Laura L. Wilcox,  CFP<sup>&reg;</sup> - Financial Advisor

Laura L. Wilcox, CFP®

MS

Financial Planner

Wilcox Financial Advisors, s.c.

250 N. Sunny Slope Rd.,, Ste 200-3
Brookfield, WI 53005
FINANCIAL ADVISOR'S WEBSITE
(414) 529-5599

General

Laura Wilcox is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wilcox Financial Advisors, s.c. in Brookfield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Masters Degree in Personal Finance

Insurance Licenses

  • Life insurance: Wisconsin
  • Fixed annuities: Wisconsin
  • Variable annuities: Wisconsin

Financial Advisor's Specialties

Comprehensive Financial Planning, Investment Management, Life Planning, Nontraditional Households, Special Needs, Women's Finances

More

Helpful Financial Planning Resources