The History of Wallstreet Group
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.
Specializing in property and casualty insurance offerings, The Nelson Vincent Agency merged with Wallstreet in 1996, to complete the insurance coverage opportunities afforded to Wallstreet’s patrons.
In 1999, Wallstreet encountered a devastating tragedy, when a local plane crash took the lives of four dear friends and colleagues. Ron Kappelman, Bob Linville, Judy Massman and Summer Schulte all perished in the 1999 crash and are greatly missed today.
The loss of these members left a great void and created a new challenge for the agency to overcome, but overcome, Wallstreet would. Wallstreet has continued to grow, both in clients and in team members. Today, Wallstreet continues to deliver objective financial and insurance advice matched with unparalleled customer service. Our agency is comprised of a team of proven professionals practicing in a multitude of specialty insurance and financial service fields.
Much larger and further reaching than in 1987, Wallstreet Group still makes a great effort to stay connected to the needs of local charities and organizations that rely on the support and monetary donations of businesses like Wallstreet Group. We are proud to belong to a community which embraces its local businesses and equally proud to be so fortunate as to be able to give back to our community and the organizations which make so much possible for those less privileged.
*Securities and Advisory Services offered through Client One Securities, LLC Member FINRA / SIPC and an Investment Advisor. Wallstreet Group and Client One Securities, LLC are not affiliated.
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 on group benefit plans, including health and ancillary insurance coverage, as well as 401K and other group retirement plans. Wallstreet quickly became one of the fastest growing insurance and financial services agencies in Mid-Missouri. It wasn’t long before the agency established business relationships in every corner of the state, with some clients demanding a multi-state servicing capability.Specializing in property and casualty insurance offerings, The Nelson Vincent Agency merged with Wallstreet in 1996, to complete the insurance coverage opportunities afforded to Wallstreet’s patrons.
In 1999, Wallstreet encountered a devastating tragedy, when a local plane crash took the lives of four dear friends and colleagues. Ron Kappelman, Bob Linville, Judy Massman and Summer Schulte all perished in the 1999 crash and are greatly missed today.
The loss of these members left a great void and created a new challenge for the agency to overcome, but overcome, Wallstreet would. Wallstreet has continued to grow, both in clients and in team members. Today, Wallstreet continues to deliver objective financial and insurance advice matched with unparalleled customer service. Our agency is comprised of a team of proven professionals practicing in a multitude of specialty insurance and financial service fields.
Much larger and further reaching than in 1987, Wallstreet Group still makes a great effort to stay connected to the needs of local charities and organizations that rely on the support and monetary donations of businesses like Wallstreet Group. We are proud to belong to a community which embraces its local businesses and equally proud to be so fortunate as to be able to give back to our community and the organizations which make so much possible for those less privileged.We Would Love to Work With You
We offer many services at the Wallstreet Group, from Group Benefits (Life & Health), to Individual Insurance (Life & Health), Property & Casualty, Financial Services, and even Long Term Care. When you’re looking for a company who cares about your life and business, we hope you will put your trust in the Wallstreet Group. I would be honored if you would reach out to me. We can discuss your financial goals and find ways to work towards them, as well as then protect your assets through our insurance services. Give me a call today at (573) 636-3222 to get started!You can trust the Wallstreet Group to assist with your financial and insurance goals - follow us to learn more!
Dylan Lueckenotte, Wallstreet Group
1530 Rax Court
Jefferson City, MO 65109
573-636-3222
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Jefferson City, MO 65109
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*Securities and Advisory Services offered through Client One Securities, LLC Member FINRA / SIPC and an Investment Advisor. Wallstreet Group and Client One Securities, LLC are not affiliated.
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