Jason Lettenberger, CFBS in

Jason Lettenberger, CFBS

Examiner · DISC type cs
Financial Services Professional at Lettenberger Financial Group
📍 Milwaukee, Wisconsin, United States

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.

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Experience
16 Years
Current Role
Financial Services Professional
Location
Milwaukee, Wisconsin, United States
Personality Overview

How Jason shows up

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.

Priorities

Topics Jason cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2001 - 2003
Associate's Degree
Waukesha County Technical College
Education details unavailable
Manitowoc, WI
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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