Kristi L. Schaeffer-Kleutsch, CSA - Certified Senior Advisor
President
Check the background of this investment professional on FINRA's BrokerCheck.
Kristi@TheSchaefferGroupLLC.com
(262) 551-8900
Connect with Kristi on LinkedIn
Kristi is the third generation of Schaeffers to have served our community in the financial services business. She has been licensed and actively practicing for a quarter century and now leads our firm as President. Prior to her entry in financial services, Kristi enjoyed a rich career in sports marketing with professional and collegiate teams.
As a Certified Senior Advisor Kristi is committed to educating and serving her clients to understand their financial situation and the options available to them. She is an active participant in the industry’s continuing education and professional development opportunities, gathering a wealth of practical information and emerging best-practices resources to support her clients as they identify their unique needs and objectives.
Not only is Kristi securities licensed in 14 states, including Wisconsin and Illinois, she is heavily involved in the financial services industry at the national and local level. Her professional affiliations include:
- Qualifying Member of the Million Dollar Round Table
- Nominated mentor lead for EDGE Boston conference
- Member of the Financial Services Institute (FSI)
- Member of National Association of Insurance and Financial Advisors
- Kenosha Area Chamber of Commerce
- Past member of Racine Kenosha Estate Planning Council
Kristi is a native Kenoshan and proud Bradford alum. She and her husband Dan are parents to 3 teenagers ranging from high school to middle school. She has lived a life of service and leadership to our community, with over 10 years of volunteer work with the following:
- President of Tempo Kenosha
- KUSD schools reading and event volunteer
- Hospice Alliance special event committee
- ELCA Outreach Center special event committee
- Kenosha YMCA Board of Directors
- Lifetime member of Girl Scouts of Southeast WI
- Lord of Life volunteer and past Sunday school teacher since 1985
- Sponsor and supporter of Kenosha Literacy Council
She has also held memberships and leadership roles with:
- WWBIC Advisory Council
- Kenosha Women’s Network
- KAFASI Meals on Wheels
- President of Wisconsin Women Entrepreneurs
- Toastmasters International ATM-S
- Business Networking International, Leadership
- Junior Achievement instructor
In her free time. Kristi enjoys spending time cheering on her kids in their endeavors and activities, as well as cheering on the Milwaukee Bucks, loves concerts, travel and cooking as a family as well as time with extended family and friends.
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