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

Laura L. Wilcox, CFP®

MS,

Financial Planner

Financial Planning Center for Women

5711 Broad St
Greendale, WI 53129-2403
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 Greendale, WI and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • 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

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Financial Planning Center for Women are not affiliated.

Financial Advisor's Specialties

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

More

Helpful Financial Planning Resources