Jeffrey Day, ChFC, CLTC, CLU

Jeffrey Day, ChFC, CLTC, CLU

Financial Services Representative


Protecting Today.. Building for Tomorrow  is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet and exceed my client's established goals. My personal goal is to become a lifetime resource for each and every client.


  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Retirement Planning Design
  • Gifting Strategies
  • Distribution Planning
  • Tax Planning Strategies


  • Over 40 years of experience in the Financial Services Industry
  • Licensed to sell Life Insurance in CA (License #0752869), FL, IL, NC, PA, and WI
  • Registered Representative of MMLIS with Series 7 and 63 securities registrations.
  • Chartered Life Underwriter (CLU®) designation
  • Chartered Financial Consultant (ChFC®) designation
  • MetLife Inner Circle Member 2013, 2014
  • Milwaukee 5-Star Wealth Manager 2009, 2011, 2013
  • MetLife Platinum Conference Member
  • New England Financial Agent of the Decade,1990-2000
  • New England Financial Hall of Fame Life Member and Vanguard
  • Million Dollar Round Table Lifetime Qualifier
  • Life Underwriters Training Council Instructor
  • Recipient of National Quality Award


  • Married to wife, Mary, with two children, Brooke and Ryan


  • Member and Past President of the Milwaukee Association of Insurance and Financial Advisors
  • Member, Freemasons Lodge #363


Phone (414) 615-4901
Fax (414) 615-4951