Jonathan D. Wylie,  CFP<sup>&reg;</sup> - Financial Advisor

Jonathan D. Wylie, CFP®

CLTC®

Sr. Wealth Advisor

BCU Wealth Advisors, LLC

1558 N Thompson Rd
Sun Prairie, WI 53590-6117
(414) 795-9122 CONNECT WITH Jonathan
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General

Jonathan Wylie is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at BCU Wealth Advisors, LLC in Sun Prairie, WI and the surrounding communities.

Financial Advisor Overview

Jon’s broad experience in retirement planning, investment management, tax planning, estate planning, and insurance enable him to help his clients pursue their financial goals. Jon values educating and empowering his clients to make informed decisions. He manages investments in over 20 states and often leverages video conferencing and electronic documents to make the client experience as seamless as possible. Jon is a CERTIFIED FINANCIAL PLANNER™ Professional, holds his Certification in Long-Term Care (CLTC) designation, and is an active member of the Financial Planning Association (FPA). He graduated from the University of Wisconsin Oshkosh with a bachelor’s degree in finance. As a husband and father, Jon spends much of his free time with his family. Jon also enjoys staying active, traveling, and investing time in his church and community. Contact: [email protected], 414-795-9122

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Insurance Licenses

  • Life insurance

Broker-Dealer Disclaimer

www.bcuwa.org

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Investment Management, Retirement

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Helpful Financial Planning Resources