Vanessa Welter

Financial Planner

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

The secret of getting ahead is getting started.
Let's Talk

Vanessa Welter

Financial Planner

Let's Talkopens in a new window

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About Vanessa

No two people have the same exact financial needs, so it's important to work with someone who understands your unique hopes and dreams. I value connecting with my clients in a meaningful way.

As a Financial Planner, my clients' best interest comes first. Your financial goals & dreams form the plan and together we embark on a journey to financial security and wellness.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Solutions

Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Exploring Financial Strategies

We’ll work together on your toughest investment challenges – whether you need reliable income, protection from market volatility and other risks, or continuing your family legacy.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.

Experience

  • Financial Planner

    Prudential Financial

    November 2014 - Present | 10000 W. Innovation Dr., Suite 190, Wauwatosa, WI 53226

    Financial Advisor and Financial Planner

  • Public Relations Manager for Fortis Long Term Care

    Morgan & Myers

    March 1997 - August 1999 | Milwaukee, Wisconsin

  • Sales and Marketing Communications , Financial Services Company

    Fortis Inc.

    August 1993 - November 1995 | Milwaukee, WI

  • Marketing Communications

    Time Insurance Company

    August 1992 - January 1993 | Milwaukee, Wisconsin

    Life, Health, Small Group, Large Group and Medicare Supplement Life insurance Marketing Communications.

The Prudential Difference

    • Variable Annuities: FL, IL, UT, WI
    • Securities License: CO, FL, IL, MN, NC, SC, UT, WI
    • Variable Life Insurance: FL, IL, UT, WI
    • Fixed Annuities: FL, IL, UT, WI
    • Life Insurance: FL, IL, UT, WI

Vanessa Welter offers financial planning and investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. Vanessa Welter offers insurance and securities products and services as a registered representative of Pruco, and an agent of issuing insurance companies. 1-800-778-2255 My compensation may be based on a combination of fees and commissions. For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.