Brent Kalka, CFP®, AIF®, CPFA®

Experience

As a Shareholder of Mueller Financial Services, Brent serves on the firm’s Executive Committee. His leadership roles involve strategic planning, executing the firm’s Vision, Mission & Values as well as growth initiatives. Brent oversees the day-to-day operations of the firm and leads the Investment Committee.

In leading the firm’s Retirement Consulting Practice, Brent is focused on developing & implementing meaningful strategies aimed at achieving successful outcomes for business & not-for-profit clients & their employees. Value is delivered with experience & knowledge in:

• Plan Design Assistance Fiduciary Support
• Investment Policy & Management Fee Management/Negotiation
• Service Provider Search & Evaluation Participant Education
• High Level Consulting & Strategic Insight
• Fiduciary Support
• Fee Management/Negotiation
• Participant Education

Brent is dedicated to helping individuals understand and take action to address their personal financial planning and retirement needs. Value is delivered with experience & knowledge in:

* Defining Financial Goals & Priorities
* Identifying Opportunities & Evaluating Risks
* Assessing & Communicating Probability of Success
* Savings & Investment Strategies
* Ongoing Monitoring & Recommendations

Brent believes truly understanding a businesses or individuals current situation compared to the ideal situation is crucial to effective problem solving.

Education & Certifications

• B.S., Finance, Northern Illinois University
• CERTIFIED FINANCIAL PLANNER™ professional, 2012
• Series 7 Exam,  held through LPL Financial, 1994
• Series 63 Exam,  held through LPL Financial, 1994
• Series 65 Exam,  held through IHT Wealth Management, 1998
• Licensed to sell Life, Accident, and Health insurance, 1994
• Licensed Variable contracts, 1994
• Accredited Investment Fiduciary^®, 2014
• Certified Plan Fiduciary Advisor^®, 2023

Professional & Civic Organizations

• The Financial Planning Association (FPA)
• Million Dollar Round Table Foundation (MDRT)

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.