Brockmann Financial Services, an independently owned investment and financial services company located in Fort Atkinson, announces the addition of Brian Zachgo as a financial advisor.
“We are very happy to welcome Brian on board. His background and philosophy tie in well with our goals and Christian principles here,” said owner Tim Brockmann. “Our focus has always been, and will continue to be, building relationships, wise stewardship, and fostering trust while growing our clients’ resources in a tax-advantageous way.”
He continued, “We work to lower costs, and make things simpler for our clients. We untangle the world of investments and help people see the process and what’s available to them.”
Like Brockmann, Zachgo is a former teacher with a passion for helping people understand finances. Zachgo brings 19 years of experience as a teacher and has worked in the investment world since 2015.
Brian's philosophy is also to keep things simple, develop measurable financial goals, and provide direction that will help clients make progress toward achieving them.
“Because life is always changing, regular reviews are an important part of the service I provide,” Zachgo said. “This ensures that the strategies we develop together stay consistent with their goals.”
He added that he’s looking forward to working as an independent advisor which opens up a vast number of choices that were unavailable to him when he worked for a captive company.
“I’m really excited for the options that are now available to the people I serve. Being an independent agent means I have access to more choices, and it gives me a greater opportunity to find solutions that best match my clients' goals and needs,” Zachgo said.
Brian is an investment advisor representative who holds Series 63, Series 65, and Series 7 FINRA registrations along with life and health insurance licenses. Like Brockmann, he is a fiduciary. Zachgo has a Bachelor of Science in Education from Kansas State University and a Master of Education in Professional Development from Cardinal Stritch University.
He and his wife, Tara, have three sons and live in Fort Atkinson. He is a member of the Johnson Creek Lions Club and a member of the Johnson Creek Chamber of Commerce Board of Directors.
Brockmann Financial Services is located at 904 Madison Ave in Fort Atkinson. They have been providing investment advice and products for 28 years, serving clients throughout southeastern Wisconsin.
Securities and Investment Advice Offered through Capital Financial Services Inc Broker Dealer/Investment Advisor. Member FINRA/SIPC. Brockmann Financial Service and Capital Financial Services, Inc are unrelated entities. They can be contacted at 920-563-5872.