Advisor at Fiduciary Financial Planning Network
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Fiduciary Financial Planning Network
Location
Onalaska, WI 54650
Credentials
Series 65
Industry experience
3 years
Based on Fiduciary Financial Planning Network
Based on Fiduciary Financial Planning Network
Fixed fees from $2,500 to $25,000 for financial plans
$0 - $500,000: 1.50% (up to 5.00% for a limited time) $500,001 - $1,000,000: 1.00% (up to 2.00%) $1,000,001+: 0.50% (up to 1.00%)
Ongoing financial planning fees negotiated from $250 to $25,000 monthly
Minimum fee: Minimum quarterly fee assessed if percentage fee calculated on billable assets is less than the minimum fee stated in the Financial & Investment Planning Agreement Fee-only: Fixed fees ranging from $2,500 to $25,000 for financial plans; ongoing financial planning fees negotiated from $250 to $25,000 monthly
1131 Main Street
Onalaska, WI 54650
Minnesota · Wisconsin
La Crosse Financial Planning
2022 - Present (4 years)
Unemployed
2021 - 2022 (1 year)
Viterbo University
2020 - 2021 (1 year)
Viterbo University
2017 - 2020 (3 years)
Somerby Golf Club
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
La Crosse, WI
Analytical Investment Services
Series 66
Chicago, IL
Schamberger, Greylak & Utterback Wealth Management, LLC
Series 66
La Crosse, WI
Schamberger, Greylak & Utterback Wealth Management, LLC
Series 63, Series 65
Onalaska, WI
Fiduciary Financial Planning Network
Series 66
La Crosse, WI
Schamberger, Greylak & Utterback Wealth Management, LLC
Series 66
La Crosse, WI
Schamberger, Greylak & Utterback Wealth Management, LLC
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