Chad Mashburn

Chad Mashburn

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6130
Fax: (262)717-6135

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser

BUSINESS PHILOSOPHY

My goal is to assist my clients in realizing their life-time financial goals.  I have a wide portfolio of financial tools that can be used strategically to assist my customers in designing and implementing their own financial plans.  I look forward to assessing your needs and ideas and hope to build a long successful relationship.

QUALIFICATIONS

  • Licensed to sell Life & Health Insurance in WI
  • Registered to offer securities products in WI.
  • Graduate of Great Falls College of Technology with an A.S. in Science 
  • Graduate of Columbia College of Missouri with B.S. in Business Administration - Financial Services and Accounting Majors

PERSONAL

  • Resident of Waukesha
  • Family: Spouse: Jamie and Children:  Nichole, Jaiden, and Makayla
  • Hobbies: Camping, hunting, and fishing

ORGANIZATIONS

  • Member of Phi Theta Kappa
  • Volunteer for the March of Dimes
  • Volunteer for Habitat for Humanity
  • NAIFA
  • Financial Planning Association of Southeast WI