Brian Petersen

Account Executive

Brian J. Petersen

Account Executive

Brian has been in the financial services industry since 1998. He is a General Securities Registered Representative, with registrations held through LPL Financial. Brian specializes in insurance and broad-based financial planning. He has specialized training in retirement planning, estate planning and investing. Brian is deeply involved in the community as a board member of the Winnebagoland Estate Planning Council and an active church council member at the Fond du Lac Community Church.

Brian and his wife, Linda, reside in Fond du Lac, WI.

Phone (920) 230-6898
Fax (920) 230-6899