Five Star award winner Jeffrey Feldhusen

PROFESSIONAL PROFILE

Contact Me

Jeffrey Feldhusen

Financial Advisor

330 S Executive Dr Ste 305

Brookfield, WI 53005

Office: 262-789-7767

Cell: 414-915-1397

jfeldhusen@primerica.com
www.Primerica.com/jfeldhusen

Professional Approach

Jeffrey has 20 years of experience serving clients, local and nationwide communities. His philosophy is to work with honesty and integrity every day, and to offer exceptional customer service. He pays close attention to each client’s specific situation, listening to their needs, working closely with them, and making it his goal to forge lifelong relationships.

Jeffrey has built a reputation for providing trustworthy, well-researched advice to his clients. He uses an approach that allows him to create highly customized plans to meet each investor’s needs along with the education and tools that are designed to help them reach their financial goals and dreams.

Primerica was founded in 1977 as a financial services firm built on a foundation of trust, respect, and doing what is right doing what's right. For more than 40 years, Primerica's representatives have served Main Street families just like yours, providing a strong foundation of financial education and offering affordable solutions to meet their clients' needs.

Jeffrey was first attracted to the business after seeing how the lack of financial education had effected the people around him that he cared about in the hearing and deaf communities. Jeffrey was raised for a good portion of his life in the deaf culture and was blessed with the ability to communicate to the deaf community by using sign language. He has used his skill to serve the deaf and hearing community across the United States. His daily passion is to serve and help individuals and families live out their financial goals and dreams.

Jeffrey is a man of faith, family, friendships, and fun! Outside of running his business, he spends time with his wife, 2 young children, dog, friends, playing sports, volunteering in his church, reading, watching movies, listening to various styles of music, and traveling. Jeffrey wakes up everyday with an attitude of gratitude knowing that life is short so his 2 mottos are "Never stop dreaming!" and "Never get too busy making a living that you forget to make a life!"

See Accomplishments

This award was issued on 06/01/2023 by Five Star Professional (FSP) for the time period 09/12/2022 through 03/31/2023. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 1,636 Milwaukee-area wealth managers were considered for the award; 173 (11% of candidates) were named 2023 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2022: 1523, 171, 11%, 6/1/22, 9/27/21 - 3/25/22; 2021: 1036, 169, 16%, 5/1/21, 9/7/20 - 4/9/21; 2020: 1092, 172, 16%, 6/1/20, 9/16/19 - 4/10/20; 2019: 1061, 224, 21%, 6/1/19, 9/17/18 - 4/12/19; 2018: 1461, 220, 15%, 6/1/18, 10/3/17 - 4/18/18; 2017: 1148, 237, 21%, 6/1/17, 9/30/16 - 4/17/17; 2016: 923, 370, 40%, 5/1/16, 9/6/15 - 5/5/16; 2015: 1329, 430, 32%, 6/1/15, 9/6/14 - 5/5/15; 2014: 1744, 397, 23%, 6/1/14, 9/6/13 - 5/5/14; 2013: 2672, 524, 20%, 6/1/13, 9/6/12 - 5/5/13; 2012: 1291, 303, 23%, 6/1/12, 9/6/11 - 5/5/12.

Click to access BrokerCheck

Securities and advisory services are offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, Georgia 30099-0001, member FINRA [www.finra.org]. PFS Investments Inc. conducts its advisory business under the name Primerica Advisors. Primerica and PFS Investments Inc. are affiliated companies.

Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP's consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP's consumer complaint process; feedback may not be representative of any one client's experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager's future performance . Wealth Managers may or may not use discretion in their practice and therefore may not manage their clients' assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.