Broker Check

MBE WEALTH MANAGEMENT IN THE MEDIA

Michael Pruitt featured in May 15, 2018 U.S. News & World Report on Money Management

“The primary reason people run out of money is a failure to understand just how much more expensive life will get over time,” says Mike Pruitt, a certified financial planner with MBE Wealth Management in Sun Prairie, Wisconsin.  “And if you don’t realize that your everyday expenses will change 10 years from now, you’ll probably compile too much debt.”

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Michael Pruitt earns Retirement Income Certified Professional ® (RICP®) designation

Sun Prairie, WI, July 10, 2017 – Michael Pruitt, an advisor with MBE Wealth Management LLC, has earned the Retirement Income Certified Professional® (RICP®) designation from the American College of Financial Services, Bryn Mawr, PA.

Candidates for the RICP® designation must complete a minimum of three college-level courses and are required to pass a series of two-hour proctored exams.  They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program.

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Michael Pruitt featured in April 2, 2017 Go Banking Rates article on Social Security

Your Social Security benefit is calculated from your top 35 years of earnings, said Michael Pruitt, financial advisor at MBE Wealth Management in Sun Prairie, Wis. “If you don’t have 35 years of earnings, the years without earnings get replaced with a ‘zero,’ which will negatively impact your benefit,” said Pruitt.

If you find yourself in this situation, don’t panic: Pruitt says you can replace those “zeros” with “another year’s worth of work.” Doing so will increase your benefit. Working longer also will help by replacing low-earning years with higher-earning years. This might result in having to work a few years longer, but it can significantly boost your benefits.

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Greenwood Recognized by LPL

Baraboo, WI – February 23, 2017 – James Greenwood, an LPL Financial independent advisor at MBE Wealth Management LLC in Baraboo, WI, was named to LPL’s Director’s Club. This distinction is based on annual production among approximately 14,000 advisors registered nationwide. *

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Brent Brinker named partner at MBE Wealth Management

Baraboo, WI – January 3, 2017 – Brent Brinker, a resident of Baraboo, has been named partner at MBE Wealth Management (MBEWM).  A graduate of UW-Madison, Brinker has been an associate with the firm since inception in November of 2012; working at the Baraboo and Lake Delton locations.  Brinker has a passion for serving his clients and takes pride in working with each of them to assist with their unique goals for retirement. In addition to assisting his clients with their financial planning, he oversees the firm’s investment strategies.  He enjoys living in the Baraboo area with his wife Marianne and their four children.

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Jacob Krueger named partner at MBE Wealth Management

Baraboo, WI – January 3, 2017 – Jacob Krueger, a resident of Reedsburg, has been named partner at MBE Wealth Management (MBEWM).  Krueger graduated from the UW Madison and has been an associate with the firm since 2013; working at the Reedsburg location.  In addition to assisting his clients with their financial planning, he is the firm’s recruitment advisor and handles mergers and acquisitions.

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