Kristi L. Schaeffer Kleutsch – CSA

Kristi L. Schaeffer-Kleutsch, CSA – Certified Senior Advisor

Check the background of this investment professional on FINRA’s BrokerCheck.
(262) 551-8900


Kristi Schaeffer Kleutsch, Vice President of the firm is the 3rd generation of Schaeffer’s in the financial services business. A UW-Whitewater business graduate of marketing and recreation management, Kristi is a Certified Senior Advisor. She has been licensed and actively practicing since 1999, following a sports marketing career. Kristi and her husband Dan Kleutsch reside in Kenosha with their three children. Kristi is securities licensed in Wisconsin and Illinois, and various additional states as needed, in addition to life, health, disability and long term care insurance licenses. Her industry associations include Financial Services Institute, National Association of Insurance and Financial Advisors, as well as Racine Kenosha Estate Planning Council.

Community involvements include: local schools volunteer, Girl Scouts of Southeast WI, WWBIC Advisory Council, Tempo Kenosha, Lord of Life volunteer and Sunday school teacher, faithful friend of Hospice Alliance, Women’s and Children’s Horizons, Kenosha Women’s Network, Meals on Wheels and additional local charitable causes.

Past active involvement including leadership roles with various groups such as Wisconsin Women Entrepreneurs, with Toastmasters International ATM-S, Business Networking International, Leadership Kenosha graduate, and Junior Achievement instructor.

She enjoys spending time cheering on her kids in their activities, cooking and time with extended family and friends.