Elite Consulting Partners Welcomes Edward Klug, Senior Transition Consultant

Elite Consulting Partners Welcomes Edward Klug, Senior Transition Consultant

Elite Consulting Partners is proud to announce that Edward Klug has joined their team in the position of Senior Transition Consultant. For more than three decades, Edward has served in positions of influence throughout the fields of investment management and real estate. These include the role of Financial Services Manager at Stifel, Baird, Edward Jones, and AG Edwards, respectively, as well as that of Private Wealth Advisor and CEO of Edward Klug Investments LLC, CEO and Private Wealth Advisor at Concierge Wealth Management LLC, and Real Estate Broker at Exit Elite Realty and Think Hallmark Real Estate. Edward has also been recognized with multiple industry accolades, including Stifel Branch Manager of the Year and Recruiting Manager of the Year, in addition to being a multi-million-dollar producer as an independent advisor. Further, Edward is a community advocate, with a political career that boasts the designations of Chairman of the Appleton Wisconsin Redevelopment Authority, New London Wisconsin Alderman, and New London of Wisconsin Planning Commissioner

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As stated by Edward, “In my own career, I transitioned firms seven times as a financial advisor. I understand the complexities and the strain the decision to make a move can cause. In my role as Senior Transition Consultant at Elite Consulting Partners, I look forward to applying the firm’s consultative approach and best-in-class resources to serve as the champion for my advisor clients as we together evaluate the firm partner opportunities that will accelerate achieving their individual and practice goals. I want every advisor to know – I understand the industry, I understand you, I speak your language, and I am ready to get to work on your behalf.”

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CEO of Elite Consulting Partners, Frank LaRosa, expresses, “At Elite Consulting Partners, our team includes some of the brightest and most dynamic thought leaders in financial services. We are excited to count Edward among those ranks and I personally look forward to seeing first-hand the tremendous benefit his personal industry expertise will lend to his advisor and firm clients alike.”

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Elite Consulting Partners is a recruiting and transition consultant, merger & acquisition, and business consulting firm focused on providing strategic advice and solutions to the financial services industry.?To learn more about Elite Consulting Partners visit?www.eliteconsultingpartners.com?for further information.

Trina Johnson

Elite Consulting Partners

1 年

Welcome Ed!

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Jason G. Andrus

U. S. Coast Guard Veteran | Senior Business Consultant @ Elite Consulting Partners | Consultant, Recruiter & Transition Strategist for Financial Advisors, RIAs & Broker Dealers | Successions | Practice Acquisitions

1 年

Welcome to the family Edward.

Howard Greenberg

Transition Consultant at Elite Consulting Partners

1 年

Good luck! It was very nice meeting you last week.

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