Thomas Julian

Thomas Julian - CLTC, LUTCF

Financial Services Representative
Sr. Financial Planner

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Julian Strategic Alliance Group
1037c Truman St.
Kimberly, WI 54136

Phone: (920)830-4962
Fax: (920)830-7610
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Life Underwriter Training Council (LUTC) Member
  • 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.

BUSINESS PHILOSOPHY

 
My purpose is to work with individuals and business owners to implement well-designed investment, protection, savings and tax- management strategies. Comprehensive financial planning and thorough implementation will allow those I work with to help reach their stated financial goals. I will always strive to conduct my business and my personal behavior in a professional and ethical manner that warrants my clients confidence.
 
 
QUALIFICATIONS
 
   • New England Financial –Wisconsin Group Financial Planning Specialist
• Investment Advisor Representative - New England Securities Corporation
• Life Underwriters Training Council Fellow -LUTCF
• Certified in Long-Term Care Designation -CLTC
• Million Dollar Round Table Qualifier
• Agency Management Training Council Graduate
• Over 20 Years in the Financial Services Industry
• NEF Leaders Conference Qualifier Since 2005
 
PERSONAL
 
• Bachelor of Arts Degree in Pre-Law Studies
   AndersonUniversity, Anderson, Indiana
• Family: Married to Cheryl for 27 years, 3 children
• Hobbies: Coaching youth football, camping, fishing
  
ORGANIZATIONS
 
• Vice President of Papermaker Gridiron Association
• Member of National Association of Insurance and
   Financial Advisors - NAIFA