Carl Barnard - CASL®, CLU®, ChFC®, LUTCF

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6106
Fax: (262)717-6135
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Deliver The Promise Specialist: A specially trained professional who assists families and addresses many of the issues associated with the loss of a loved one.

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with guidance in building their financial freedom. I have the skills, knowledge and experience required to help my client’s meet established goals. My personal goal is to become a go to resource for each and every client. 

PRODUCTS AND SERVICES

  • Executive Transition Services
  • Wealth Management Services
  • Non-Qualified Deferred Compensation
  • Business Continuation Plans
  • Charitable Giving Strategies
  • Estate Conservation Strategies
  • Long-Term Care Insurance
  • 401(k) Plans – Solutions and Services
  • Life Insurance Strategies

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in IL, MN, NC, SD, and WI.
  • Registered to offer securities products in MN and WI.
  • Investment Advisor Representative of New EnglandSecurities.
  • Registered Representative of New England Securities, Corp. with Series 6 and 63 licenses.
  • 15 Year Qualified Member of Million Dollar Round Table (MDRT)

PERSONAL

  • Family:  Married 38 years to wife Chris with 2 Children: Rebecca and Laura
  • Hobbies: Hunting, Fishing, Reading, Gardening, and Playing Chess.