Thomas Sweet

Thomas Sweet - CLU®, ChFC®

Investment Specialist

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6109
Fax: (262)717-6135
E-mail:

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)

BUSINESS PHILOSOPHY

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

QUALIFICATIONS
 
• Licensed to sell Life Insurance in Wisconsin and Illinois
• Registered Representative of New England Securities, Corp.
• Investment Specialist (ISPEC) of New England Securities. 
• Series 1,7,24,26,53, 63 securities licenses
• Consistent Qualifier of NES Inner Circle
• Past Qualifier of Million Dollar Round Table
• Investment Advisor Representative of New England
   Securities.
• ChFC® – Chartered Financial Consultant designation
• CLU® – Chartered Life Underwriter designation
• More than 30 Years of Industry Experience
 
ORGANIZATIONS
 
• Member of SCORE- Service Corporation of Retired
    Executives.
 
PERSONAL
• 30 year resident of metro-Milwaukee, 15 year resident of Nashotah, WI
• Married to Shelly 23 years, two sons; Aaron age 18 and Kyle age 15
• Hobbies: Golf, Tennis, Fishing, and Participant Sports