Jody A Brown
Jody A Brown
CLU ChFC CFP®
Vice President - Wealth Management
(608) 231-0088 or
(800) 236-5560 Ext. 2169

307 E Wilson St
Madison, WI 53703
8:00 AM - 5:00 PM
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304 E Main St
Waunakee, WI 53597
8:00 AM - 5:00 PM
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My Background

About Me

Helping you reach your financial goals is my number one objective. Working together, I'll help you make sound financial decisions consistent with your comfort level, investment timeline and goals. We can start small and grow, or evaluate and build on any existing financial plans. The end result will be a strategy designed to help you build, protect, use and transfer assets in the most advantageous way. Periodically we'll review your situation and make adjustments as needed. It just makes sense - as your life changes, so do your financial needs, and I'll be here for you at every stage of your life.
I’m a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I’m also a licensed representative of CMFG Life Insurance Company.

My Education

  • B.A., Consumer Affairs in Business, University of Wisconsin, 1993
  • Earned CLU (Certified Life Underwriter) designation, 1999
  • Earned ChFC® (Chartered Financial Consultant) designation, 2002
  • Earned CFP® (Certified Financial Planner) designation, 2016

Memberships

  • Society of Financial Services Professionals - Board Member/Member, 2000-2005

Professional Services
  • Insurance Planning
  • Investment Management
  • Comprehensive Financial Guidance
  • Retirement Planning
  • Education Funding