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Hi, I'm Brett Ullen. Before joining Farm Bureau, I was a Financial Advisor with Northwestern Mutual for 17 years. I can assist you with putting together a sound financial plan for retirement.
Our goal is to help you plan for the unexpected and protect your future. Getting to know you and the things that are most important to you will help us customize your financial plan to fit your specific needs. Upon analysis of every unique situation, the following objectives will be addressed - your Security and Confidence, Capital Accumulation, Tax Advantaged Investments, Speculation, and Wealth Success. We can work together to help you achieve your goals.
Outside of the office, I enjoy playing golf, traveling and spending time with my daughter.
Give me a call today to learn how I can help you plan for your future.
University of Minnesota - Bachelor of Applied Business
2001 - New Associate of the Year Runner Up
2001 - Senate Club recognition for outstanding sales achievements
2003 & 2004 - Mentor - Carlson School of Management/Finance and Business
2007 - Qualified for Million Dollar Round Table, achieved Court of the Table
2008 - Named on the best Wealth Managers 5 Star Best in Client Satisfaction