I strive to present information in a straightforward, understandable manner. I will take time to understand, organize and prioritize my clients' personal situation to determine the most appropriate path available for their individual or family goals.
My approach focuses on long-term strategies that are responsive to changes in not only the marketplace, but also as your needs and lives change, and are monitored regularly. My purpose is to partner with you so you can focus instead on the things and people who make you happy.
I offer financial strategies for serious long-term investors, families and their businesses. This includes but is not limited to the following:
-Estate considerations and planning for retirement
-401(k) plans and other forms of employee benefits
-Life and long-term care insurance
I earned a Bachelor of Science degree from the University of Wisconsin-Madison in 2006. In addition, I received the CFP® professional certification in 2021. The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.
I grew up in Freedom, WI, and graduated from UW-Madison with a Bachelor of Science in 2006. I met my beautiful wife, Angela, on a Habitat for Humanity spring break trip. Angela is an occupational therapist with the Marinette School District. We have been married for over 14 years and have two wonderful children, Alli and Jack, and enjoy watching them grow up and coaching them in sports. Feel free to ask about my appearance as a contestant on Wheel of Fortune.
- Wealth Strategies
- Portfolio Reviews
- Intergenerational Planning
- Estate & Legacy Strategies
- Retirement Income Strategies
- New Investors
My Personal Interests
- Spending Time with Family
- Coaching Sports
- Board Games
Phone NumberJeremy Bartels at (715) 732-4408
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