Jeffrey P. Diehl
Appleton, WI
Investment Advisor Representative
Background/Focus
Jeff Diehl serves as an independent personal producing Financial Advisor and is an Investment Advisor Representative & Retirement Plan Consultant with Woodbury Financial Services, Inc..
Mr. Diehl has been involved in his chosen industry for over 30 years where he has been involved with personal financial and investment planning, designing and improving corporate sponsored employee benefit plans, with an emphasis in Qualified Retirement Plans & Cash Balance Plans
Jeff Diehl is founder and President of The Advisory Group, Inc., an insurance and employee benefit resource firm. The Advisory Group, Inc. was founded on the premise to deliver broader and improved services to existing clients and to properly position our clients and their business for the changing financial and employee benefit arena. The principals of the firm strive to operate their business on the premise,
“That just because no one else has done something like this before, does not mean that it cannot be done!” In other words…. What if???
Community Involvement
Jeff is a member and past president of the Fox River Valley Association of Insurance & Financial Advisors
A member of the Wisconsin and National Association of Insurance & Financial Advisors (NAIFA)
National NAIFA board and past member on the Committee on Associations & National Membership Committee.
Jeff also is a member of the Million Dollar Round Table*, which is the premier association of financial professionals and has also qualified for Court of the Table.
In addition to his industry involvement, Jeff is a member of First English Lutheran Church, serves as an usher, a member of the Parish Choir, and church council, the Manawa-Weyauwega Masonic Lodge #82, a member of the Beja Shriners and has served as a member of the Divan.
Has served as an instructor for leadership classes in Wisconsin, North Carolina and Michigan for his professional association; NAIFA.
The LILI (Life in Leadership Institute) program is a six month course assisting individuals in developing their leadership, personal and business skills.
He currently serves as the NAIFA Wisconsin State Membership Chair and also has served on the NAIFA-WI Educational Foundation.
Was selected and honored by The Fox River Valley Association of Insurance & Financial Advisors as their recipient for their Distinguished Service Award; in addition, he was recognized by Corporate Report Wisconsin as one of 16 Future Leaders of Wisconsin for his accomplishments.
And in the past: State President, State Legislation director, Regional Director and Government Relations Chair.
Education and Licenses
Mr. Diehl is a graduate of The University of Wisconsin Stout, with a BS in Business Administration, and a graduate from the College for Financial Planning, Denver, CO., with his CFP Degree. Mr. Diehl has also provided seminar education plans to the public and employees, as well as being published in Advisor Today and Life Insurance Selling.
Personal
Jeff is married to Traci; they live in Greenville along with their two boys, Ethan and Corey and their two Bearded Collies, Reggie& Cody. Jeff enjoys gardening, cooking, biking, fishing, water sports, snowshoeing, snowmobiling, music and spending times with family & friends!
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS. WFS does not provide tax or legal advice.
*Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.
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.