Brian Klimke, CFA
Brian Klimke is primarily responsible for managing Cetera Investment Management’s Investor Strategy Group, producing timely, rigorous analysis of key economic and financial market events and portfolio construction guidance. He publishes market commentaries and communications for advisors, investors and the media.
Brian has more than 15 years of experience in investment oversight, monitoring and investment platform positioning. Before joining Cetera Investment Management, he served as director of investment research at Transamerica, where he played an integral role in the development of the Transamerica Financial Advisors’ asset allocation models and proprietary ETF portfolios. He has worked in the financial services industry since 1999.
Brian earned his bachelor's degree in business administration, majoring in finance, investment and banking from the University of Wisconsin-Madison with a specialization in international business. He holds the Series 7, 24, 27, 63 and 87 securities registrations and is a CFA® charterholder.