Brett Bauch, MBA, CFBS, ChSNC, CFP

Financial Professional & SpecialCare Planner

Domicile State: WI

Brett has over 15 years of experience in the investment and insurance industries. He has spent time on a trade desk executing stock/bond/option trades with financial professionals around the country while running the margin department of a broker-dealer. He spent years conducting ethics and suitability oversight as well as auditing financial professionals around the state of Wisconsin. He runs a fee based planning practice with focuses on small business succession and special needs planning. When not advising his own institutional and family clients, he is the Investment Specialist for WestPoint Financial Group focusing on portfolio analysis and education of financial professionals throughout Wisconsin and northern Illinois.

Mr. Bauch lives in Middleton, WI with his wife Katie and sons Sam and Jake. Brett holds a bachelor's and master's degree from the University of Wisconsin-Madison. He has personal family experience in the special needs planning area. Brett serves on the Board of WisPACT (Wisconsin Pooled and Community Trusts). He has climbed Devil's Tower half a dozen times by various routes, Grand Teton twice, various unnamed climbs in Colorado and South Dakota, and was turned back by a weather a few hundred feet from the summit of Mount Rainier. Brett has hitch hiked around much of Ireland, fly fished next to shed elk antlers in Jackson Hole, taken weeklong canoe and kayaking trips, and married the most amazing woman he has ever met. One of his favorite things to do when not at work is playing Legos with his sons.

 

Accreditations:

CFBS- Certified Family Business Specialist

ChSNC- Chartered Special Needs Consultant

CFP- Certified Financial Planner

Phone 608-828-4336
Fax 608-829-0017