Broker Check
Jen Haldemann, CFP®

Jen Haldemann, CFP®

Director | Financial Advisor

Jen is a CERTIFIED FINANCIAL PLANNER™ professional, keenly focused on bringing a comprehensive approach to her group’s multi-generational families, encompassed by Portfolio Management, Estate/Retirement/Insurance Planning, and navigating clients through their individualized wealth solutions.  She joined Baird in 2003, after starting her career at Strong Financial Corp.  Jen earned her Bachelor of Business Administration in Finance from University of Wisconsin – Whitewater, and her Master of Business Administration from Marquette University. 

Jen is recognized as a FORBES Best in State Wealth Advisor 2018 – 2022.  She is recognized as a Five Star Wealth Manager 2012 - 2022.  Jen was also invited from a select list of Baird women advisors to attend the Barron’s Top Women Financial Advisor Summit in 2015 – 2022.  She was ranked a Top Next Generation Financial Advisor with FORBES/SHOOK as well as a Top Wealth Advisor Mom for Working Mother partnered with SHOOK Research in 2017-2022 and Forbes Top Women Advisors.

Within Baird, Jen is the acting President of Baird’s Women’s Advisor Council for 2022. Baird’s Women Advisor Council was created to encourage women to join the investment profession in an advising capacity.  Jen is excited to champion these efforts and advocate for women aspiring to become Financial Advisors.

Jen enjoys volunteering and participating at various events/committees within the community such as Junior’s Achievement and The Hope Foundation.  She currently serves on the Medical College of Wisconsin’s Planned Giving Council. She has recently served as a past board member and Board Member Development Chair with the Arthritis Foundation Upper Midwest Region, as well as a past board member of the local Southeast Leadership Board for the Arthritis Foundation. 

Jen lives in West Bend, WI with her husband, Matt, their daughters, Sage and Rayna, and their family dog, Bear.