Michael J. Filbrandt

CLU®, ChFC®

My life’s mission is to help as many people as possible achieve financial independence. Traditional financial planning is based on “needs analysis.” People become much more engaged when asked about “what they want” and then are helped to get it.

8401 Greenway Boulevard Suite 212 Middleton, WI 53562
608-836-3600

Mike has been involved in the financial services industry since 1970 and is part of Savant’s University Wealth Management team. He founded Filbrandt & Company in 1980 and led its transformation into Filbrandt Investment Advisers in 2008, to Filbrandt Wealth Management in 2018, and its joining with Savant in 2021.

Mike earned a bachelor of business administration degree in finance and real estate from the University of Wisconsin-Madison. He is a Chartered Life Underwriter® (CLU®) and a Chartered Financial Consultant® (ChFC®). Mike is a member of the Madison Estate Planning Council, the National Association of Life Underwriters, and the Million Dollar Round Table.

Mike and his wife Pat have a son, Sean. He enjoys hiking, biking, and traveling.


Education &
Designations

  • University of Wisconsin-Madison
    Bachelor of Business Administration in Finance and Real Estate
  • Chartered Life Underwriter® (CLU®)
  • Chartered Financial Consultant® (ChFC®)

Affiliations &
Community Service

  • Madison Estate Planning Council – member
  • National Association of Life Underwriters – member
  • Million Dollar Round Table – member