Junior Coleman, CLTC in

Junior Coleman, CLTC

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Financial Advisor at Guardian Life
📍 Middleton, Wisconsin, United States

Junior Coleman is the Founder of Helix Wealth and a Partner at WestPoint Financial Group. He focuses on building long-term client relationships to help them achieve financial freedom. He holds a Certified in Long-Term Care (CLTC) designation and has studied Business Administration at Madison Area Technical College.

Originally from Madison, Wisconsin, Junior enjoys spending his free time with his family, traveling, watching sports, and being on the water. His professional events have taken him to cities like New York, blending his work with his interest in travel.

Unique fact: Before his career in finance, Junior worked in the healthcare sector as a Health Technician for the Veteran Administration and as a Home Health Aide.

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Experience
12 Years
Current Role
Financial Advisor
Location
Middleton, Wisconsin, United States
Personality Overview

How Junior shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Junior cares about

Financial Wellness
He actively promotes financial wellness, hosting events to engage people in productive conversations around the topic.
Long-Term Care
As a holder of the Certified in Long-Term Care (CLTC) designation, this is a core area of his professional expertise.
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Career

Work history

2-2026
Financial Advisor
Guardian Life
7-2022 - 2-2026
Partner
WestPoint Financial Group
10-2017 - 6-2022
Financial Advisor
Northwestern Mutual
9-2015 - 10-2017
Health Technician
Veteran Administration
10-2013 - 10-2017
Home Health Aide
Heartland
In the press

Media appearances

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Education
2012 - 2016
Business Administration and Management
Madison Area Technical College
Education details unavailable
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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