Brockmann Financial Services, LLC

904 Madison Avenue

Fort Atkinson, WI  53538

Phone:

(800) 767-7857 (toll-free)

(920) 563-5872 (office)

(920) 563-4552  (fax)

Email:
Office@BrockmannFinancial.com

This communication is strictly intended for individuals residing in the states of FL, IA, IL, KS, MA, MN, MO, UT, and WI. No offers may be made or accepted from any resident outside the specific states referenced. 

Contact Us
Consumer Information

Tim Brockmann is a Registered Representive and Investment Advisor Representative and offers securities and investment advisory services through Woodbury Financial Services, Inc. (WFS), member FINRA / SIPC.   
904 Madison Ave, Fort Atkinson, WI 53538
(920) 563-5872

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving this website. We make no representation as to the completeness or accuracy of information provided at these websites.

Our Location

WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice

Meet the Team

Tim Brockmann

Investment Advisor Representative

Tim@BrockmannFinancial.com

Each one of us here is passionate about helping people gain financial independence. As a former math teacher, my interests and passions have always been related to numbers and finances.

Following principles of good stewardship in our personal lives and in service to our clients, we strive toward helping our clients feel more confident with their finances by building their legacies and achieving positions where they can enjoy the fruits of their labor and give, if they desire. Finding the right financial plan and sticking with it takes discipline, and we're here to guide you from beginning to end. 

FINRA Series 6, Series 63, and Series 65, Accident & Health, Life, Variable Life, Variable Annuity.

Check the background of this investment professional on FINRA's broker check.

Check the background of this investment professional on FINRA's brokercheck.

Brian Zachgo

Registered Assistant

Brian@BrockmannFinancial.com

Tim and I are both former teachers with a great joy in working with people. 

 

I was a science teacher for 19 years until 2015 when I joined the financial industry.  My focus is to work to find the best insurance solutions including life insurance, fixed annuities, and disability insurance that help protect their financial situations. 

When I'm not in the office I enjoy spending time with my wife, Tara, and our three boys.

Marsha Becker

Administrative Assistant

Marsha@BrockmannFinancial.com

I am blessed to be a part of this group of highly-skilled, truly caring folks here at Brockmann Financial, as we work together to help each of our clients make sound investment decisions, while stewarding their resources wisely. 

 

Outside of the office, I enjoy creative projects, reading great books (for learning or fun), and most of all, I enjoy making memories with my family.   

Susan Brockmann

Administrative Assistant

Susan@BrockmannFinancial.com

Welcome to Brockmann Financial Services!

 

In 1990, our little business started with one advisor assisting that very first client in New Holstein, Wisconsin. We've grown since then and Fort Atkinson has been our home since 1993 where we’ve been serving people in southern Wisconsin and beyond.

 

We’re thankful to serve our clients and we look forward to getting to know you as well. If you aren’t currently a part of our group, we’d love to meet you! Give us a call or stop in for a visit and let’s talk about how we can work together to get you where you want to be.

For more information about us and the services we offer,
send us a quick email or call the office.
We welcome the opportunity to talk with you. 

Check the background of this investment professionals on FINRA's brokercheck.