Bill Curtis joined the KFLP team in 2016 as a part-time Business Consultant and Service Team Member. He brings over 30 years of financial advisory experience in firm internal operations, product selection, and customer service models. Bill’s focus is client-centric with an emphasis on client satisfaction and retention. Bill is registered with FINRA and the SEC, holding Series 7, 24, and 65 licenses.
Bill received his Bachelor of Science degree in Business Administration from Marquette University and an MBA in Finance from Keller Graduate School of Management. He is a lifelong Wisconsin resident, residing in Whitefish Bay with his wife Terry. Bill and Terry have three adult children and enjoy being a part of their life journeys. When not busy with KFLP, he can be found traveling or working on his golf game on a course somewhere near or far.
Bill also enjoys giving back to the community, as evidenced by past service to the Board of Directors of Dominican High School, including two years as Board Chair.
Bill brings extensive experience and unique perspectives to the KFLP team!