Apr 5

NexGen Event

Leveraging LinkedIn: Build Your Business & Your Brand

Apr 11

Members Meeting

Humor for the Health of It - Join FPA WI as we welcome Joel Wientraub.

REGISTER NOW

Apr 19

What To Do When A Client is on the Path to Divorce

Join us for Collaborative Learning hosted by FPA WI, NAIFA SE, SFSP

May 10

Pints 'n' Planning Event - May 10, 2017

Join other FPA members for food, fun and networking!

Jun 13

Member Meeting

Mark your calendar now and watch for details for the June Member Meeting

Jul 19

Collaborative Learning - July 19, 2017

Join us for Collaborative Learning hosted by FPA WI, NAIFA SE, SFSP

Aug 9

Pints 'n' Planning Event - August 9, 2017

Join other FPA members for fun and networking!

Sep 7

New Member Breakfast - September 7, 2017

Join FPA of Wisconsin leaders for breakfast and learn how to get the most from your membership!

Sep 12

Member Meeting - September 12, 2017

Mark your calendar now and watch for details for the September Member Meeting

Oct 9

2017 Financial Planning Symposium

Mark your calendar now and watch for details about the Financial Planning Symposium on October 9 & 10, 2017.

Oct 19

Collaborative Learning - October 19, 2017

Join us for Collaborative Learning hosted by FPA WI, NAIFA SE, SFSP

Nov 8

Pints 'n' Planning Event - November 8, 2017

Join other FPA members for food, fun and networking!

Nov 29

New Member Breakfast - November 29, 2017

Join FPA of Wisconsin leaders for breakfast and learn how to get the most from your membership!

Welcome to the FPA of Wisconsin Chapter

For 2017, the theme and driving force behind all of our efforts as a Chapter is
"Leading the Way to Financial Health and Wellness."

Thank You to Our 2017 Partners
Please support our Partners whenever you can. They provide invaluable support to FPA of Wisconsin, and they offer great products and services to you and your business. They have a special interest in financial planning and can assist you in your success! They are:

Artisan Partners
American Funds
CareRight, Inc.
Charles Schwab Advisory Services
Fairway Independent Mortgage Corp.

Fiduciary Partners, Inc.  
Goldman, Sachs & Co.
Jefferson National Financial
Madison Investment Advisors
Prairie Financial Group
R&R Insurance
Sit Mutual Funds 
Vanguard Financial Advisor Services
von Briesen & Roper, s.c.

FPA-WI Partnership Program 2017
The Financial Planning Association of Wisconsin is accepting Partners for 2017. Partners are the key to a financially robust chapter and we need you, our members, to identify good prospective chapter Partners.  Partners help to lead FPA's message of building the community of financial planning profession, with their commitment to the association, its mission and its members. The chapter's Partner program involves four different partnership categories that vary in cost and benefits to the partner. You can learn more about this exciting program from the 2017 FPA-WI Partner Program.  For more info contact us at info@fpawi.org.  

Scholarships Available
The FPA-WI Scholarship Program provides financial assistance to students pursuing the Certified Financial PlannerTM certification. Click here for current details and application. 

Financial Planning Process 
Here, you can learn about the financial planning process and why the FPA supports the CERTIFIED FINANCIAL PLANNER® certificant as the professional most qualified to guide you through this process.  

Financial Professionals
Discover how membership in the FPA and affiliation with the FPA of Wisconsin can enhance your professional life, whether you're a financial planner, accountant, attorney, personal banker, insurance agent, or other financial professional.  The FPA is a BIG TENT and we want you under it!

Current Members
Get Involved!
Your chapter needs YOU to be an active part of our efforts to promote financial planning and ensure professional excellence. We have a variety of dynamic committees in which you can expand your network and hone your skills.  We're a growing and vital organization and always in need of ideas and energy from those who want to contribute to their profession.  Check out our Committee Descriptions and then volunteer! 

Looking for quality professional continuing education?  We've got it!  Our local education programs and annual symposium provide cutting-edge CE opportunities right in your own backyard.  Combine that with FPA's national conference agenda, and you'll find that FPA membership allows you to keep your professional skills finely honed!

 

 

Thanks to our GOLD Partners

Vision Statement

The primary source for financial planning services in Wisconsin are the ethical, educated and competent members of the Financial Planning Association of Wisconsin.

Mission Statement

The Financial Planning Association of Wisconsin exists to promote the financial planning process and advance the financial planning profession.

   

WELCOME NEW MEMBERS

Erin Burke -
    SVA Plumb Wealth Management
Jeremy Keil, CFP® - 
    Thrivent Financial
Patrick Modjeski -
    VantagePointe Financial Group
Bryan Schumacher, CFP® -
    SVA Plumb Wealth Management
Lisa Spadoni, CFP® -
    Ameriprise Financial