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Wisconsin


Individual Sales

The Wisconsin offices are located in these cities:

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Eau Claire

Todd Robertson
Managing Director

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Madison

Brian E. O'Brien, CLU, ChFC, LUTCF
Regional Managing Director

Heidi Hoffland
Recruiting Director

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Milwaukee

Brian E. O'Brien, CLU, ChFC, LUTCF
Regional Managing Director

Tammy Clark
Recruiting Director

Allen Heckendorf
Development Director

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Neenah

Marty F. O'Brien
Managing Director

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Brokerage & Wholesaling Representatives

Mike B. Roesler
RVP-Nonqualified Plans

Mark Simser
Sr. Consultant

  • Crescent Ridge Corporate Center
  • 11100 Wayzata Blvd. Suite 211
  • Minnetonka, Minnesota 55305
  • Phone: 952.543.2421
  • Fax: 952.277.4299
  • Toll free: 866.860.3450

Jeff Warkenthien
RVP-Life Brokerage

  • 700 East Butterfield Road, Suite 430
  • Lombard, Illinois 60148
  • Phone: 630.705.1914, ext. 312
  • Fax: 630.705.1915

Troy Randall, CLU, ChFC, RHU
Life Regional Vice President

  • Phone: 515.246.7178
  • Fax: 515.246.4076
  • Toll free: 800.654.4278, ext. 67178

Eastern Wisconsin
Bob Herman, CLU®
Disability Income Regional Vice President

  • Principal Life Insurance Company
  • 700 E. Butterfield Road, Suite 430
  • Lombard, Illinois 60148
  • Phone: 888.480.7242
  • Phone: 847.516.1069
  • Fax: 847.516.1270

Western Wisconsin
Mike B. Roesler
RVP-Nonqualified Plans

  • Crescent Ridge Corporate Center
  • 11100 Wayzata Blvd. Suite 211
  • Minnetonka, Minnesota 55305
  • Phone: 952.543.2421
  • Fax: 952.277.4299
  • Toll free: 866.860.3450

Mike Sir, RHU
Disability Income Regional Vice President

  • Principal Life Insurance Company
  • Crescent Ridge Corp. Center
  • 11100 Wayzata Blvd., Suite 211
  • Minnetonka, Minnesota 55305-5517
  • Phone: 866.860.3450
  • Fax: 952.277.4299

Martin Dooley, Brokerage General Agent
HCB - Brookfield

  • 333 Bishops Way, Suite 170
  • Brookfield, Wisconsin 53005
  • Phone: 262.860.1666
  • Fax: 262.860.1655

Michael L. O'Brien, Brokerage General Agent
The O'Brien Financial Group - Capitas

  • 312 E. Wisconsin Avenue, Suite 312
  • Milwaukee, Wisconsin 53202
  • Phone: 414.276.7788
  • Fax: 414.276.0784

Allan J. Wynveen, CLU, ChFC, Manager - Unit
The Brokerage Agency, Inc.

  • 854 Michigan Ave
  • Oostburg, Wisconsin 53070
  • Phone: 800.535.4069
  • Fax: 414.476.4513

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