SVA PLUMB PROFESSIONALS



Keith Kuzera - AIF®

Wealth Manager

phone (262) 923-5126
email Milwaukee Office

Keith is a Wealth Manager with SVA Plumb Wealth Management, LLC.

With more than nine years in the financial industry, Keith provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

Education

  • University of Wisconsin - Whitewater - Bachelor of Business Administration - Economics

Credentials

  • Accredited Investment Fiduciary (AIF®)

Personal

Keith is married to Crystal, a registered nurse, and together they have two young children. When they aren’t busy working in their yard, they enjoy visiting with their extensive extended family or traveling.

Keith is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than nine years in the financial industry, Keith provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

The following is a partial list of the topics Keith covers:

  • Retirement Planning For Individuals
  • Financial Planning and Investments Strategies
  • Investment Strategies for the Next Generation

Keith has spoken to audiences at:

  • Preparing the Next Generation of Investors
  • Retirement Plan educational seminars
  • SVA educational seminars