Brian Wielgus
Director | Branch Manager
- Role
- Branch Manager at Baird
- Location
- Waukesha, WI, US
- LinkedIn followers
- 500 followers
About Brian Wielgus
Wealth Management is a distinct process to our team. All advisors provide investment consulting; our team separates themselves by offering advanced planning and relationship management. Advanced Planning focuses on wealth enhancement, wealth transfer, wealth protection, and charitable giving. Relationship management means our team takes a proactive approach in client communication as well as partnering with internal and external professionals. I am a partner with the Roettgers Koshy Wielgus Group. We are a team of three Financial Advisors and each advisor has a distinct expertise. As an Accredited Wealth Management Advisor, I focus my efforts on high-trajectory young professionals and their multi-generational families.In addition, I served as a past board member (current advocate) for the Juvenile Diabetes Research Foundation. In my spare time, I enjoy watching sports, playing guitar, and spending time with my wife, Theresa and our children - Jackson, Maura and Layla.
Experience
Branch Manager
Jan 2023 — Present · Waukesha, WI, US
As Branch Manager, I help our 50+ Associates develop new ideas and incorporate financial planning solutions for their clients. The Baird Mission is \'To provide the best financial advice and service to our clients and be the best place to work for our associates\'.
Education
University of Wisconsin-Milwaukee
Bachelors, Marketing - Minor in Architecture
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