David Nott

My goal is to work with you to create and implement a strategy to help you reach your financial goals. Working with you, we can customize strategies to help protect your family, fund your children’s college education, create a nest egg to enable you to live the retirement you want, or even assist with estate planning. You will receive the kind of personalized service you need to make informed decisions about your financial future. My personal goal is to become a lifetime resource for each and every client I serve.

QUALIFICATIONS

 

• Licensed to sell Life Insurance in Wisconsin, Illinois, and Iowa

• Registered Representative of New England Securities Corp.

•   Investment Adviser Representative, New England Securities Corp.

• Series 7, 24, 53 and 66 Licenses

 

EDUCATION

 

• Bachelor of Science, Economics – Math Emphasis, UW-Madison, Madison, WI

• Juris Doctor, Law, UW-Madison, Madison, WI

 

PERSONAL

 

• Resident of Brookfield since July, 2007

• Family: Wife, Jayn, and two children, Ryan and Michael

• Hobbies: Biking, History and Museums, Internet and Computers, Photography, Reading, Spending Time with Family, Winter Sports, and Golf

 

ORGANIZATIONS

 

• Member of the National Association of Insurance and Financial Advisors (NAIFA)