Martha J. Wilcoxson,  CFP<sup>&reg;</sup> - Financial Advisor

Martha J. Wilcoxson, CFP®

®

Registered Investment Advisor

Commonwealth Financial Network

601 Court St
Pueblo, CO 81003
FINANCIAL ADVISOR'S WEBSITE
(719) 545-6499

General

Martha Wilcoxson is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Commonwealth Financial Network in Pueblo, CO and the surrounding communities.

Financial Advisor Experience

Planner for Bank Trust Company since 2000 Workplace Mediation

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Registered Investment Advisor Doctorate Education

Insurance Licenses

  • Life insurance: Colorado
  • Health/disability insurance: Colorado

Broker-Dealer Affiliation

Commonwealth Financial Network

Broker-Dealer Disclaimer

This communication strictly intended for individuals residing in the states of CO, DC, FL, IA, IL, KS, MD, OK, OR, PA, WA, WY. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Martha Jeanne Wilcoxson Registered Investment Advisor are separate and unrelated to Commonwealth

Financial Advisor's Specialties

Arbitration & Mediation, Comprehensive Financial Planning, Attending College, Banking, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Startup, Succession Planning, Long-term Care, Tangible Assets, Sudden Wealth, Women's Finances

More

Helpful Financial Planning Resources