Kelly Watzka

Senior Partner

Main: (920) 326-1880

Direct: (920) 931-4606

Cell: (920) 366-0674

Fax: (920) 239-6132

kelly@pinnacleprivatewi.com

Kelly’s LinkedIn

About

Kelly Watzka is Senior Partner with Pinnacle Private Wealth having launched the company in February 2023. Kelly’s main mission is to focus on goals-based wealth management strategies and other long-term practices to help clients achieve their financial goals.

Experience and Education

Kelly has over 30 years of experience in the financial services industry, including previous roles at:

●      Woodmen Financial Resources as a Financial Planning Representative from 1992-1998.

●      Bay Lake Bank as a Financial Advisor from 1998-2002.

●      JP Morgan Bank as Vice President and Financial Advisor from 2002-2010.

●      Associated Investment Services as Vice President and Financial Advisor from 2010-2023.

Kelly attended the University of Wisconsin-Whitewater and finished his college career at the University of Wisconsin-Green Bay, studying Finance & Economics. He currently holds his FINRA Series 7 and 65 securities registrations through Commonwealth Financial Network® and holds various insurance licenses.

Personal

Kelly has been married to his wife, Michelle, since 1993, and they have two children - Austin (27) and Bryce (23). Austin, with a Doctorate in Physical Therapy, currently lives in Miami, FL, working at the University of Miami Hospital. Bryce, a recent graduate from the University of Wisconsin-La Crosse with a degree in Business Administration, is currently employed at Nicolet Bank. Both boys pride themselves on obtaining the rank of Eagle with Boy Scouts of America. In his spare time, Kelly truly enjoys anything outdoors. He is also a very active member at St. Bernard Church and with the Knights of Columbus.