insurance in Wisconsin
§         Series 6 and 63 licenses
§         Obtained Bachelors of Arts degree in Business Management from AuroraUniversity, Aurora,IL
 
 
PERSONAL
 
§         Lifetime resident of Fox Cities Area
§         Hobbies: Golf, Boating, Biking, Website Design
 
 
ORGANIZATIONS
 
§         Member of United States Green Building Counsel
§         Boy Scouts of America Eagle Scout Award
§         Member of NAIFA
§         Member of Heart of the Valley Chamber of Commerce