Financial Services & Insurance


My goal in working with clients is... strategize for and then teach how to improve their financial situation without any additional out of pocket costs. This commonsense approach is a counterintuitive but very educational way to teach clients important, basic principles in money management.


"Motivation is everything.  You can do the work of two people, but you can't be two people.  Instead, you have to inspire the next guy down the line to get him to inspire his people."  -- Lee Iacocca

Life insurance is an ideal vehicle to integrate into the idea of Modern Portfolio Theory as an asset class.


Source: Guardian, Pub 40821


Interested in having me contact you with an answer to a question?

P: 262-366-6058



Personal Info

Protecting your privacy:


When you contact Chris Wacker, your personal information will not be given out intentionally or sold to any third parties.  Chris will only use the information you provide as a guide to help him answer your question or help with your situation. * required information.


First Name
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Area of Interest  (check all that apply)

 401(k) / IRA
 Retirement Income
 Life Insurance
 Tax Balance
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Chris Wacker is not securities licensed in all 50 States.  Please contact him to inquire as which ones he is licensed.

Chris Wacker is insurance licensed in: Wisconsin, Illinois, Texas, Colorado and Kansas.

Neither Guardian, nor its subsidiaries, agents or employees give tax or legal advice.
You should consult your tax or legal advisor regarding your individual situation.