Andrew LaFontain, MBA

Financial Planner,

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

Let your challenges become our challenges by partnering with the Greater Wisconsin Financial Group.

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

About Andrew LaFontain, MBA

• Over 15 years experience in Financial Services • Bachelor’s Degree in Accounting - UWM • Masters Degree in Business Administration (MBA) – UWM • Passed Uniform CPA Exam, November 2000

• Resident of New Berlin, WI • Family: Married, 2 sons, 2 daughters, 1 dog • Hobbies: Obstacle Course Racing, Soccer, Weight Training, Running, Reading and watching Notre Dame Football

I'm Most Proud Of: My wife for completing her marathon and my kids for their upbeat spirit in these trying times!

 Solutions

Life Happens. Being prepared makes all the difference.

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

Planning-for-Small-Business

As a business owner, you have a lot to protect – your business, your employees and your family. Life insurance is often purchased for personal financial protection but can also help with three key areas of business planning: business continuation, executive compensation and retirement. We can help you unlock the value of your business to help you reach your goal of retiring without depleting the business’s capital.

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.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Meet Our Professional Team

Experience

  • Manager, Financial Services, Financial Advisor

    Prudential Financial

    August 2015 - Present | Wauwatosa, WI

    •Develops relationships with business leaders within local communities •Develops Financial Professional Associates (FPAs) in the areas of relationship-based sales process, marketing strategy and client development

  • District Manager

    Waddell & Reed

    January 2014 - August 2015 | Waukesha, WI

    Work closely with the Managing Principal to develop a team of financial advisors. Activities include: • Recruiting, selection and licensing of financial advisors to one of two Waddell & Reed platforms. • Coaching financial advisors as they seek to build efficient, unique and growing practices. • Removing roadblocks that impede financial advisor success.

  • Vice President

    Rozman Wealth Management

    October 2008 - January 2014 | Brookfield, WI

  • Financial Advisor

    Morgan Stanley Investment Management

    June 2005 - October 2008 | Wauwatosa, WI

    • Performed financial analysis and developed investment strategies to help clients meet their short and long term objectives • Analyzed/reviewed existing money managers performance against applicable benchmarks • Quarterly review of investments to insure compliance with Investment Policy • Member of branch management team coordinating staff in operational and compliance issues

  • Financial Advisor

    A.G. Edwards and Sons, Inc.

    May 2004 - June 2005 | St. Louis, MO

    • Built book of business utilizing cold calling, networking, tradeshows and seminars • A.G. Edwards is a predecessor firm of Wells Fargo Advisors, LLC

  • Treasury Analyst

    Sensient

    March 2002 - April 2004 | Milwaukee, WI

    • Managed all U.S. banking activities, including the calculation of the daily cash position, evaluating short-term borrowing or investing alternatives and review of bank service charges • Implemented new banking services resulting in reduced financial risk while reducing bank fees • Cash flow forecasting, analysis of long-term financing alternatives and other financial analysis

The Prudential Difference

    • Property & Casualty: WI
    • Variable Annuities: LA, MI, TX, WI
    • Securities License: AL, AZ, IN, LA, MI, NV, TX, WI
    • Variable Life Insurance: MI, WI( LA License #681468)( TX License #2673933)
    • Fixed Annuities: MI, WI( LA License #681468)( TX License #2673933)
    • Life Insurance: MI, WI( LA License #681468)( TX License #2673933)

Andrew Lafontain is associated with the Greater Wisconsin Financial Group Office, 10000 W Innovation Drive, Suite 190, Wauwatosa, WI, 53226-9947, Managing Director: Eric Lowder, Phone: 414-456-1770. Andrew Lafontain 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. Andrew Lafontain offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies.  1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  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.