Brian Petersen

Brian Petersen

Account Executive

Phone: 920-230-6898
Fax: 920-230-6899
E-mail:


Brian has been in the financial services industry since 1998.  His prior experience includes Prudential Financial and Next Level Planning & Wealth Management.  He has a background in insurance and broad-based financial planning. 

He is certified in long-term care insurance and is a General Securities Registered Representative with registrations held through LPL Financial. He has specialized training in retirement, investments and estate planning. 

Brian attended UW-Milwaukee.  He is very active in Fond du Lac Community Church, having been a past treasurer, and is currently on the Church Council.  Brian has been involved with the Optimist Club, whose former members regularly meet to discuss their volunteer projects for the Salvation Army.  He and his wife, Linda, reside in Fond du Lac, WI.