Brian: Email & Phone Number

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Financial Planning Specialist at Pioneer Wealth Planning Group|Madison, Wisconsin, United States

Position:

Financial Planning Specialist at Pioneer Wealth Planning Group

Location:

Madison, Wisconsin, United States

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Last updated: 2026-11-03

Updated: 2026-11-03

Found email addresses for Brian:

Business emails:

*********@gmail.com

Found phone for Brian:

+1-***-***-3043

Prospect analytics

Availability

TimezoneCST

Best time to contact12:00 PM – 4:00 PM

A different Brian?

Work Experience 6 years

Financial Planning Specialist at Pioneer Wealth Planning Group

Jul 2026 - Current

Respite Provider at PremierFMS

Jun 2020 - Aug 2026

Financial Planning Intern at Capital Wealth Advisory Group

Feb 2025 - May 2026

Finance Chair at Swim Club UW

Dec 2023 - May 2026

President at FOCUS @ UW-Madison

May 2024 - Dec 2025

Student Ambassador at School of Human Ecology

Aug 2024 - May 2025

Warehouse Ice Cream Picker at Chocolate Shoppe Ice Cream Company

May 2024 - Aug 2024

Lifeguard and Front Desk at Verona Area School District

May 2023 - Aug 2023

Brian started working in 2020, then the employee has changed 7 companies and 7 jobs. On average, Brian works for one company for 1 year 8 months.

Their professional focus is Attention to Detail, Communication, and Critical Thinking across 3 core areas.

Brian holds Series 7, Securities Industry Essentials (SIE), and Microsoft Office Specialist: Excel Associate (Excel and Excel 2019) certifications.

Education

Bachelor of Science - BS at University of Wisconsin-Madison

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