Our team has the know-how and the heart to help you.
At Bellue & Associates, we put your needs ahead of ours. We document our processes and always act in your best interest as custodians of your money. Here, doing the right thing is the only way we do business.
We’re a product-agnostic, fee-based advisory firm. And because we’re independent advisers, we can help you build a financial portfolio that reflects whatever level of risk you’re comfortable with when you’re investing. We’re here for you to help navigate you through your financial journey.
Brady has been in the financial services industry since 1997, during which time he has experienced tremendous success building his practice. Brady attributes his success to lots of research, being proactive, continually learning and always being available to his clients.
Brady received his early investment experience in Chicago and New York City working with the CEOs of the world's largest investment firms before moving back to Wisconsin. Since moving back, Brady has successfully run his own financial planning business since 2000. During this time, Brady has proven himself as a leader in the industry nationwide and prides himself on staying on the forefront of financial trends and innovations. Brady has built a team that is integral to his success to make the client's experience with the firm seamless and interactive. He is a member of the Einstein Retirement Workshop network.
Outside of the office, Brady enjoys spending time with his family. He has been coaching softball and soccer for his daughters for many years, and finds it very rewarding. In recent years, he also has been President of the Southwest Softball Association and now is a member of the Southwest Boosters. Brady has raised tens of thousands of dollars to raise money for the Children's Hospital of Wisconsin.
Peter is a graduate of UW-Madison with an Economics degree. He is a Green Bay native, residing in Suamico with his wife, two sons and twin daughters. He spends a lot of time with his family, including coaching for his son's hockey team.
He began his career as a stock and options trader in the Chicago Mercantile Exchange, where he managed stock and option accounts. He worked for several years helping clients achieve their financial goals with Prudential Financial before joining the team of Bellue & Associates, Inc.
Steve Truog lives in Greenville with his wife, Katie, and one of their nine children. Katie and Steve have eight grandchildren, with one more on the way. Steve was a high school teacher and football coach for 15 years before entering the insurance industry 33 years ago. Steve received his training at New York Life and Prudential Financial where he spent 15 years hiring and training new agents around the state of Wisconsin. Steve provides a wealth of education and experience to Bellue & Associates, Inc.
Scott is a graduate of UW-Madison with degrees in Mathematics and Computer Science. He is a Green Bay native, residing in Suamico with his wife, Tami. He has a daughter, Alexis, with a master’s degree in Occupational Therapy from Concordia University, and a son Hunter, with a master’s degree in Tax Accountancy from UW-Madison. Scott enjoys coaching softball at a high level and is a member of the USA Softball/ASA Wisconsin Coaches Hall of Fame.
Scott has worked in the financial industry for over 30 years as a stock and options trader at the Chicago Mercantile Exchange. He has managed a magnitude of portfolios dealing with risk management and derivative strategies. He also has experience with commodities, currency and interest rate products, trading futures and options managing proprietary accounts for SMW Trading Co. in Chicago.
Steve has been in the financial industry since 1997 where he began his career with Ameriprise Financial. Steve enjoyed immediate success working with clients from across the country. When Steve began working with Bellue & Associates, Inc. he was looking for a company that allowed for complete independence. Steve is responsible for servicing clients and keeping the office running.
The position allows Steve to utilize his vast knowledge of the financial services industry and work with clients to make sure Bellue & Associates, Inc. continues to provide the highest levels of service to its clients. In his spare time, he enjoys spending time with his wife and two daughters.
Kendra Bellue performs the role of Marketing Manager with Bellue & Associates. She is in charge of communicating with existing clients and prospects through various medium including monthly newsletters, postcards, emails, and personal phone calls. In addition, Kendra has brought an efficiency and organization to the office to make sure that everything runs smoothly to ensure our clients get the best service possible.
Kendra and her husband Brady are raising 2 girls in Green Bay. Kendra is always volunteering at the girl's schools chairing different committees, creating yearbooks, helping with musicals, and chaperoning field trips or helping with anything that needs to get done. It is that get thing done attitude that has made her an invaluable part of the team at Bellue & Associates.
Christine Truttmann (Tina) is a financial advisor who has been in the financial services industry for more than 40 years. Tina joined Bellue & Associates, Inc. in 2020 after being a Trust Officer at Banc One and more recently as an Investment Advisor Representative at Biltmore Investment Management. Tina achieved her Certified Trust and Financial Management from the Institute of Certified Bankers in 1997, and also holds her Series 63 and Series 65 securities licenses. Tina enjoys the relationships she has developed with clients throughout the past 40 years and specializes in personal investments and trusts.
Tina is a native of Green Bay and received her education at the University of Wisconsin-LaCrosse. In her spare time, you will find Tina showing her American Quarter Horse across the country, which she has actively done for many years.
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716 Pine St, Green Bay, WI 54301
716 Pine St,
Green Bay, WI 54301
© 2023 Bellue & Associates, Inc.
Securities and Advisory Services offered through CreativeOne Securities, LLC Member FINRA/SIPC and an Investment Advisor.
Bellue & Associates, Inc. and CreativeOne Securities, LLC are not affiliated.
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Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov