Emily Perschbacher (CRD# 7261317) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has 1 year of experience in the finance industry.
CRD# 170
Mutual Of Omaha Investor Services, Inc.
CRD# 6289332
Annex Wealth Management, LLC
CRD# 6834039
Francis LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealthspire Advisors | Delafield, WI | Apr 2022 - Current | 2 |
| Ameriprise Financial | Brookfield, WI | May 2021 - Mar 2022 | < 1 |
| University Of Wisconsin Whitewater | Whitewater, WI | Sep 2018 - May 2021 | 2 |
| Resilient Wealth Planning | Wauwatosa, WI | May 2020 - Nov 2020 | < 1 |
| Middle School/high School | Colgate, WI | Jan 2012 - Jun 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- WI
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Total Assets Under Management18,872MILLIONS
-
Total Number of Accounts7,156ACCOUNTS
-
Average Account Value$2,637,281
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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