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

Kelly L. Savatski, CFP®

Senior Portfolio Manager

Prairie Financial Group, A Division of Waukesha State Bank

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 Prairie Financial Group, A Division of Waukesha State Bank in Waukesha, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • 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

More

Helpful Financial Planning Resources