Rosemary  Barnes,  CFP<sup>&reg;</sup> - Financial Advisor

Rosemary Barnes, CFP®

Rosemary Barnes, CFP®

300 3rd St, Ste 308
Wausau, WI 54403
(715) 842-2703

General

Rosemary Barnes is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Rosemary Barnes, CFP® in Wausau, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Other - CDP, CDFA

Insurance Licenses

  • Life insurance: OH,MO,IN
  • Health/disability insurance: OH,MO,IN
  • Property/casualty: OH,MO,IN
  • Fixed annuities: OH,MO,IN
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Estate Planning, Investment Management, Employee Benefits, Insurance, Retirement, Stocks & Bonds, Long-term Care

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Helpful Financial Planning Resources