ClearStep Financial helping everyday Americans secure their financial future through thoughtful and strategic financial planning and education. 

We start by getting to know you — your goals and your dreams for the future. We offer unbiased financial advice, recommending a roadmap suited to your situation, helping to ensure every step of your financial journey is well mapped out

CONNECT

Address:

WI Offices
Greenfield - 414.545.0404
Monroe - 608.287.4216
Pewaukee - 262.691.2450.
Shorewood - 262.293.3609

MN Office
Bloomington - 651.328.0993

Phone:

Kimberly Schreiber

Kimberly Schreiber

Financial Professional

Business Philosophy & Background


Committed to helping you achieve your financial goals, Kimberly brings clarity to investing and insurance. With more than 14 years of experience, she believes education and guidance is key to helping you save more and live your best life.

Kimberly firmly agrees with Mark Twain, “The secret of getting ahead is getting started.” So, after meeting with you, she recommends clear steps to help you along the journey toward reaching your financial goals.

Kimberly graduated with a Bachelor of Business Administration degree from the University of Wisconsin-Milwaukee and obtained her Master of Business Administration degree from Marquette University. Outside of the office, she enjoys spending time with her husband Jason, traveling to Caribbean islands and camping in northern Wisconsin.

Areas of Focus


  • Financial advice, plan implementation, & evaluation for individuals, families, & business owners
  • 401(k) retirement plan implementation & advising
  • Professional partnerships with CPAs, attorneys, & others who focus on providing value-driven client solutions

Registrations & Designations


  • Registered in WI to offer: Securities Products and Advisory Services
  • Licensed in WI to offer: Life Insurance
Phone 414-559-9322
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck