Jason Lettenberger, CFBS

Examiner
DISC Type : cs

Financial Services Professional at Lettenberger Financial Group

Milwaukee, Wisconsin, United States

Overview

Jason Lettenberger is a Financial Services Professional with his own firm, Lettenberger Financial Group. He focuses on creating tailored financial strategies for families and business owners, covering everything from insurance and investments to retirement and legacy planning. He holds an Associates Degree from Waukesha County Technical College and a CFBS designation.

Outside of work, Jason is a dedicated family man and community member. He volunteers monthly at a church soup kitchen with his family, coaches his twin boys little league team, and enjoys playing competitive sports.

He was recently recognized by Forbes as one of the Top Best-in-State Financial Security Professionals for 2025.

Personality Overview

Tough To Convince

Overcautious

Process Oriented

They tend to be clear about their needs and limitations and are unlikely to promise too much.  The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Topics They Care About

Holistic Financial Planning
Focuses on providing guidance on the full financial picture for individuals, families, and business owners, rather than just selling products.
Community Service
He and his family are actively involved in their community, regularly serving dinner at the Unity Lutheran Church's Soup Kitchen.
Youth Sports
Spends his spare time coaching his twin sons' little league team, showing a passion for mentoring young athletes.

Media Appearances

Jason has no verified media appearances

Work History

10-2018
Financial Services Professional at Lettenberger Financial Group
3-2014
Financial Services Professional at MassMutual Midwest
11-2003 - 1-2009
Account Executive at BWM Mortgage

Education

2001 - 2003
Associate's Degree from Waukesha County Technical College
Education details unavailable from Manitowoc, WI

More Information

Social Presence :

Prographics :

Exp : 16 Location : Milwaukee, Wisconsin, United States Job Level : N/A Designation : Financial Services Professional at Lettenberger Financial Group
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Insights For Selling To Jason

During A Call Or A Meeting

DO's

  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Spend time addressing concerns around risk and change, they will have them even if they don't express them

DONT's

  • Don't be very accepting if that is your natural style, stay firm
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jason is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Jason

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Jason move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Jason take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Jason

Personality Compatibility


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