Allyson Eslinger (CRD# 7064225) is an Investment Advisor Representative working at Facet in Milwaukee, WI and has over 3 years of experience in the finance industry. Allyson Eslinger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6857150
Landaas & Company
CRD# 6289332
Annex Wealth Management, LLC
CRD# 5625693
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Facet Wealth, Inc. | Baltimore, MD | Oct 2022 - Current | 1 |
| Facet Wealth, Inc. | Baltimore, MD | Apr 2021 - Current | 3 |
| The Vanguard Group, Inc. | Charlotte, NC | Aug 2020 - Apr 2021 | < 1 |
| Bankers' Bank | Madison, WI | Jan 2019 - Jul 2020 | 1 |
| University Of Wisconsin - Madison | Madison, WI | Aug 2018 - May 2020 | 1 |
| University Of Wisconsin - Madison | Madison, WI | Aug 2017 - May 2020 | 2 |
| University Of Wisconsin - Madison | Madison, WI | Nov 2017 - May 2019 | 1 |
| University Of Wisconsin Colleges | Madison, WI | Jun 2018 - Sep 2018 | < 1 |
| Caribou Coffee | Madison, WI | Aug 2017 - Mar 2018 | < 1 |
| Caribou Coffee | Eau Claire, WI | Jun 2017 - Jul 2017 | < 1 |
| Caribou Coffee | Minneapolis, MN | Jan 2017 - May 2017 | < 1 |
| University Of Minnesota - Twin Cities | Minneapolis, MN | Aug 2016 - May 2017 | < 1 |
| Eau Claire Memorial High School | Eau Claire, WI | Sep 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2020 |
- TX
- WI
-
Total Assets Under Management2,545MILLIONS
-
Total Number of Accounts24,977ACCOUNTS
-
Average Account Value$101,880
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.