Wipfli Financial Advisors
11 Scott Street, Suite 400
Wausau, WI 54403
Training: The Seven Stages of Money Maturity® Training Graduate more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
About My Practice
Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest.
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