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

Laura L. Wilcox, CFP®

MS,

Financial Planner

Financial Planning Center for Women

4810 S. 76th Street #205
Greenfield, WI 53220
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 Financial Planning Center for Women in Greenfield, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Other - Masters Degree in Personal Finance

Insurance Licenses

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

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Broker-Dealer Disclaimer

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Planning Center for Women s.c. are not affiliated. Fixed insurance services offered through Financial Planning Center for Women.

Financial Advisor's Specialties

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

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