Carrie Ticali, financial advisor Brookfield WI
96 score

Carrie Ticali

CRD Number: 4578157
Current Firm: Review Services Inc.

Carrie Ticali (CRD# 4578157) is an Investment Advisor Representative working at Review Services Inc. in Brookfield, WI and has over 12 years of experience in the finance industry. Carrie Ticali 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.

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Professional Designations
Company Name Location Dates Years
Review Services, Inc. Milwaukee, WI Jun 2015 - Current 1
Robert W. Baird & Company Inc. Milwaukee, WI Aug 2002 - May 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2004
Contact Info for Carrie A. Ticali
Phone Number: 262-784-9690
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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