Franke Martens Group

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Address:


Waukesha Office
James Franke
S52 W25258 Poppy Fields Road
Waukesha, WI 53189
Phone: 262-547-9494
Email: jrfranke@hirep.net

Hortonville Office
Traci Martens
W7495 Cross Country Lane
Hortonville, WI 54944
Phone: 920-750-1180
Email: tlmartens@hirep.net

Phone:

Our People

Service You Can Believe In         

Traci Martens' commitment to the highest level of customer service combined with innovative and sophisticated financial planning has been a tremendous asset to her clients since 1991. Traci specializes in retirement plans, mutual funds, and education plans for individuals, particularly women and couples.  She also specializes in employee benefits packages for small to medium-sized businesses.  Traci combines exemplary listening and communication skills with top-notch experience to ensure that each client's needs are her top priority

Traci earned her Economics and Finance Degree from St. Norbert College, and holds the Certified Employee Benefit Specialist (CEBS) designation.

           Experience You Can Trust           

Jim Franke has been successfully providing sound financial advice and superior service to his clients since 1983. His areas of specialization are in financial planning, investment planning, estate planning, retirement planning and small business planning for his clientele of business owners, professionals and individual families. He is proficient at designing customized retirement plans, buy/sell agreements and tax-advantaged plans allowing clients to fully enjoy the financial benefits of years of hard work.

Jim graduated from the University of Wisconsin-Milwaukee, and continued his studies at the American College for his designations of Chartered Financial Consultant and Chartered Life Underwriter. He is currently a member of the Financial Planning Association.

A Team Built For You      

Jim and Traci work together to create retirement, succession and protection plan strategies to help make your life easier, better and simpler for you, your family, and your employees.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck