About Us

Building lifelong relationships rooted in performance and trust at Secure Retirement Solutions LLC is our number one goal.

Secure Retirement Solutions, LLC’s mission is to help you realize your ideal retirement, free from worry and stress. We provide you with information that will allow you to help protect and grow your retirement assets until such time as you need them, and we assist you in planning for the use of those assets over your lifetime as well as their distribution to your heirs in the most tax advantageous manner possible.

Meet Our Team

  • Kevin G Klug

    Kevin G Klug is a native of Weyauwega. Kevin resides near Freedom with his wife Jillian and daughters, Carrington and Kingsley. Kevin attended San Antonio College where he received a degree in Communications.

    Mr. Klug started in the mature adult market in 2000. He has worked hard to become a values-based retirement planner. He helps his clients create Retirement Road Maps and, more importantly, helps them implement their written retirement strategy to achieve their goals and fulfill what is most important to them in life, the values they hold most dear.

    He is a licensed independent insurance agent. His memberships include the National Association of Insurance and Financial Advisors and Better Business Bureau.

  • Dean Listle

    Investment Advisor Representative*

    There’s a chance that some of you will know Dean because he grew up in Ashwaubenon then moved to West De Pere where he graduated from high school. Dean is a college graduate of UW Madison and lives in New London with his wife, Kathy, and two sons Tyler and Luke. Dean’s background is in business budgeting as well as cash flow, revenue and expense management.

    Dean Listle, a member of the Secure Retirement Solutions Team, is an Investment Advisory Representative that is prepared to assist you with managing your investment holdings portfolios. Staying true to our vision – Client-focused, personalized solutions designed to meet pre-retirement and retirement financial goals, the investment process is no different. Understanding no two investors are alike, advice and recommendations are tailored to your investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. In the end, each investment solution will be designed based on your long-term goals of preserving principal, maximizing income or/and accumulating wealth.

  • Tyler Listle

    Registered Representative**

    Tyler, who was on the Dean’s list five semesters, is a graduate of St. Norbert College with a bachelor’s degree in Business Administration with a concentration in Finance.

    Tyler currently holds a Series 6 (Investment Company and Variable Contract) and Series 63 (Uniform Securities Agent State Law) licenses which allow him to service 529 college savings plans, mutual fund accounts, and variable annuity contracts.

  • Roy E Hegard

    Attorney Roy E Hegard concentrates his practice in several areas of the law including Estate Planning. His Estate Planning experience ranges from simple Wills to complex Trusts dealing with tax issues, assets spread over several states valued in millions of dollars, and has coordinated U.S. based assets with international holdings. He has helped families prepare for the future of loved ones with special need and helped preserve family farms. He regularly attends conferences to stay up to date on changes in the law and has taught college level courses. Roy’s main office is in Oshkosh, WI, as he also has a satellite office here at Secure Retirement Solutions, LLC. Roy meets with clients on an appointment basis only.

    Attorney Hegard takes pride in offering to protect his client’s Legacy by providing legal advice based on the client’s needs rather than on a pre-conceived cookie cutter approach.

 

 

  • Jeannine Krull

    Office Administrator. With a hearty laugh and a genuine smile, Jeannine greets all of our clients as they enter our office. In addition, Jeannine schedules all appointments, oversees client correspondence, and takes care of all of the office administrative duties.