Jim Robinson

Jim Robinson

Wealth Management Advisor

Though I have been in the financial services profession for over 23 years, my formal education background is architectural design. I have had people ask why my life took this turn, as the two skill sets don’t seem connected. I see my early education, however, as a benefit. The calculation and probability studies transcend both fields, but the real advantage I see is the ability to create a vision. I used to be able to see a complete building and all of its elements before it had been built. I feel I can bring the same vision when I “build” an investment and income strategy for a client. It helps me see how the pieces fit together. I am still able to be creative and innovative as I construct a solid plan.

While working as the lead representative for a group retirement plan in the Ministry Health Care hospital chain for 13 years, I developed a strong relationship with many employees, which led to my role as their “family advisor”.  I became an independent advisor in 2010, joining Schulfer and Associates here in Stevens Point. It was a logical move since most of the family relationships I built were around this area.  I'm confident that I made the right move to be a part of an independent firm. More and more investors want to receive their financial advice separate from the large institutional firms who deliver investment products. Schulfer and Associates fits that model for me. I am now focusing primarily on working with retirees, soon-to-be retirees, and health care professionals.

My wife, Wendy, has also become a great contributor at the office. She has a strong background in art, design, gardening and “family managing”. Her talents are evident in the plants and floral arrangements on site, the fliers and invitations for client events, and the home baked treats waiting for our clients when they visit the office.   

Over the past 9 years Wendy and I have been relishing our role as empty nesters. Christine, Will and Emma are still close enough to visit, in La Crosse, Stevens Point and Madison. The exception is our daughter Julie and our 3 grandkids, who live in Miami, where we would like to plan visits in winter.         

My wife, children and grandchildren are my greatest blessing. The responsibilities I have with them and the trust involved are what drive me.  I feel blessed that I have chosen this profession. I take the trust my clients have in me very seriously, as they are my extended family.         

Noteworthy

  • LPL Outstanding Client Service Award 2011
  • LPL Outstanding Client Service Award 2012
  • LPL Outstanding Client Service Award 2013
  • LPL Outstanding Client Service Award 2014
  • LPL Outstanding Client Service Award 2015
  • LPL Outstanding Client Service Award 2016
  • AIG Retirement “Most Trusted Advisor” national competition winner 2008. (The 2-day competition was centered around creating a plan for a hypothetical couple, gathering relevant information, finding their greatest concerns, establishing a rapport, etc.  Finalists presented on a stage made up in an office setting.) Judged by 200 piers.

Current Community Involvement

Community Foundation of Portage County (Planned Giving) 2011-Present

  • Board Director, Current Marketing Chair and Vice President

Boys and Girls Club 2012-2013

  • Created a Financial Literacy Program for Portage County Boys & Girls Club

Rotary Exchange Student Program/AYUSA Exchange Program/ASSE Exchange Program

  • Host parents 2012-13
  • Host parents 2015-16

Created (as a team) a Financial Education series at Portage County Public Library 2013

Licenses and Designations:

  • Investment Advisory Representative*
  • General Securities Representative (Series 7)*
  • Life, Health, and Variable Insurance Agent
  • Investment Company Products/Variable Contracts Limited Representative (Series 6)*
  • Uniform Securities Agent State Law Examination (Series 63)*

      *Licenses held with LPL Financial.

Affiliations:

  • Member, Financial Planning Association 16 years
  • Member, Financial Services Institute 6 years
Phone 715.343.9600