Paul Brokenshire, ChSNC 

Founding Partner and Financial Planner  

Paul is a graduate of the University of Wisconsin-Milwaukee, where he received his Bachelor’s degree from the Lubar School of Business, double majoring in Finance and Economics. 

Prior to founding Meridian, Paul spent time as both a Financial Consultant and  Branch Manager at TD Ameritrade (formerly Scottrade) before working as a supervisory officer at Financial Solutions Group. In 2019, he decided to move back into practice as a Financial Planner with the current firm before helping found Meridian. 

Over the years, Paul’s practice has grown and developed as he specializes in working with dual income households, business owners, and the special needs community. He provides objective and customized insurance and investment strategies to help meet the financial needs of his clients. The client’s best interest is always at the forefront of his practice and consistently advocates for their needs. 

Paul’s passion to help others extends into the roles he serves in his community. He is a member of the University of Wisconsin-Milwaukee Alumni Association and a board member of the Lakeshore Child Advocacy Center. He and his wife, Jessica, are long-time volunteers for the Wisconsin Humane Society and advocates for the American Foundation for Suicide Prevention. In his free time, Paul likes to travel and spend as much time as he can with Jessica, his daughters, Evelyn and Eloise, his family and friends, and his dogs, Maribel and Patrick. 

Professional Achievements 

  • Scottrade Top 100

  • Scottrade Presidents Club

  • 2019-2022 MassMutual Rising Leader*

  • 2019, 2021 MassMutual Leaders Qualifier*

  • 2022, 2023 MassMutual Advisory Council – Advisor Experience and Wealth Management

  • 2022 Five Star Wealth Manager***

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    *Recognized by Massachusetts Mutual Life Insurance Company (MassMutual) based on prior calendar year sales. Recipients are agents of MassMutual.
    ***2022 Five Star Wealth Manager award was issued by Five Star Professional (FSP) on 6/1/2022 for the period covering 9/27/21-3/25/22. The award is based on 10 objective criteria. Eligibility criteria-required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review; 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria-considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not an endorsement or indicative of the future performance of the wealth manager. A fee was not paid for consideration however a fee is paid for marketing materials. For more information, visit www.fivestarprofessional.com.