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

Who We Are

We are teachers,

Our clients leave our offices feeling educated and understood. We are former teachers, with goals to simplify complicated matters. From retirement planning, college saving, to legacy building, we design custom-fit strategies to help
you reach your goals.

We also offer investment recommendations, financial advising, estate planning, wealth management, and
insurance products.

Do you own a small business? We serve area businesses with retirement plan implementation, such as 401k, SEP,
and SIMPLE IRA plans as well.

and experienced professionals,

We care about our clients and focus on building relationships. When it comes to financial understanding, we’re here to shine light on all the details, from A to Z.

We believe that educating our clients enables them to make the best financial decisions for themselves and their loved ones. Whether you’re just starting out or entering into retirement, we strive to instill confidence knowing that your friends at Brockmann Financial will be there for you when life gets complicated.

acting as wise stewards

We believe we are called to be good stewards of the resources to which we are entrusted. Our philosophy has been to follow biblical principles whether we are reviewing your retirement goals or finding insurance solutions.

We keep things understandable, and find tax-advantageous ways to help grow your money, doing it all at a reasonable cost.

 

Building relationships, wise stewardship and fostering trust are principles we’ve built our business upon.

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 professional on FINRA's brokercheck.