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Kevin Woldt
Owner/Broker
(262) 369-5585
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FINANCIAL PRODUCTS

• Stocks and Bonds

• SEP, Simple, 401K, 403B Business Retirement Plans

• Traditional and Roth IRA's Individual Retirement Plans

• Mutual Funds

• Fixed and Variable Annuities

• Life Insurance

• Health Insurance

• Long Term Care Insurance

• Disability Insurance
FINANCIAL SERVICES

• Investment, Estate and Retirement Planning

• Comprehensive Investment Plans for Individuals and Businesses

• Tax Planning and Tax Reduction Strategies

• Education Planning and Funding

• Investment Strategies and Planning

• Pensions and Qualified Retirement Planning

• IRA Rollover Strategies

• Insurance Planning (Life, Disability, LTC and Health)

• Real Estate Strategies (Residential and Commercial)

• Financial Guidance for Divorcees, Widows and Widowers

• Speakers for Seminars and Company Meetings

What Others are Saying About Firstplan Financial.
"I have been using Kevin's financial services and realty services for the past 10 years. The level of service Kevin offers is like none other. He is always ready to assist with your needs and take the extra step to get the job done. Kevin has made me money and saved me money and has earned my trust. Thanks Kevin."

Terri L. Scott, CIPFA
Senior Analyst
Ehlers & Associates Inc.
 

Securities offered through SII Investments, Inc.(SII), member FINRA/SIPC.  SII is not affiliated with FirstPlan Financial or Select Realty.  SII does not provide any tax, legal, or real estate services. SII Privacy Policy

 
 

These testimonials may not be representative of the experience of other clients and are no guarantee of future performance or success.

 
     
 

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:

  • Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
  • Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

We are registered to offer securities in the following states: WI, AZ.