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portrait of Bradley D Borgen
FINANCIAL ADVISOR

Bradley D Borgen

CFP®
N1261 Mayflower Drive, Greenville, WI 54942opens in a new window
CallSend Me a Message

About Bradley

My journey began at The University of Wisconsin Eau Claire where I earned my undergraduate in business education and began my career as an educator. I eventually went back to pursue a master's in business administration (MBA) and began my career with Edward Jones in 2003. With a commitment to continuous learning, I then went on to earn the CERTIFIED FINANCIAL PLANNER™, CFP®, * certification in 2010 to expand my industry knowledge so I can help clients achieve their financial goals..

My purpose as a financial advisor is to invest my time to help families and small business owners develop...

Focus Areas

  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies

Work History

  • Edward JonesOctober 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Univ of Wisconsin,OshkoshMaster of Business Admin

Personal Interests

  • Traveling
  • Golfing
  • Spending Time with Family

Team Members

  • Levi Borchert
    Branch Office Administrator
  • Jennifer Eisenheim
    Branch Office Administrator
  • Sarah Stoeger
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(920) 757-1815

Fax

(877) 841-3374

Office Address

N1261 Mayflower Drive
Greenville, WI 54942opens in a new window

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