wiseradvisor

Matt Cuplin, CFP®, Certified Financial Fiduciary®
Midwest Financial Group

Tel: 608-807-4775
1806 Seminole Highway
Madison, WI 53711

Your Financial Freedom.

Midwest Financial Group | Financial Advisor in Madison ,WI

About Midwest Financial Group

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 decisions.

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 educate:

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.


General Information

Firm Start Year:   1991
No.of Employees:   10-19
Gender:   Male
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


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Criminal Disclosures in Last 5 years:   I have a clean record



Faqs

  • Why should I choose you as my financial advisor? I'm a CERTIFIED FINANCIAL PLANNER™ Certificant and Certified Financial Fiduciary®.
  • How are you compensated? How will I pay for your services? We currently work with about 800 households, of which we manage assets of about 575. Our clients have trusted us to oversee $210 million in assets, of which we manage about $175 million.


Disclaimer

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.

Matt Cuplin

Matt Cuplin

CFP®, Certified Financial Fiduciary®

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.

My Team

Brandon Masbruch Brandon Masbruch CFF®, CPFA, NSSA® Advisor/Vice-President/CIO

I was raised in Darlington, the son of nurse and carpenter. I learned at an early age the value of hard work and putting others first. I spent several years working in ambulances and emergency rooms as well as on a shock trauma team for the US Army. Following completion of my Business degree, I worked in the insurance industry prior to joining Midwest Financial Group. I have always prided myself on putting the needs and goals of the patients and clients that I have worked with ...more

Eric Iwanski Eric Iwanski CFF - Certified Financial Fiduciary®/Advisor

I've been in the service business my whole life. From mowing lawns, the grocery business, retail banking and now helping people plan for today and the future. I've always found satisfaction in helping people achieve their goals. I enjoy helping everyone understand their financial situation and explaining it in plain English. Working together to implement a plan and keeping the course will allow you to feel at ease with your finances and allow you to enjoy the more wonderful thin ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Communities Served

Albany Arlington
Barneveld Belleville
Black Earth Blue Mounds
Brooklyn Cambridge
Cottage Grove Cross Plains
Dane De Forest
Deerfield Edgerton
Evansville Lodi
Madison Marshall
Mazomanie Mc Farland
Middleton Monticello
Morrisonville Mount Horeb
New Glarus Oregon
Stoughton Sun Prairie
Verona Waterloo
Waunakee Windsor

Awards & Recognitions

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
(01/01/2020)

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.


NAIFA Wisconsin
(01/01/2016)

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.

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