Meet the Team

Our Locations

Select one of our locations below.

Grand Rapids | Bishop's Woods | Bloomfield Hills | Brookfield | Cascade | Chesterfield | East Troy | Elkhart | Grandville | Holland | Kent City | Marshall | Mequon | Monticello | Omaha | Overland Park | Saginaw | Sheboygan | South Bend-Mishawaka | Southgate | Toledo | Wichita

Bishop's Woods, WI

13400 Bishops Ln, Suite 150, Brookfield, WI 53005

James R. Wisniewski

MBA, CLU, CHFC
Senior Partner
Phone: 262-955-1500
Email

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James R. Wisniewski

Professional Designations
CLU (Chartered Life Underwriter) 1990
ChFC (Chartered Financial Consultant) 1996

Professional Qualifications
Investment Advisor Representative
Registered Representative - 35 years
32 Year Qualifier for President's Cabinet Conference and Ace award
John Hancock Producer Hall of Fame

Education
Lakeland College - BBA 1981
University of Wisconsin- Whitewater, MBA 1982

Personal Information
Jim and his wife Jennifer reside in Genesee, WI.

Yvonne York

Assistant
Phone: 262-955-1512
Email

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Yvonne York

Coming Soon

Have Questions?

Our dedicated team is here to answer any of your questions.

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