Contact Us

CONNECT

Address:

10909 W. Greenfield Avenue, Suite 101
Milwaukee, WI 53214

Phone:

414-282-4000

Fax/Other:

414-282-7700

John Massie

John Massie

Partner

Professional Objective:

I am an experienced Wealth Advisor and CERTIFIED FINANCIAL PLANNER™ dedicated to helping clients pursue their life, financial, and legacy goals through the efficient and effective use of the financial planning process, financial products, tax strategies, insurance planning, and properly documented and communicated estate plans. I understand that there is more to your goals and legacy than just money.

Professional Designations:

CFP®  (CERTIFIED FINANCIAL PLANNER™ Practitioner)

Securities Registrations:

Series 6  Investment Company and Variable Contracts held with LPL Financial.

Series 7   General Securities Representative held with LPL Financial.  

Series 65 Uniform Investor Adviser Law held with LPL Financial.

Series 63 Uniform Securities Agent State Law held with LPL Financial.

 

Insurance Licenses:

  • Life 
  • Health    
  • Long-Term Care    
  • Variable Contracts

Personal:

My wife Kathy and I live in Germantown, where we raised our two daughters, Ashtin and Taylor. When I am not in the office I can be found participating in triathlon races in and around Wisconsin.

Education:

Bachelor's Degree Marquette University.

 

Phone (414) 282-4000
Fax (414) 282-7700
Mobile Phone 262-573-9256