Don Schleicher has been providing financial services and insurance products since 1972. He achieved the designation of Life Underwriting Training Council Fellow (LUTCF) and has numerous insurance and financial services licenses.
Don holds the Series 6, 63, and 65 registrations and is a registered Representative with Woodbury Financial Services, Inc. as well as an Investment Advisor Representative. Don also has his Life, Health, and Property Casualty insurance licenses. Continued training in all of these fields gives Don the expertise necessary when assisting his clients with their financial planning.
Don has served as President of his local NAIFA-Wisconsin-Fox River Valley (National Association of Insurances and Financial Advisors.) in 1997. He has served on the local board of directors continuously from 1995 - 2007. In 2002, Don received the Fox River Valley Associations Distinguished Service Award for outstanding service to his clients, his profession, his church, and his community. This award is given to one person annually by his Professional Association. He served as Wisconsin State President of NAIFA for 2009- 2010 and continues to be active on several NAIFA committees.
Don is a member of the National Association of Insurance and Financial Advisors; a lifetime member of The Million Dollar Round Table; Court of the Table; and the Vice President of the Fox River Valley Estate Planning Council. He is a sought after speaker at Association events.
Don is a member of the Independent Network of Financial Advisors Collaborative Resources (INFACOR). This is a wealth strategies group, designed to aid planners in effectively serving their clients. Membership and involvement in these associations allows Don the opportunity to share his knowledge with other professionals in the Financial Services Industry.
Don is married to Cindy, with three adult children and one granddaughter. He has served in leadership positions with the Fox Cities Chamber of Commerce Ambassadors Club, The Fox Cities Convention and Visitors Bureau, the Grand Chute Lions Club and Faith Lutheran Church. His hobbies include golf, snowmobiling, hunting, and spending time with his family.
Please Note: Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Lifetime membership is achieved in the 10th year and this status is maintained in future years by attesting annually to having met current minimum production levels and by paying the required dues.