Broker Check

Milwaukee Office

6320 West Forest Home Avenue
Milwaukee, WI 53220

Team

 

Jason R. Rose AFSP, IAR

Tax Preparer, Investment Advisory Representative

(414) 541-4900

(414) 541-6220

jason@acc-u-rite.com

Jason Rose received his Bachelor's degree in communications from the University of Wisconsin-Milwaukee in 2000. He joined Acc-U-Rite Tax Service in 2010 as a full time seasonal tax preparer. In 2011 Jason attained his Wisconsin Life...
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Paul S. Wickert, EA, ChFC, IAR

President

(414) 541-4900

(414) 541-6220

paul@acc-u-rite.com

Bachelors degree in economics from Carroll University in 1973. Joined Acc-U-Rite in 1984, passing the Enrolled Agent (EA) exam in 1985. Joined HD Vest in 1993 with licensures for series 6,7,63,65 securities, WI Life, IAR and ChFC®.
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