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

Services

What We Offer

If you like a no-nonsense approach to investing, you've come to the right place. Slow, steady, patient investing based upon wise stewardship wins the race, and that's the way we've served our clients for nearly 30 years.

We work with you to listen to your needs and your goals to find strategies that fit your unique situation.
We hear you, and understand how important it is to work with you throughout your financial journey,
from establishing a financial foundation to preparing your legacy for the next generation.
We're here to walk along side you.

We offer in-person and phone consultations. Give us a call today.

The team at Brockmann Financial provides assistance in the following areas: 

​Investments

  • Brokerage Accounts

  • Investment Advisory Accounts

  • Traditional IRA

  • Roth IRA

  • SEP IRA

  • Simple IRA

  • Mutual Funds

  • Education Savings Plans

    • 529 Plans

    • Coverdell ESA

  • Custodial Accounts for Minors

  • Variable Annuities

  • Fixed Annuities

  • Indexed Annuities

  • Immediate Annuities

Financial Services

  • Retirement Planning

  • Retirement Income Strategies

  • Tax Planning

  • 401(k) Planning

  • 403(b) Planning

  • College Planning

  • Estate Conservation and Planning

  • Profit Sharing Plans

  • Account Consolidation

  • Lifetime Income Planning

 

Insurance

  • Life Insurance

  • Long-Term Care Insurance

  • Disability Income Insurance

 

Tax Strategies

  • Income Tax Strategies

  • Estate Tax Planning Information

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.