Brian Sonnenberg Financial Advisor in Adams, WI 53910

Brian is a Senior Financial Advisor with fourteen years of experience currently serving the Mauston, Westfield, Wisconsin Dells, Wautoma, Adams and LaCrosse markets. Brian helps clients see beyond their immediate financial situation and create a holistic plan for managing their money—not just today, but throughout their retirement.

Prior to joining the BMO Investment Services team, Brian worked as a financial advisor for American Express. Brian received his Bachelor of Science in comprehensive finance from the University of Wisconsin Eau Claire. Brian holds securities licenses 7 and 66, held through LPL Financial along with his life, health, and annuity insurance licenses.

Brian is a prior member of the Society of Certified Senior Advisors. He lives in Necedah with his wife and four children.

• Wealth Planning
• Investment Management
• Retirement Planning
• Insurance and Risk Management