Jeffrey Stuckert,

Jeffrey Stuckert,

CERTIFIED FINANCIAL PLANNER™

Phone: (262) 542-5200 extension 210
Fax: (262) 446-0452
E-mail:


Professional Specialty:

  • Investments.
  • Personal Financial Planning.
  • Certified Financial Planner™ professional.
  • Retirment Plan - Design.

Qualifications:

  • BBA, University of Wisconsin-Milwaukee, 1976 - Major - Accounting.
  • Life & Health Insurance Licenses 1985.
  • Securities Registrations (Series 7) 1986.
  • Property & Casualty License 1988.
  • Certified Financial Planner™ certification 1991.
  • College of Financial Planning 1991.
  • Investment Advisor Representative (Financial Solutions, LLC) 1993.

Community Activities:

  • Alderman City of New Berlin 1987-1993, 1998-1999.
  • Common Council President 1990.
  • Committee Chairman Pack 81 -- 1987-1989 (New Berlin Center School).
  • Rotary Member 1989-1994.

Professional Associations:

  • (NAFP) National Association of Certified Financial Planners.
  • (IAFP) International Associations of Financial Planners.

Hobbies:

  • Bridge.
  • Golf.
  • Gardening.

Personal:

  • Born in Milwaukee, Wisconisn, 1953.
  • Married with four children.