First Plan Financial HOME
Kevin Woldt
About us

Firstplan Financial (1997) is located in Pewaukee, WI. The company was started by Kevin Woldt with help from his wife, Kim.

Over the years many of our clients have benefited from the one stop shopping option that we provide. We pride ourselves on developing long term customer relations and have found many of our clients use our financial services.

Our goal is to be known as a family company with the resources to service our clients throughout the country. Over the years we have done just that. Many of our clients have sold their homes, moved out of town and remained our clients through their investment relationship.

Today our business is driven mostly by referrals. We are happy to say that our past clients continue to remember us by telling their friends and family. If you have not done so already, we hope you will give us a chance to earn your business too!
Kevin Woldt
Kevin & Kim Woldt