Kelly L. Savatski,  CFP<sup>&reg;</sup> - Financial Advisor

Kelly L. Savatski, CFP®

Waukesha State Bank Wealth Management

PO Box 648
Waukesha, WI 53187-0648
(262) 522-7400

General

Kelly Savatski is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Waukesha State Bank Wealth Management in Waukesha, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - AIF

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Insurance, Retirement, Stocks & Bonds, Long-term Care, Special Needs, Women's Finances

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