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Darren K

Series 63, Series 65

Oak Creek, WI

Calton & Associates, Inc.

Darren Klump is a financial advisor with Calton & Associates, Inc. in Oak Creek, WI, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He previously worked at Guardian Credit Union and Capital Financial Services, Inc. Klump is also a licensed insurance agent involved in fixed insurance products through various companies. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients, offering portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm provides both discretionary and non-discretionary management options with multiple program structures and combines commission-based product sales with assets under management fees.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Executive Founder/Business Owner
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