Brent R. Neis

Brent R. Neis

Registered Representative

Phone: 262-285-7654 ext. 125
E-mail:
 

Brent joined Plus Group Financial in 1994. He is a Registered Representative and is also licensed in life, disability and long term care. He has an extensive knowledge of business and an outstanding ability to analyze and communicate financial issues to his clients.

Brent believes that his primary purpose as a financial consultant is to help clients organize and understand their current assets. He works to assist his clients with the formulation of their goals, explaining potential obstacles, providing pathways to maneuver unforeseen conditions to pursue their goals.

Brent works closely with CPAs and other professionals providing technical advice, in-depth knowledge and explanation of complex financial products. His financial concepts are often utilitzed to maximize corporate clients employee benefit programs, retirement plans, or to assist a client with estate planning or business succession planning issues.

Brent has been a requested speaker at various corporate and business association events. He has consistently attended countless seminars, workshops and meetings to maintain and reinforce his knowledge.

Brent lives in Saukville, Wisconsin with his wife Tori and has two sons. He was very active in his community as a coach for various sports when his sons were young. He serves on the Board of Directors for the Northern Ozaukee Scholarship Foundation, enjoys his affiliation with the National Association of Fraternal Insurance Counsellors, and has been a volunteer for numerous causes including Fredonia Youth Football.