Brian Klimke, CFA
Brian Klimke is primarily responsible for the research, selection and ongoing oversight of fixed income mutual funds. His role includes generating actionable insight on a variety of broad market topics and on specific fixed income investment styles. He is also involved in the strategic and tactical positioning of Cetera Investment Management’s asset allocation strategies. By helping provide the underlying research that allows for greater diversification for small accounts, Brian assists advisors to create a scalable business, navigate interest rates and bond prices, with special attention to more tax sensitive situations.
Brian has more than 10 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 of business administration degree, majoring in finance, from the University of Wisconsin, Madison. He holds the Series 7, 24, 27, 63 and 87 registrations and is a CFA charterholder.
Cetera Investment Management LLC individuals who provide investment management and advisory services are not associated persons with any broker/dealer.