Ken Flannery

Ken Flannery - CFP®

Financial Representative

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6078
Fax: (262)717-6135
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Leaders Conference Qualifier: A company honor awarded annually to those Financial Services Representatives who have successfully demonstrated the ability to attract, develop, and retain clients by helping them meet their financial security needs.
  • 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 vision is to identify strategies that will help protect and grow your assets, generate income during retirement, and pass your assets on in a tax-efficient manner to your heirs and/or organizations. My mission is to always do what is right for your particular set of circumstances. Do unto others as I would have done to myself.

QUALIFICATIONS

• Attended 2009 Top Producers Symposium
• 2008 Marris Award Winner – Internal Agency Award
• 2008 New England Financial Leaders Qualifier
• CERTIFIED FINANCIAL PLANNER™ practitioner
   • Registered Representative of New England Securities
     Corp.
• Series 7 and 66 licensed.

• Licensed for life & health insurance in the state of Wisconsin.

 

PERSONAL

 
Ken is a native of Sheboygan, WI and resides in Mequon with his wife Sarah and daughter Adriana. Ken enjoys spending time with his family, running, playing basketball, golfing, lawn care, woodworking and hunting in northern, WI.
 
ORGANIZATIONS
 
• Member of Toastmasters, a public speaking club.
• Member of Bally’s Total Fitness.