Our Qualifications

Brian F. Liesch has been focused on providing quality financial services and products since 1976. Mr. Liesch has graduated from The American College with the professional designation of Chartered Life Underwriter ( CLU ), and has also recived the LUTCF designation from the National Association of Life Underwriters..

Brian holds the Series 6, 7, and 63 licenses with the Financial Industry Regulatory Authority ( FINRA ). He is a registered representative with Woodbury Financial Services Inc. Brian also has his Life, Health, Property, and Casualty licenses from the State of Wisconsin. These licenses have given Brian an extensive knowledge of regulations and policies from which to draw on during the financial planning process.

Mr. Liesch focuses his practice in the field of comprehensive financial planning with an emphasis on the special needs of retirees. He educates his clients in a comprehensive and caring manner so that they are comfortable with the vital decisions they are making for themselves and their loved ones. Brian's goal is to provide committed service that helps his clients achieve their present and long term goals for themselves, their loved ones, and their communities. 

Brian is a member of the Estate Planning Council of Northeastern Wisconsin working with local Estate Planning Attorneys and Accountants in helping their clients with all of their planning needs.Brian is a co-founding Member of the Independent Network of Financial Advisors Collaborative Resources ( INFACOR ). This is a wealth strategies group, designed to aid planners in effectively serving their clients.

Brian and his wife Diane have resided in the Green Bay area for the past 31 years and have raised four children Joshua, Samantha, Jacqueline, and Chelsea.