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Showing posts from July, 2017

The History of Wallstreet Group

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The Wallstreet Group is located in Jefferson City, Missouri. We strive to provide exceptional service to our clients, whether through financial services or insurance for personal or commercial use. We have over forty employees on staff, and from the financial advisors to our account Executives (like me), we all work together to make sure you receive the highest quality of experience. Our business is not new - we’ve been around for thirty years, and I would like to share a bit of our history to introduce you to the Wallstreet Group. Our History Wallstreet Financial Group, Inc. was formed in 1987 by Lee Wilbers and Bob Linville. At its inception, Wallstreet focused primarily on financial and investment guidance and products. In 1990, Randy Lueckenotte and Ron Kappelman joined Wallstreet, acting as active partners in the agency. Their addition included a merger of diversified clients and services. Shortly thereafter, Wallstreet expanded its business competencies to include a focus ...

Getting Started with Health & Life Insurance

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Everything in life is unexpected – you aren’t given any guarantees about what you’ll be doing tomorrow, where you’ll go, or what news you’ll get. While this isn’t meant to be alarming or frighten you, one thing you need to know about is the benefit and purpose of life and health insurance. You may not think you need it today, but it will be a small price to pay if you need it tomorrow. Because I know the value that is involved in both life insurance and health insurance, I want to break down the two and help you understand them as well. Life Insurance Life insurance can vary depending on the policy that you set up, but the benefit is that if something were to happen to you, your beneficiary can file a claim with the insurance company by submitting a death certificate, and can then receive compensation to help with expenses that come up afterward – whether expected or unexpected. You can name your spouse, your child, another family member, or a friend as your beneficiary, but ke...

Welcome to My Blog!

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My name is Dylan Lueckenotte, and I look forward to not only learning more about you through my new social media efforts but helping you learn more about me and Wallstreet Group. I am based out of Jefferson City, Missouri, but I have clients all over the state. I look forward to working with you as you make plans to achieve your financial goals and then protect those assets through our insurance services. Here is a little bit more about me, as well as what I can assist you with Wallstreet Group, and what we'll be covering on this blog! About Me Attending the Jefferson City Area Chamber of Commerce Chamber Connections at Prison Brews. I joined Wallstreet Group after graduating from the University of Missouri - Columbia in the spring of 2016. I have spent the previous 3 years at Wallstreet Group as both a Financial and Group Benefits Intern. I graduated from the University of Missouri - Columbia with a Bachelor of Science in Business Administration, and also received m...