Brian Wielgus, Awma® work email
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Brian Wielgus, Awma® personal email
Wealth Management is a distinct process to our team. All advisors provide investment consulting; our team separates themselves by offering advanced planning and relationship management. Advanced Planning focuses on wealth enhancement, wealth transfer, wealth protection, and charitable giving. Relationship management means our team takes a proactive approach in client communication as well as partnering with internal and external professionals. I am a partner with the Roettgers Koshy Wielgus Group. We are a team of three Financial Advisors and each advisor has a distinct expertise. As an Accredited Wealth Management Advisor, I focus my efforts on high-trajectory young professionals and their multi-generational families.In addition, I served as a past board member (current advocate) for the Juvenile Diabetes Research Foundation. In my spare time, I enjoy watching sports, playing guitar, and spending time with my wife, Theresa and our children - Jackson, Maura and Layla.
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Branch ManagerBairdWaukesha, Wi, Us -
Branch ManagerBaird Jan 2023 - PresentMilwaukee, Wi, UsAs Branch Manager, I help our 50+ Associates develop new ideas and incorporate financial planning solutions for their clients. The Baird Mission is 'To provide the best financial advice and service to our clients and be the best place to work for our associates'. -
Financial AdvisorBaird Jan 2012 - PresentMilwaukee, Wi, UsMy focus on the team is to bring our capabilities to the next generation of client families through financial planning. The other advisors on the team can be found on LinkedIn and they are Jennifer Roettgers and Chris Koshy. Our Associate Financial Advisor is Caile Wilson. The Client Specialists for the team are Scott Derus and Liz Baird.
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Associate Branch ManagerBaird Feb 2019 - Dec 2022Milwaukee, Wi, Us
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Business Development AssociateLm Consultants, Inc. May 2008 - Dec 2011Grayslake, Illinois, UsResponsibilities included: researching and securing potential companies to partner with; building relationships with new and existing clients, and developing an efficient client service process.LM Consultants is a high-end Architecture, Engineering and Environmental consulting firm that provides phsyical risk management services to the Commercial Real Estate industry.
Brian Wielgus, Awma® Skills
Brian Wielgus, Awma® Education Details
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University Of Wisconsin-MilwaukeeMarketing - Minor In Architecture -
Oregon High School
Frequently Asked Questions about Brian Wielgus, Awma®
What company does Brian Wielgus, Awma® work for?
Brian Wielgus, Awma® works for Baird
What is Brian Wielgus, Awma®'s role at the current company?
Brian Wielgus, Awma®'s current role is Branch Manager.
What is Brian Wielgus, Awma®'s email address?
Brian Wielgus, Awma®'s email address is bw****@****ird.com
What schools did Brian Wielgus, Awma® attend?
Brian Wielgus, Awma® attended University Of Wisconsin-Milwaukee, Oregon High School.
What are some of Brian Wielgus, Awma®'s interests?
Brian Wielgus, Awma® has interest in Networking, Football, Children, Baseball, Charity Groups, Homebrewing Beer, Golf, Arts And Culture, Health.
What skills is Brian Wielgus, Awma® known for?
Brian Wielgus, Awma® has skills like Retirement Planning, Saving For Education, Charitable Gift Planning, Life Insurance, Multi Generational Wealth Transfer.
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