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Curtis KactroFinancial Representative 13555 Bishops Court, Suite 200
Phone: (262)717-6116
BUSINESS PHILOSOPHY
My goal is to provide families and business owners assistance in building their financial freedom, be that through insurance, investments, or retirement planning. I have the passion, knowledge and experience required to help meet my client’s and their families established goals. My personal belief is that everyone deserves a financial advisor they can rely on, and my goal is to become a lifetime resource for each and every client.
QUALIFICATIONS
§ Licensed to offer Life and Health Insurance in Wisconsin
§ Series 6 - Investment Company Products/Variable Contracts Limited Representative
§ Series 63 – UniformSecuritiesAgentState Law Examination
§ B.S.University of Wisconsin – Whitewater
PERSONAL
§ Lived and worked in and around Lake Geneva for 7 years
§ Resident of New Berlin
§ Alumni of UW - Whitewater Lacrosse team
§ Hobbies: Golf, baseball, running, reading
ORGANIZATIONS
§ Member of Lake Geneva Jaycees
§ Secretary - Lambda Chi Alpha Alumni Association
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About Us
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13555 Bishops Court, Suite 200 Phone: 262-717-6140 |
New England Financial is the registered mark for New England Life Insurance Company, Boston, MA and New England Securities.
Securities products offered by New England Securities Corp (NES), Member FINRA, SIPC. Investment advisory services offered by Investment Adviser Representatives of NES, a Registered Investment Advisor.