MBE Wealth Management, LLC - Baraboo
TOMAH, WI, January 21, 2020 - MBE Wealth Management, LLC, a Wisconsin-based investment advisory firm headquartered in Tomah, Wisconsin, is pleased to announce Michael Pruitt, CFP®, RICP® has been named partner with the firm. An experienced wealth professional since 2006, Pruitt shares the firm’s focus on providing client-driven service to help individuals and families arrive at their personal financial destinations.
“We are excited to have Mike as a partner as he will be a great asset to our partner group,” said Joseph Berry, the firm’s Chief Executive Officer and Chief Compliance Officer. “In 5 short years, Mike has already left his mark on MBE Wealth, and I can’t wait to see his next idea for moving our firm forward.”
Mike specializes in financial planning and investment management strategies for business owners and clients at or nearing retirement. In addition to his client responsibilities, he assists with the firm’s investment strategy and leads the firm’s marketing efforts.
Mike is a 2002 graduate of Northern Illinois University. He has earned the professional designations of CERTIFIED FINANCIAL PLANNER (CFP)® and RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP)®. Additionally, Mike is a long-serving member with the United States Air Force, currently serving in the Wisconsin Air National Guard. He resides in Sun Prairie, WI with his wife and two sons.
MBE Wealth Management is an SEC Registered Investment Advisor with offices in Tomah, Baraboo, Reedsburg, Wisconsin Dells, Sun Prairie, and Wausau, WI. MBE Wealth Management specializes in financial planning and investment strategies for young professionals, retirees, and business owners.
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Wausau, WI, August 23rd, 2019 - JASON HENRICH, CFP®, Financial Advisor at MBE Wealth Management, LLC in Wausau, Wisconsin has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Henrich has been a Financial Advisor since 2004, and has worked at MBE Wealth Management, LLC since 2016. He is responsible for working with individuals and businesses in the following areas: Comprehensive Financial Planning, Retirement Planning, Retirement Plan Management, Invesstment Management and Risk Management. The MBE Wealth Management office in Wausau is located at 541 O RibMountain Drive.
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Reedsburg, WI – August 23, 2019 – JACOB KRUEGER, CFP®, Financial Advisor at MBE Wealth Management, LLC in Reedsburg, Wisconsin has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the CERTIFIED FINANCIAL PLANNER™ and CFP® certification marks in accordance with CFP Board certification and renewal requirements. Mr. Krueger has been a Financial Advisor since 2008, and has worked at MBE Wealth Management, LLC since 2013 and has been a partner of the firm since 2017. He is responsible for working with individuals and businesses in the following areas: Comprehensive Financial Planning, Retirement Planning, Retirement Plan Management, Investment Management and Risk Management. The MBE Wealth Management office in Reedsburg is located at 1136 E. Main Street.
“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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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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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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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. *
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.
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.