Paul Heitzkey

Paul Heitzkey

Financial Representative

NEF/Madison2
1111 Deming Way, Suite 103
Madison, WI 53717

Phone: (608)833-3907
Fax: (608)826-5220
E-mail:

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

BUSINESS PHILOSOPHY

My role is to evaluate the needs of business owners, families, and individuals to develop financial strategies using a suite of advanced planning concepts and asset management systems.  It is critical for my practice to continually evolve by enhancing my services and professional capabilities so clients are confident in the advice and ongoing management necessary for them to achieve their financial dreams.  Personal success is evaluated by the number of clients that introduce me to the important people in their lives, as these clients fully appreciate the value of my professional commitments.

QUALIFICATIONS

  • Registered Representative of New EnglandSecurities
  • Series 6, 63, 65 and 7 Licenses
  • Licensed to Offer Life & Health Insurance in WI
  • 2008 New EnglandFinancial Leaders Qualifier

EDUCATION

HS311 - Fundamentals of Insurance Planning
HS352 - Financial Decisions for Retirement
  • Bachelor of Science Degree from UW-Madison in Geological Engineering
  • Bachelor of Science Degree from UW-Madison in Geology and Geophysics
  • Bachelor of Fine Arts Degree from AIU in Visual Communications
  • AmericanCollegeCourses:

PERSONAL

  • 30+ year Resident of Madison, WI
  • Family:  Happily Married Since 2003 to Carol
    • Children:  Ethan and Eva
  • Hobbies:  All Sports, Graphic Design, Geology, Home Improvement, and Cooking
  • Interests:  Religion, Technology, UW-Madison, Human Psychology, and Personal Sacrifice