Jim

Collicott

CFS®, CRPC™

picture of a planner

Here to act in your best interests

About me

I started my financial planning career in 1995. I dedicate my depth of knowledge to helping every one of my clients reach their unique goals, whether their future needs include investing, estate planning, retirement, or all of the above. Spending my free time running and hiking gives me the extra energy I need to cheer on my Wisconsin Badgers.

Certifications

Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Education

Bachelor of Business Administration, Finance - University of Wisconsin

Visit one of our Locations

Milwaukee

N16W23217 Stone Ridge Drive

Suite 100

Waukesha, WI 53188

Milwaukee - Appleton (Appt Only)

4650 W. Spencer Street

Appleton, WI 54913

Milwaukee - Glendale (Appt Only)

5215 N. Ironwood Rd

Glendale, WI 53217

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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