Brandon Littleton, CFP®

Brandon Littleton, CFP®

Financial Representative

Brandon has been working to help his clients work towards their financial goals since 2011. Keys to his background have been understanding the needs of his clients, leading with financial planning as the basis for recommendations, and offering very personalized services and proactive management. He specializes in business financial planning services as well as individual retirement and income planning.

Brandon is a Principal Financial Group Registered Representative and Investment Advisor Representative and currently holds Series 7, 63 and 65 registrations, as well as life, health and long-term care insurance licenses.

Brandon is also CERTIFIED FINANCIAL PLANNER™ practitioner.

Brandon graduated Lamar University in Beaumont, TX with BS in Business with concentration in Finance.

Brandon also played Minor League baseball with the Baltimore Orioles as well as Philadelphia Phillies for parts of 6 seasons, making it to Triple -A before retiring to pursue other endeavors.

Brandon currently lives in Oconomowoc, WI with his wife Erin. He has two girls and a boy that keep him busy.  He enjoys traveling, golf, exercising and watching sports with his friends and family.

 

Phone 262-354-0590
Fax 262-354-0591