Brion S. Collins,  CFP<sup>&reg;</sup> - Financial Advisor

Brion S. Collins, CFP®

CLU, ChFC

Wealthspire Advisors

709B Milwaukee St
Delafield, WI 53018-1519
(262) 326-6088

General

Brion Collins is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in Delafield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - Chartered Life Underwriter (CLU)

Insurance Licenses

  • Life insurance: AL, CA, CO, DC, FL, GA, IL, IN, ME, MN, NY, OH, TX, VA, WA, WI
  • Health/disability insurance: AL, CA, CO, DC, FL, GA, IL, IN, ME, MN, NY, OH, TX, VA, WA, WI
  • Fixed annuities: AL, CA, CO, DC, FL, GA, IL, IN, ME, MN, NY, OH, TX, VA, WA, WI
  • Variable annuities: AL, CA, CO, DC, FL, GA, IL, IN, ME, MN, NY, OH, TX, VA, WA, WI

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Special Needs, Women's Finances

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