We are a financial and insurance services firm committed to helping people pursue and protect
their financial goals and have been helping individuals, families and business owners since
1991. Our approach starts first and foremost with creating a written plan to help guide our
We provide great service:
Our entire team of financial advisors and staff are dedicated to our client's success and wellbeing. Leveraging the latest technology coupled with old-fashioned personal service, we do our very best to exceed our client's expectations every single day.
We do much more than managing our client's money. We help them build a path to financial success and the realization of their life goals through ongoing education and behavioral coaching.
We give back:
We are a locally-owned firm dedicated to giving back to our community through our charitable arm and endeavor, The SPARK Society (www.sparksociety.net), sponsorship of the Profesional Fire Fighters of Wisconsin, Inc Burn Ball, and ongoing support of numerous charities and community organizations.
|Firm Start Year:||1991|
|Name of Broker/Dealer:||Commonwealth Financial|
|Name of Custodial Firm:||National Financial Services|
|Number of Years with Current Firm:||3|
|Advisory Services Provided:||Financial Planning for Businesses, Education Funding and Planning, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability, Life, Long Term Care, Health|
|Financial Organization Memberships:||National Association of Insurance and Financial Advisors (NAIFA), Financial Planning Association (FPA), Million Dollar Roundtable|
|Investment Advisor Representative:||Yes|
|I am an acknowledged fiduciary:||Yes|
|Criminal Disclosures in Last 5 years:||I have a clean record|
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, FL, GA, IA, IL, IN, KY, MA, ME, MI, MN, MO, MT, NC, OH, OR, SD, TN, TX, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.
It's important to remember every day why we do what we do. My passion to work with individuals and families is deeply rooted in my own life experiences. I lost my mother to a decade long battle with cancer in the Spring of 2008 when she was only 52 years old. It was at that point I truly began to realize the importance of planning for your future and protecting your loved ones. Today that loss serves as a source of motivation for me as I work with others.
I sincerely enjoy teaching and helping others understand their financial world by explaining it in terms they understand. By working together, we can help take away the stress associated with investing and finances by implementing a plan that is measurable, achievable, and laid out in a logical order a plan that can help you sleep well at night. By taking these worries away, you can focus on the things in your life that are truly important.
I'm a proud graduate of Western Illinois University's School of Business and earned a Bachelors degree in Marketing and Master's in Sports Business. When I am not working, I enjoy spending time with my family, traveling, exercising and running, and trying to catch as many sporting events and concerts as I can all across the Midwest! My wife Lauren and I live in Madison with our two daughters Alyssa, and Hannah, as well as 'Addy' our loveable Jack Russell Terrier.
Brandon Masbruch CFF®, CPFA, NSSA® Advisor/Vice-President/CIO
Eric Iwanski CFF - Certified Financial Fiduciary®/Advisor
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 5:00 PM|
|Black Earth||Blue Mounds|
|Cottage Grove||Cross Plains|
Madison Magnet, Madison's largest Young Professional organization launched the Wisconsin Young Professional Awards as a tool to elevate the work of young professionals across the state of Wisconsin. The platform awards three Wisconsin Young Professionals who are acknowledged by the community to benefit professionals through community involvement, professional development and networking.
Madison In Business Magazine
The annual 40 Under 40 honors 40 of the most successful and civic-minded young professionals under the age of 40 in the Greater Madison area.
This year's Next-Gen Best-In-State Wealth Advisors list spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion.
Advisor Today magazines "Four Under Forty Award" given annually to only four outstanding advisors across the entire United States who achieve excellence in their profession by or before the age of 40.
Industry award is given annually to only four outstanding advisors across Wisconsin who achieve excellence in their profession by or before the age of 40.