Certified Financial Planners

The world of financial planning is populated with a variety of professionals, from registered financial planners to investment advisors and more. To get you started, here is a list, courtesy of the national Financial Planning Association (fpa.org), of certified financial planners in the Madison area who belong to their organization.

Terry Balding, Wisconsin Wealth Advisors, 837-9099

Ed Drake, Wipfli Hewins Investment Advisors, 270-2917

Dan Gibson, SVA Wealth Management, 826-2322

Louise Googins, Googins & Anton, Inc., 836-3229

Thomas Haunty, North Star Resource Group, 271-9100

Steve Kelley, RSM McGladrey, Inc., 829-5446

Gerald Klump, Suby, Von Haden & Associates, 831-8181

Frank Liston, Horizon Financial Strategies, 828-4313

John Litscher, The Capital Group at Lincoln Financial Advisors, 268-5100

Carol McNeill-Skorupan, Ameriprise Financial, 829-8209

Erik Mikkelson, RMR Financial Advisors, 663-7676

Eric Raether, Northwestern Mutual Wealth Management Company, 662-9018

Jennifer Ridley-Hanson, M&I Wealth Management, 232-2009

Gary Sawyer, Growthplus, 271-3048

John Scherer, Trinity Financial Planning, 829-1010

Jeff Supple, SB Financial Services, 828-2288

Gerald Tyson, AXA Advisors, 246-3056

Shannon Wegner, Wegner Asset Management, 441-9711

— Mary Erpenbach



 

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