BRIAN KONZ, AIF®

BRIAN KONZ, AIF®

Co-Owner and Founding Partner

Brian is co-owner and a founding partner of Oswald-Konz Financial Group. He has been in the financial services industry since 1995 and is currently a Registered Representative and Investment Adviser Representative of Commonwealth Financial Network®, a Registered Investment Adviser.

Brian is very community-minded. He manages money for various churches and community foundations. In addition, Brian has served on various board positions on the Watertown Main Street Program and was previously an advisor to the Watertown Educational Foundation Board, Currently, he is an active member of the YES! Watertown group, and volunteers for various community events.

Brian graduated from the University of Wisconsin-Whitewater with an emphasis in business. He has completed the graduate school program on financial planning and has taken additional courses in estate planning. Brian has also earned the Accredited Investment Fiduciary® (AIF®) professional designation from Fiduciary360.

Brian was born in Plymouth, Wisconsin. Brian and his wife, Lora, married in 1990. They have two girls: Dannielle and Briaunna. As a family, they enjoy camping, volunteer work, reading, and bike riding. Watertown has been their home since 1990.

Professional Licenses:

  • FINRA Series 7, 8, 63, and 65 securities registrations
  • WI Life & Health Insurance Agent
  • WI Medicare Supplement Insurance Agent
  • WI Long-Term Care Insurance Agent