Jannsen + Company
An Accounting, Information Technology, Wealth Management, Human Resources and Payroll Processing firm located in Pewaukee, WI.
Katie joined Jannsen + Company in November 2007 and currently focuses on financial planning and wealth management services with Jannsen Wealth Management, Inc.
As part of the Wealth Management team, Katie specializes in helping individuals and families develop financial plans through a comprehensive Method 10™ process of analyzing all areas of the client’s financial picture. In addition, Katie works closely with businesses to establish and design 401(k) plans as well as provides enrollment and educational services to plan participants and business owners.
Katie holds the FINRA Series 7 and 66 licenses, as well as Wisconsin Life and Health Insurance licenses.
