Dale Wroblewski

Dale Wroblewski - LUTCF

Financial Representative

NEF/Madison
6702 Stonefield Road
Middleton, WI 53562

Phone: (608)826-5201
Fax: (608)833-3909
E-mail:

  • 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 provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and resources required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
 
 
PERSONAL
 
§         Lifetime resident of Wisconsin – currently living in Madison
§         Hobbies: Tennis, Golf, Skiing, Music
§         Education: B.S. UW-La Crosse, Finance, Marketing, Chemistry
§         Played and coached tennis at UW-La Crosse
 
 
QUALIFICATIONS
 
§         Licensed to sell Life & Health Insurance in WI
§         Registered to offer securities products in WI, Series 6, 7, 63, and 65 licensed
§         LUTCF designation holder
§         Currently taking courses towards CFP and ChFC designations
  
 
ORGANIZATIONS
 
§         Member of the National Association of Insurance and Financial Advisors (NAIFA)
§         Student of The AmericanCollege
§         Member of the Madison Benefits Council
§         Member of the Professional Tennis Registry (PTR) – Certified Instructor
§         Member of the United States Tennis Association (USTA)