Brennan Scheel
Brennan Scheel
Financial Advisor
(608) 243-5000 Ext. 8225 or
(800) 236-5560 Ext. 8225
7750 South Lovers Lane R
Franklin, WI 53132
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My Background

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 time-line and goals. We can start small and grow, or evaluate and build upon 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.

As a partner of Summit Credit Union, I have a strong history of working with credit union members, their family and their friends. I have access to a wide variety of investment and insurance products. Specifically, we can make sure you have solid answers to these key questions: 

  • Is your retirement money invested properly? 
  • Will you have enough income in retirement? 
  • What should you do with an existing retirement plan from a previous employer? 
  • How will you pay for a child's or grandchild's education? 
  • Financially, what would happen to your family if you died? 
  • How will you pay for long-term care? 

I am a Registered Representative of CUNA Brokerage Services, Inc., member FINRA/SIPC. I am also a licensed insurance agent.

It's easy to get started. Please contact me for a no-cost, no-obligation consultation.

My Education . . . 

  • BBA from the University of Wisconsin Whitewater with an emphasis in Financial Planning 

Affiliations . . . 

  • Active in the Ozaukee County community

Career Highlights . . . 

  • Being able to make a difference in people's lives 
  • FINRA Registered
  • Life, Health and Annuity Licensed 

Personal . . . 

  • I love spending time with family and friends, riding my motorcycles and playing the drums. 

Professional Services
  • Retirement Income Planning
  • Financial Planning
  • Education Funding
  • Estate Planning
  • Wealth Management
  • Retirement Planning
  • 401(k) Planning
  • Long Term Care Insurance
  • Life Insurance Planning