Jarod Von Behren, Cfp® Email & Phone Number

I focus on helping professionals, families and closely held businesses grow and protect their wealth. Through in-depth analysis of the situation at hand, I look to help build upon strengths, and overcome pain points to position you to achieve your long and short-term goals. My goal is to push my clients to challenge mainstream financial planning and find the strategy that can help achieve their personal goals, not just what everyone is "supposed to do." Whether it’s developing a strategy to motivate and inspire your key employees or just making sure you’re on the right path individually, all challenges are welcomed.Upon graduating from the University of Wisconsin’s Personal Finance Program, I began my career at Third Coast Advisors. I work with a team of diverse professionals which allows me to focus on the needs of the client versus being limited to my own financial planning experiences. When I’m not working with clients, you can find me at the Princeton Club working out or somewhere watching one of my favorite teams lose in heartbreaking fashion. I also enjoy getting out and hiking around the state when it’s not freezing cold out. I’m active in the Madison Area Builders Association, National Association of the Remodeling Industry- Madison, as well as sit on the Human Resources Committee for the Associated Builders and Contractors- Wisconsin Chapter. If you're interested in starting the conversation about financial planning, or learning how I can be a resource to your business, give me a call at (608) 662-8790 or send me an email at jarod.vonbehren@thirdcoastadv.com/COMPLIANCE:2024-6174/

Listed skills include Income Protection.

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  Wealth Management Advisor

  Third Coast Advisors

  May 2017 - Present - Madison, Wisconsin

  Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 4184171. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

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  University Of Wisconsin-Madison

  Personal Finance- Financial Planning Emphasis