Wisconsin Business Center
The World Health Organization declared the COVID-19 outbreak a global pandemic. We want to take this opportunity to share our plan to protect you as our customer, our financial professionals, and employees.
Our office has implemented a work from home policy for the immediate future. We are checking our voicemail frequently throughout the business day so you can be assured a prompt response to any questions you have. Thank you and take care of yourselves and others.
For more information, check out information on managing the uncertainty.
The Wisconsin Business Center is a group of offices representing Principal® in a variety of locations across the state of Wisconsin. We’ve been a local presence in the Milwaukee, Neenah, and Eau Claire area since 1920 and are dedicated to helping individuals, businesses and their employees achieve financial security and success in our communities. We proudly represent the Principal with integrity and professionalism.
Working with us
If you’re interested in working with us as a financial professional, we’ll provide you a professional and supportive environment that helps you build your knowledge and skills. Learn more about what it’s like to work with us and meet our management team.
See our office locations & financial professionals
If you’re looking for a financial services product, we can help you find a local financial professional at Principal® to discuss your financial needs, as well as purchase life insurance, annuities, securities and investments.
See a list of financial professionals in Wisconsin to contact one directly.
Our alliances & associations
Do you want to make a difference and help others solve problems? We do too. That’s why we want to talk to you about your future with Principal. Whether you’re just getting started or ready to move your business in a new direction, we’ve got your back.
An inclusive culture and tools to build your career
The one thing we have in common is that each of us is different. That’s why we seek diversity in the people we hire. Our inclusion extends to the way we do business with a flexible work culture. That may mean you want to focus on a specific market, be a solo practitioner or join a team. No matter what you choose, we’re here to give you the right tools to build your confidence and help you succeed.
Meet the management team
Now that you know a little about our business center, we’d like to tell you about the amazing folks you’ll be working with.
Dan Buehrle - Senior Regional Managing Director
Dan joined Principal as an agent in 2002, and became the Regional Managing Director of the Wisconsin Offices of Principal in 2012 being named "Agent of the Year" three times in his career. Dan has been awarded the Master Agency Award each year as RMD from 2012-2016, which is awarded annually to 250 financial services firms worldwide for achieving top commission levels.
Dan and his wife Karen have 5 children: Cassidy, Christian, Sasha, Dom, and Beck.
Contact information
414-258-6220
buehrle.daniel@principal.com
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Matthew J. Martens, MS - Managing Director
Matt joined Principal in 2014 with 7-plus years of combined experience in training, development, and quality assurance management. His role focuses on the education and motivation of both new and experienced advisors, helping financial professionals grow their business, and working with clients to reach their dreams, goals, and financial objectives.
Matt enjoys movies, collecting sports memorabilia, and of course, rooting for the Green Bay Packers!
Contact information
414-258-6220
martens.matthew@principal.com
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Jennifer Moston, ARPC - Managing Director
Jennifer joined Principal in 2018, bringing over 18 years of experience in the Retirement Plan industry and management of Corporate Retirement Plans. Her role focuses on helping our advisors expand their Qualified and Non-Qualified Retirement Plan Business. She believes strongly in helping individuals achieve their retirement dreams, and is passionate in empowering women to become financially stable.
Jennifer serves as President of the Kettle Moraine Middle School PTA, and has 4 children: Stella, Greta, Charlie, and Jett.
Contact information
414-258-6220 ext. 134
moston.jennifer@principal.com
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Samantha Maldonado, MBA - Managing Director
Samantha brings to Principal proven success in creating and executing vision to sustain a strong culture focused on transformational change, innovation, and measurable and scalable business results in both for profit and not profit organizations. She enables positive change within department functions by cultivating an atmosphere dedicated to fostering relationships, organizational acuity, and thoughtful action toward embracing change and ambiguity.
Samantha is currently the President of the Prospanica Milwaukee chapter, President and Founding Board member of Stellar Collegiate Charter School, Co-Chair of UPAF NextGen, and Council member for the Multi-Cultural Advisory Council of Visit Milwaukee. Samantha lives in Milwaukee her husband and 2 children.
Contact information
414-258-6220 ext. 1928
maldonado.samantha@principal.com
Liset Vazquez - Assistant Director - Field Operations
Liset joined Principal in 2018 and leads the overall operational strategy and activities for her region that includes offices in Wisconsin, Nevada, Utah, Idaho, Oregon, and Washington. Liset has over a decade of experience in the financial industry and has had a multitude of roles that involve providing high client service and creating process improvements to meet important business needs.
Liset is passionate about giving back to her community by serving on various boards and committees: Board of Directors for The Parenting Network, Officer of Mentorship Programs for Milwaukee – Prospanica, and committee member of Mount Mary University’s Latina task force.
Contact information
414-258-6220
vazquez.liset@principal.com
Ellen Brill - Recruiting Support Coordinator
Ellen joined Principal in 2012 with 6 years of experience in the insurance and financial services industry. She has a background in recruiting support and assisting advisors in their practices. In her role, Ellen strives to create the best possible experience for advisors joining Principal while in the recruiting process.
Ellen hails from Minnesota and is a graduate of the University of Minnesota – Twin Cities. In her spare time, she is a youth volleyball coach and mom to Olivia and Vincent. She loves summers and spending time at the lake with her family.
Contact information
515-235-9106
brill.ellen@principal.com
Benjamin Sauter, MBA - Regional Talent Consultant
Benjamin Sauter joined Principal with one mission: To identify transcendent, passionate talent and aid in the realization of career ambitions and professional fulfillment within the financial services industry. Benjamin's professional background includes experience in sales and recruiting in the financial services industry.
Benjamin leads a very active personal life, enjoying all things Wisconsin and spending time with his nieces and nephews.
Contact information
414-203-7044
sauter.benjamin@principal.com
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Suzie Daggett - Marketing Launch Coordinator
Suzie joined Principal in 1999 with a broad knowledge of Principal products and new business processes, as well as years of customer service experience both with clients and advisors. She has held various roles in the TeleApp Department and Client Resource Services.
In her free time, Suzie enjoys live music/theater, cultural events, and hanging out with friends and family. She loves to travel and has been to over 35 countries.
Contact information
515-246-4983
daggett.suzie@principal.com
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Brian C. Levins, MBA, CLF® - Marketing Director
Brian joined Principal in 2008 with a goal to build and strengthen a culture based on cultivating an environment where entrepreneurial minded, credentialed professionals, who are committed to high productivity and ethical standards, can serve the needs of their clients. Brian is an award-winning developer of innovative marketing programs that maximize investments and deliver profitable business results. He has proven experience building relationships, managing teams, and driving cross-functional change across organizations.
Brian and his wife Julie have 2 children, Andrew and Ella.
Contact information
414-258-6220
levins.brian@principal.com
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Interested in meeting with a professional financial near you? Great! Check the list below to see who’s available in your area and learn more.
Wauwatosa offices
10361 W. Innovation Dr., Suite 300
Wauwatosa, WI 53226
414-258-6220
Directions to the Wauwatosa office
10425 W. North Ave, Suite 226
Wauwatosa, WI 53226
262-442-4346
Directions to the Wauwatosa office
Appleton offices
100 W. Lawrence St, Suite 502
Appleton, WI 54911
920-560-5700
Directions to this Appleton office
1837 W Wisconsin Ave.
Appleton, WI 54914
920-832-3821
Directions to this Appleton office
Adell
N1674 Lake Ridge Drive
Adell, WI 53001
262-626-4783
Directions to the Adell office
Altoona
211 Harvest Lane
Altoona, WI 54720
715-832-9717
Directions to the Altoona office
Eau Claire
4330 Golf Terrace, Suite 215
Eau Claire, WI 54701
715-835-5113
Directions to the Eau Claire office
Franksville
2626 49th Dr.
Franksville, WI 53126
262-835-9111
Directions to the Franksville office
Greenfield
6001 S 27th St.
Greenfield, WI 53221
414-282-2010
Directions to the Greenfield office
Holmen
525 McHugh Rd. Suite 3
Holmen, WI 54636
608-782-2299
Directions to the Holmen office
Kaukauna
311 East Ann St., Suite #2
Kaukauna, WI 54130
920-766-9988
Directions to the Kaukauna office
Kenosha
4213 89th Place
Kenosha, WI 53142
262-370-4566
Directions to the Kenosha office
La Crosse
505 King Street, Suite 10
La Crosse, WI 54601
608-793-1400
Directions to the La Crosse office
Menomonee Falls
W137 N5557 Williams Place
Menomonee Falls, WI 53051
888-928-6466
Directions to the Menomonee Falls office
Mineral Point
2500 Business Park Rd. Suite 2
Mineral Point, WI 53565
608-987-3255
Directions to the Mineral Point office
Neenah
711 Deerwood Avenue
Neenah, WI 54956
920-215-3262
Directions to the Neenah office
Oconomowoc
1815 Executive Drive, Suite 2
Oconomowoc, WI 53066
262-354-0590
Directions to the Oconomowoc office
Oostburg
933 Center Avenue
Oostburg, WI 53070
920-564-3836
Directions to the Oostburg office
Racine
1127 Prairie Drive, Ste 100
Racine, WI 53406
262-884-9980
Directions to the Racine office
Sheboygan
516 Vollrath Blvd
Sheboygan, WI 53081
920-395-2430
Directions to the Sheboygan office
Stevens Point
3004 Post Road
Stevens Point, WI 54481
715-342-3689
Directions to the Stevens Point office
Waukesha
N19 W24200 Riverwood Dr #150
Waukesha, WI 53188
262-446-8122
Directions to the Waukesha office
Wausau
210 McClellan Street, Suite 300
Wausau, WI 54403
715-848-1140
Directions to the Wausau office
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The Financial Professionals in the Wisconsin Business Center are licensed in AL, AZ, CA, CO, CT, FL, GA, IL, IN, IA, MI, MN, MO, NV, NY, OH, PA, TX, UT, VA, WA, WI, WY, (some or all states) to offer insurance products, life insurance (including variable life), annuities (including variable annuities), securities and investment advice. This site is not a solicitation of interest in any of these products in any other state.
Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Co. (except in NY) and Principal Life Insurance Co. Securities and advisory products offered through Principal Securities, Inc., 800-247-1737, member SIPC. Principal National, Principal Life, and Principal Securities are members of the Principal Financial Group, Des Moines, IA 50392.
* The DBA in which an advisor markets under is not an affiliate of any company of the Principal Financial Group®.
Important Customer Information: The Wisconsin Business Center Financial Professionals of Principal Securities may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if he or she is excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by any of the Financial Professionals of Principal Securities that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution he or she represents, contact your state securities law administrator.
The Financial Professionals of Principal Securities are licensed in a number of states to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and are securities and advisory registered in a number of states. This site is not a solicitation of interest in any of these products in any other state.
Principal Life maintains certificates of authority to transact insurance in all 50 states. Principal Life NAIC identification number is 61271. Principal National NAIC identification number 71161.