Dale Wroblewski, CFP®, ChFC®, CLU®
Hi! I have over 12 years of experience in the financial services industry.
I am a CERTIFIED FINANCIAL PLANNER™. I leverage my past experience in retirement benefits to focus on analyzing and recommending solutions related to your retirement, asset allocation, tax, and insurance needs.
I received my bachelor’s in Business Administration from the University of Wisconsin – La Crosse, where I majored in Finance and Marketing and minored in Chemistry.
In my free time, I play football in the MidStates Football League (MSFL) with the Racine Raiders. I also play tennis.
How it works
I am happy to help review your financial plan, provide general education, and answer your questions. Getting started is easy.
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Founded in 1919, Baird has guided families, businesses, communities and institutions toward their financial goals for a century. Today employee-owned Baird offers wealth management, investment banking, asset management, institutional sales and trading, equity research, public finance and private equity services through more than 200 locations in the United States, Europe and Asia. Baird manages and oversees more than $415 billion in assets for clients around the world and employs more than 4,700 associates.
Our Mission: To provide the best financial advice and service to our clients and be the best place to work for our associates.
We’re honored to have earned national recognition and a reputation for excellence for the financial advice and services we provide. We know these accolades stem from our cultural commitment to clients and to being a workplace of choice for the most talented professionals in our industry. The latter helps us attract extraordinary people – many of whom stay with us for their entire careers – ensuring the quality and continuity of our advice and service for you.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®