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Brett Christensen

Vice President, Financial Advisor

CFP®

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Brett’s Locations

1241 John Q Hammons Dr. Suite 100
Madison, WI 53717
(608) 824-8600
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About Brett

Brett’s client-centric approach to planning focuses on education, advocacy, and coordination of individuals’ goals for themselves and their families. Brett has worked extensively on an individual basis with university professionals. This group includes professors, deans, and provosts at campuses across the United States. He is a member of the Wisconsin Bar Association. Some of his areas of expertise include estate planning, funding and withdrawing from retirement plans and IRAs, taking full advantage of retirement benefits, and maximizing Social Security benefits. Brett joined Wealth Enhancement Group in 2020 through the SVA Financial Group acquisition.

Brett lives in Middleton with his wife Debbie and son Will. He enjoys watching his son play soccer as well as reading, playing board games with family and friends, attending Badger Basketball games, and almost anything to do with food. Many evenings will find him preparing a meal for his family, tending his herb garden, or roasting his own coffee beans.

Education

  • BS, Michigan State University
  • JD, University of Wisconsin

Let’s craft your future, together

Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
 

Insights from Brett

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Retirement

Roth IRAs vs. Roth Employer Plans

Explore the key differences between Roth IRAs and Roth 401(k), 403(b), and 457 plans. Learn about contribution limits, tax benefits, RMD rules, and which Roth account may be right for your retirement strategy.
Brett Christensen Feb 16, 2021
Couple Walking in Vineyard with dog
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Our advisory teams work best with households that have $500,000 or more in investable assets.

Ready to talk now? Call 763-401-5685.

(Weekdays 8am–6pm Central)

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