Timothy Ehler

Principal Securities Registered Representative

EXPERIENCE:

Tim has been in the insurance and financial services industry for over 20 years.  Tim works with business owners and individuals in the driftless region of Wisconsin throughout his career.  He works one-on-one with business owners and their employees on their insurance needs as well as their financial goals.  Tim also works with individuals in the areas of asset allocation review and retirement planning. Tim partners with his brother Matthew to expand their growing business owner, employee benefits and individual focused practice.  Together, they provide strategies designed to meet their client’s financial goals.

 

EDUCATION & CREDENTIALS:

Tim went to Western Wisconsin Technical College, Winona, and Viterbo University.  He is a Financial Services Representative of Principal Financial Group® and Registered Representative of Principal Securities, Inc.  Tim has his Series 6, 63 Securities Registrations and Life, Health, Accident & Variable Annuities Insurance licenses.

 

INTERESTS:

Tim resides in Shelby, Wisconsin with his wife, 3 boys and 3 dogs.  Tim has been active in his community serving in NAIFA, the Town of Shelby, along with being a host family for Logger minor league baseball players in the Northwoods Baseball League.  Tim has served on the English Lutheran endowment committee and enjoys hunting and camping with his family across the Midwest.

 

MISSION STATEMENT:

“To simplify insurance & retirement for individuals and businesses.”  Tim works to find out what the goals and objectives are for his clients to help provided strategies to help meet them.

Phone 6087931400
Fax 6087931401