Bill Curtis

Bill Curtis recently joined the KFLP team as a part-time Business Advisory Consultant. He brings over 32 years of industry experience specializing in firm internal operations, product selection and customer service models. Bill is registered with FINRA and the SEC for investments and investment advisory, holding licenses for Series 7, 24, 27, 63 & 65.

Bill received his Bachelors of Science degree in Business Administration from Marquette University and a Master’s of Business Administration degree from Keller Graduate School of Management. Bill has been a lifelong Wisconsin resident, currently residing in Whitefish Bay with his wife Terry. They have three adult children and enjoy being a part of their children’s life journey. When he isn’t busy with KFLP, he can be found travelling or working on his golf game on a course somewhere near or far.

Bill’s experience and expertise bring valuable strengths to the team and KFLP is excited to have him aboard!