FINANCIAL ADVISORS

John C. Wagner CFP® & Michael A. Kramer

John Wagner: Senior Vice President, Financial Advisor
Michael Kramer: Vice President & Financial Advisor
John C. Wagner CFP® & Michael A. Kramer
11201 North Port Washington Road
Mequon, WI 53092
Toll-Free: 800 418 8353
Direct: 262 241 5988

John Wagner, Senior Vice President and Financial Advisor in our Mequon, Wisconsin office, joined Ziegler Wealth Management in 1978. As a Certified Financial Planner™ practitioner, John has more than 20 years focusing on retirement planning, including working with his clients to craft plans with the goal of accumulating wealth for retirement, or generating income in retirement. In 1978, John joined Ziegler Wealth Management as branch manager and investment consultant in Ziegler's Appleton, Wisconsin office. In 1990, John joined the executive management team in West Bend, Wisconsin. In 2000, he returned to working directly with investors.

John lives in West Bend, Wisconsin with his wife Barbara, and is very involved in the community. He is on the Park Commission for the City of West Bend, and is a member of the West Bend Sunrise Rotary Club, as well as being involved in various church activities.

 John Wagner FINRA BrokerCheck

 

Michael Kramer, Vice President and Financial Advisor in our Mequon, Wisconsin office, joined Ziegler Wealth Management in 2000. Michael works with his clients to identify their financial goals and needs, and provides investments and advice tailored to help each client achieve their financial goals. With a focus on retirement planning, Michael works with his clients to craft plans with the goal of accumulating wealth for retirement, or generating income in retirement.

Michael is very involved in the local community. He is the Chairman of the Ambassador Committee, serves on the board of directors and is treasurer for the Mequon-Thiensville Chamber of Commerce. In addition, Michael is serves as President for Pivotal Directions, a non-profit organization that seeks to transform the lives of youth through character and leadership development. They provide an adventure course in personal and team leadership in international and domestic impoverished areas, as well as local leadership training that focuses on personal growth and the importance of servant leadership.

Michael lives in Mequon and enjoys spending his free time with his wife, Heidi, and their three children.

 Michael Kramer FINRA BrokerCheck

 

Begin by sitting down and discussing your needs and goals with us. We will be happy to explain the financial tools and investment opportunities available through Ziegler. Please call 800 418 8353 to schedule a time to meet.

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