CRD# 4902024
Wismed Financial, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
CRD# 5525772
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fiscal Fitness | Verona, WI | Dec 2006 - Current | 17 |
| Supreme Health & Fitness | Madison, WI | Aug 2006 - Current | 17 |
| Ymca | Madison, WI | Apr 2004 - Current | 20 |
| N/a | Verona, WI | Apr 2003 - Current | 21 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2006 |
- WI
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
WI
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