Wisconsin Financial Group, Inc. was founded with the mission of providing business executives and professionals with new and more effective methods for managing their personal and business financial resources.

Individuals and businesses were in need of an organization that was competent, comprehensive and competitive in all relevant markets. The logical answer was a streamlined approach offering real-world expertise, wide-ranging services and economic advantages to clients.

Our structure enables clients to see the acceptable elements of their planning implemented easily and without delay. This makes Wisconsin Financial Group, Inc. an excellent choice for anyone serious about personal or business financial management.

How We Began

Warren F. Coe Warren formed the agency in 1932, where he served as general agent until 1966. He pioneered the pension plan for use in closely held corporations in the 1940s. Shortly thereafter, he developed the concept known today as a "prototype" plan. He quickly became a nationally recognized leader in the pension and retirement plan business. Warren formed Warren F. Coe and Associates, a third-party administration agency specializing in the design and implementation of employee benefit plans. He played an active role in the organization until his death in 1983.

James H. Harwell James served as general agent from 1966 until 1980 and expanded the already growing business.

James G. Osborne Jim took over as general agent in 1976, and created Wisconsin Financial Group, Inc. This new venture broadened the range of services from a traditional life insurance company to include the many other varied services we offer today.  Jim retired as General Agent in February 2008.

Arthur P. Sanger Art is the current President and General Agent of Wisconsin Financial Group, Inc. Art has been in the financial services industry for over 30 years, and is former Executive Vice President of LEAP Systems, Inc.® Art’s mission for Wisconsin Financial Group, Inc. is to provide our clients with the ability to maximize and protect their wealth.  Art will pioneer this performance expectation with solid, up-to-date support and training for our agents.  Wisconsin Financial Group, Inc., under Art’s leadership and knowledge, will work to achieve sustainable growth for our clients and the Company.