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We are financial advocates for our clients.

Koy Domann

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Contact Phone

Call: (281) 370-0300

E-mail

kdomann@kleinwealthmgmt.com

Koy Domann

Client Service Manager

Koy has served individuals and families in the financial services industry for 15 years. He has worked for both corporate and non-profit companies a financial planning advisor. Koy believed they were good companies, but he knew he needed greater latitude to find the best opportunities for his clients. He decided to search for private firms and found an ideal fit for both he and his clients at Klein Wealth Management.

Koy is a Chartered Financial Consultant (ChFC), Certified Funds Specialist (CFS), holds his series 6, 63, 65, and 7 registrations with the Financial Industry Regulatory Authority (FINRA), maintains a Life, Health, and Variable insurance license with the state of Texas.

One of the things that Koy loves about financial planning is the unique opportunity that it gives him to serve others. He really enjoys getting to know his clients on a personal level and walking with them through the seasons of their lives.

Koy lives in Rosehill, Texas with his wife, Marsha. Marsha is a lifetime educator and together they work with the drama and competitive speech teams at Concordia Lutheran High School. Koy enjoys volunteer work with various ministries and is also an avid outdoorsman.

Why work with the Klein Team?

We pair dedication and experierence with
innovative solutions to assist our clients in
all aspects of financial planning
and future building.

ABOUT US

Our Mission is to understand and serve the financial needs of our clients with quality solutions and compassionate care.

CONTACT

1427 Keefer Road
Texas, TX 77375
(281) 370-0300
info@kleinwealthmgmt.com

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Tax, Accounting, & Business Services Offered Through L. Klein & Co., P.C., a registered CPA firm.
Financial Services offered through Klein Financial Services, L.P., not a CPA firm.
Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA) Securities offered through J. W. Cole Financial, Inc. (JWC) Member
FINRA/SIPC. Klein Wealth Management, L. Klein & Co., P.C., and Klein Financial Services, L.P. are not affiliated with JWC/JWCA 

Registered Representatives of J.W. Cole Financial, Inc. whose identities and associations with Klein Wealth Management are disclosed on this site, may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. No information provided on this site is intended to constitute an offer to sell or a solicitation of an offer to buy shares of any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer, solicitation, purchase, or sale would be unlawful under securities laws of such jurisdictions. Please note that not all of the investments and services mentioned may be available in every state

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