Rob Wachholz

Rob was born in Wausau, WI and has lived there his entire life. He graduated with a degree in Mathematics from Wartburg College in Waverly, IA. Mathematics experience and his love of working with people propelled him into the business retirement plan industry where he uses both people skills and math skills often. Rob has his series 7,24,65 and 63 securities licenses for the state of Wisconsin. Rob is the director of Wisconsin Benefit Planning’s business retirement planning department. Rob and Charlie work closely together to provide more options and lower expenses in retirement plans throughout North Central Wisconsin. Rob will help the business owner with fiduciary liability issues, plan costs, investment option performance and many 401k strategies. Rob and Charlie will also service the plan participants on site and provide employee education. Rob is a registered rep with Packerland Brokerage Services 432 Security BLVD Green Bay, WI 54313 Member SIPC & FINRA.