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Jim Collicott

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.


Certified Fund Specialist®

Chartered Retirement Planning Counselor™


Bachelor of Business Administration, University of Wisconsin

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Visit one of our Locations


N16W23217 Stone Ridge Drive
Suite 100
Waukesha, WI 53188

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Milwaukee - Appleton (Appt Only)

4650 W. Spencer Street

Appleton, WI 54913

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Milwaukee - Glendale (Appt Only)

5215 N. Ironwood Rd

Glendale, WI 53217

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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 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 insight as well as our client service associates who can provide you with additional resources and support.

Financial Planning Retirement Planning Investment Management Tax Planning Insurance Guidance Estate Planning