Jim Collicott
CFS®, CRPC™
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 Counselorâ„¢
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)
47 Park Place
Appleton, WI 54914
Milwaukee - Glendale (Appt Only)
5215 N. Ironwood Rd
Glendale, WI 53217
Working with Us
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Certain services provided on an educational and guidance basis only.
