Wade Ullsperger

Wade Ullsperger

Training Manager

13555 Bishops Court, Suite 200
Brookfield, WI 53005

Phone: (262)717-6072
Fax: (262)717-6135
E-mail:

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

I am dedicated and determined to helping my clients achieve their financial goals and dreams by building strong relationships through mutual respect and integrity all the while finding ways to help my clients make appropriate decisions about their money.
 
QUALIFICATIONS
 
• Licensed for Life and Health Insurance in WI and OH
• Registered Representative of New England Securities
• Securities Registration Series 6 and 63
• Voted Star Producer at New England Financial in 2002
• Most Valued New Associated in 2003
• Attended the MetLife Top Producer Symposium in 2009
 
PERSONAL
 
• Resident of Milwaukee
• Four-year letter winner for UW- Stevens Point Football Team
• Voted First Team All Conference in 1998
• Enjoys weightlifting, fitness, golf, reading
 
ORGANIZATIONS
 
• Association of SE Wisconsin
• Member of Wisconsin Athletic Club
• NAIFA – National Association of Insurance and
   Financial Advisors
• FUEL Milwaukee