Brett Bauch - CFP®

Financial Advisor
Financial Services Representative

MetLife - Madison
2310 Crossroads Drive Ste. 4800
Madison, WI 53718

Phone: (608)237-5803
Fax: (608)257-4049
E-mail:

BUSINESS PHILOSOPHY

My goal is to provide families and business owners
with ongoing comprehensive advice and guidance to reach and maintain financial independence. I have extensive experience in the investment industry.  I spent time on a trade desk conducting stock/bond/fund/option trades for advisors around the country.  My background also includes time as an OSJ Supervisor reviewing and authorizing transactions of other financial advisors around the state of Wisconsin.  I hope to become a lifetime resource for every client.

 

PRODUCTS AND SERVICES

-  Charitable Giving Strategies

-  Pension Transfer/Rollovers

-  Mutual Funds

-  Tax Sheltered Annuities, 403(b) Plans

-  Fixed Annuities

-  Variable Annuities

-  Disability Income Insurance

-  Education Funding Strategies

-  IRA Consolidation/Rollovers

-  Long-Term Care Insurance

-  Medicare Supplement Coverage

-  Pension Payout Alternatives

-  Term Insurance

-  Universal Life Insurance

-  Variable Universal Life Insurance

-  Whole Life Insurance

-  Estate Conservation Strategies

 

      QUALIFICATIONS

-  Registered to offer securities products in Wisconsin, Illinois, and Florida

-  Licensed to sell Life & Health Insurance in Wisconsin

-  CERTIFIED FINANCIAL PLANNER®

 

 

ORGANIZATIONS

-  Photographer for  Middleton Outreach Ministry

  

PERSONAL 

-  Five year resident of Middleton

-  Wife: Katie, Children: Samuel and Jacob

-  Hobbies: Climbing, Kayaking, Photography