Fred Lewis, CLU, ChFC, LUTCF, is an outstanding professional in the Financial Services Industry with over 30 years experience in Insurance and Securities as a Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Life Underwriter Training Council Fellow (LUTCF), holding an Intermediary Insurance License in numerous states. Over the years Fred has helped hundreds of clients achieve their financial goals. As a sought after speaker, he has spoken at numerous financial services industry events, local service organizations and seminars. Additionally, he has been featured on television and numerous radio programs as an expert financial advisor.
He completed his undergraduate work through the Wisconsin University System; finishing up at the American College, Bryn Mawr, PA. He attained life and qualifying membership status in the Million Dollar Round Table and was a member of the prestigious Court of the Table. He is a current member in good standing of the Society of Financial Services Professionals and also currently serves on the board of the local branch of the National Association of Insurance and Financial Advisors (NAIFA). He received the Distinguished Service Award from both his local branch of NAIFA and from one of his primary insurance companies. He is active in his church, family, community, and profession having served as a member and officer on many organizations, boards and committees.
Fred is a U.S. Army Vietnam veteran and lives in Wisconsin with his wife of over forty years, Jan, their three children, and two grandchildren. His pastimes include: family activities, Bible study, traveling, reading, writing, speaking, oldies music, and muscle cars.