About Us - Wallstreet Group

About

History

Wallstreet Financial Group, Inc. was formed in 1987 by Lee Wilbers and Bob Linville. At its inception, Wallstreet focused primarily on financial and investment guidance and products. In 1990, Randy Lueckenotte and Ron Kappelman joined Wallstreet, acting as active partners in the agency. Their addition included a merger of diversified clients and services. Shortly thereafter, Wallstreet expanded its business competencies to include a focus on group benefit plans, including health and ancillary insurance coverage, as well as 401K and other group retirement plans. Wallstreet quickly became one of the fastest growing insurance and financial services agencies in Mid-Missouri. It wasn’t long before the agency established business relationships in every corner of the state, with some clients demanding a multi-state servicing capability.

Specializing in property and casualty insurance offerings, The Nelson Vincent Agency merged with Wallstreet in 1996, to complete the insurance coverage opportunities afforded to Wallstreet’s patrons.

In 1999, Wallstreet encountered a devastating tragedy, when a local plane crash took the lives of four dear friends and colleagues. Ron Kappelman, Bob Linville, Judy Massman and Summer Schulte all perished in the 1999 crash and are greatly missed today.

The loss of these members left a great void and created a new challenge for the agency to overcome, but overcome, Wallstreet would. Wallstreet has continued to grow, both in clients and in team members. Today, Wallstreet continues to deliver objective financial and insurance advice matched with unparalleled customer service. Our agency is comprised of a team of proven professionals practicing in a multitude of specialty insurance and financial service fields.

Much larger and further reaching than in 1987, Wallstreet Group still makes a great effort to stay connected to the needs of local charities and organizations that rely on the support and monetary donations of businesses like Wallstreet Group. We are proud to belong to a community which embraces its local businesses and equally proud to be so fortunate as to be able to give back to our community and the organizations which make so much possible for those less privileged.

Mission

The Mission of Wallstreet Group:

  1. Provide the best possible insurance and financial products and solutions at the most affordable price so as to meet our client’s continuing needs.
  2. To deliver unsurpassed service to achieve 100 percent client satisfaction in order to keep our clients – our clients.

Our Structure:

Wallstreet Group is comprised of three separate entities, all of which are housed in the same location, working as a team to provide our clients with a complete array of insurance and financial service solutions.

Wallstreet Group:
The parent company and marketing name for our agency, Wallstreet Group also functions as the service, brokerage, and advisory division for our group benefit clients. Today, employer sponsored group health and welfare plans makes up the largest division of Wallstreet, both in clients served and employees dedicated to that service. Individual life and health clients are also serviced by specialist within this division of Wallstreet.

Wallstreet Financial Group*:
The original foundation of Wallstreet’s purpose and competency, Wallstreet Financial Group provides financial advice and service to our family and individual clients as well as employer sponsored retirement plans.  Clients utilizing the services of our finanical team will find objective guidance and advice in navigating today’s financial markets.  Our team of advisors offers independent financial and insurance based solutions to help clients meet their finanical goals and objectives.

Wallstreet Insurance Agency:
Originally the Nelson Vincent Agency, specializing in property and casualty insurance, Wallstreet Insurance Agency was merged under the Wallstreet umbrella of companies to complete the spectrum of insurance solutions available to our clients. Our property and casualty team is comprised of independent agents who represent numerous carriers, insuring each client is provided with the best coverage at the most affordable price. A service team specifically focused on the needs of our property and casualty clients is also housed within this division of Wallstreet.

Where we are

Wallstreet Group
1530 Rax Court
Jefferson City, MO 65109
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MEDICARE PLANS and PRICING Options
Individual Health and Medicare through ANTHEM
Individual Health Plans, Dental, Vision and Life through UnitedHealthcare®
Travel Medical Insurance through IMG
Medicare Products through UnitedHealthcare®
Dental Insurance through AMERITAS

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