You Financial Group, LLC. 

CONNECT

Address:

6320 Monona Drive, Suite 406
Monona, WI 53716

Phone:

608-345-5355

Fax/Other:

608-237-2181

Brian Koch

Founder - Managing Director

Phone: (608) 345-5355

Fax:     (608) 237-2181

Email: brian.koch@lpl.com

 

Brian Koch (pronounced “cook”) is the founder and managing director of You Financial Group, LLC, and has worked extensively in the field of financial management since 1999. 

Brian started his financial services career with American Express Financial Advisors, which eventually became Ameriprise Financial Services.  Wanting to better serve his clients, he formed You Financial in 2014 and affiliated with LPL Financial where he holds series 7 and 63 registrations.

Brian understands farming families because he grew up on a family farm, where he still helps in his spare time.  After graduating from UW-Madison he worked in production management in the meat industry.  This background helps him understand the unique challenges that many families struggle with.

Brian's clients come from a variety of different backgrounds and locations, but they all have one thing in common:  a desire to make smarter, better financial decisions that pursue financial independence across generations.

Brian is a life member of the Wisconsin Ag and Life Sciences Alumni Association, and a leader in the Madison Chapter of Ducks Unlimited.  He is an active member of the Madison Downtown Rotary Club, and serves in Ezra Church. 

Brian is married and has five children.  His hobbies include spending time with his family, helping on the family farm, fishing, hunting, reading and Badger sports.