About Kevin 

Kevin’s approach involves learning about his clients’ unique experiences and needs, helping them identify suitable solutions and creating a plan that establishes goals along with a path to reach them. He excels in customized problem solving and is proud to develop relationships with his clients. Additionally, he likes keeping a simplified and efficient work environment. 

Kevin believes that the compensation you earn for your hard work should be utilized to its full potential. “People deserve to be appreciated for the effort they contribute, and one way that appreciation is realized is by optimizing their financial situation,” he explains. He is motivated by the positive impact he makes by helping his clients improve their financial health. 

Outside of work, Kevin enjoys spending time with his wife and daughter, hiking, camping, reading and playing trivia. 


Kevin Reitz is a graduate of the University of Wisconsin-Whitewater.  


Kevin holds a Series 6, 7, 63 and 66 securities registration with LPL Financial and a life insurance license in the state of Wisconsin. He has experience in retirement planning, estate and legacy planning, risk management, asset allocation and diversification. 

Areas Served 

  • Hartford
  • Hubertus
  • Juneau
  • Mayville

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