Gene Schulfer

Affiliations:

• Portage County Business Council: Member
• Sacred Heart Church: Active Parish Member

Licenses and Designations:

• Accredited Wealth Management Advisor®
• LPL Investment Advisor Representative (Series 65)
• General Securities Representative (Series 7)
• Investment Company Products/Variable Contracts Representative (Series 6)
• General Securities Principal (Series 24)
• Municipal Securities Principal (Series 53)
• Uniform Securities Agent State Law Examination (Series 63)
• Securities registrations held with LPL Financial

Building a secure financial future requires doing the right things with the money you have. That's what I enjoy most about my career: making a significant impact on the futures of individuals, families and businesses, by employing sound financial principals and investment strategies. By nature, I am a problem solver. I enjoy sifting through various options to customize a financial strategy for each individual I meet with. I recognize the path to financial independence is a journey. Along the way, there is a point at which one becomes a more sophisticated investor, looking for specific strategic management of their portfolio in order to minimize downside risk as an alternative to traditional investment methods.

I have spent my entire life in Central Wisconsin, receiving my primary and college education locally. LouAnn and I bought our first business in 1994 – we soon realized that, while academic education is important, real life experience in business ownership, and personal and business investment, is another whole world of experience and value. As we became successful, I truly enjoyed answering the questions others would ask, which ultimately led to my career in financial services. Now, with almost two decades in the financial services industry, LouAnn and I take the responsibility very seriously striving to make sure we are providing the best services we can. We utilize integrated technology, objective daily research, and provide unbeatable personal service. Whether your questions are brief or your needs are complex, please feel free contact me to learn more or to set an appointment for a no cost, no obligation personal review.

My family is the light of my life. I've been married to the lady of my dreams, LouAnn, since 1993. Our love for motorsports initially brought us together, and we have become partners in every aspect of life, including business, ever since. We are honored to be the parents of two amazing boys, Jacob and Zachary. Sharing my passion for motorsports and performance vehicles, I've enjoyed teaching them how to maintain, rebuild, and customize all types of motorized vehicles, just as my father taught me when I was a boy. I truly enjoy snowmobiling, ATV/UTV trail riding, fishing, all forms of racing, and working in our workshop. Once in a while I even take a little time to just relax with LouAnn.

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC.

Accredited Wealth Management AdvisorSM and AWMA® are trademarks or registered service marks of the College for Financial Planning in the United States and/or other countries.