Our Associates

Wade Ullsperger

FSCP
10401 Innovation Drive, Suite 125
Wauwatosa, WI 53226

Wade Ullsperger prides himself on providing clients with objective and customized insurance and wealth management strategies to help fulfill their needs and accomplish their goals. Whether working with individuals, small businesses, or families, he is committed to equipping clients with the tools and resources they need to feel confident about their financial future. Strong relationships are at the core of his practice, and Wade consistently follows a fiduciary standard of always acting in his clients’ best interests.

Wade earned his Bachelor of Science degree in Business and Economics from the University of Wisconsin–Stevens Point, where he was also an active member of the university football team and named First Team All-Conference during his senior year*. With more than 20 years of experience in the financial services industry, Wade has continually invested in his professional growth. He earned the Financial Services Certified Professional (FSCP®) designation from The American College in 2015.

His career achievements include recognition as a Star Producer (2002)* and Most Valued New Associate (2003)* at New England Financial. He went on to qualify for the MetLife Top Producer Symposium (2009)**, the MetLife Leaders Conference (2011, 2013)**, and later the MassMutual Leaders Conference (2018, 2019)***. Wade was recognized as an IAFF MassMutual Advisor in 2023**** and most recently named a MassMutual Society 1851 Diamond Member in 2025*****.

Outside of work, Wade enjoys playing golf and tennis, staying active in physical fitness, and cheering on Wisconsin sports teams.

* New England Financial Star Producer and Most Valued New Associate are internal company awards based on sales performance. These recognitions are not indicative of future results.
** MetLife Top Producer Symposium and Leaders Conference are internal company awards based on prior calendar year production. These recognitions are not indicative of future results.
*** MassMutual Leaders Conference is an internal company award based on prior calendar year production. This recognition is not indicative of future results.
**** The IAFF MassMutual Advisor recognition is an internal acknowledgment and is not indicative of future results.
***** MassMutual Society 1851 is an internal recognition club based on prior calendar year production. This recognition is not indicative of future results.

Main areas of Focus
  • Wealth Management
  • Business Planning
  • Investment Strategies
  • Retirement Income Planning
Meridian Wealth + Retirement logo featuring layered circular shapes in green, yellow, gray, and blue, above the company name in gray text on a black background.
Meridian Wealth + Retirement
24+Years Experience
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Education

University of Wisconsin – Stevens Point
Business and Economics

Licenses

Series 6, Series 7, Series 63, Series 65, SIE

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