Kelsey Wagner (CFP®)

Kelsey Wagner focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Retirement Planning & Distribution Rules
  • Unmarried Couples
  • Women's Financial Planning Issues

NAPFA Start Date

October 03, 2022

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This Office

W62N570 Washington Ave Cedarburg, WI 53012-1926 Phone: (262) 377-0484 Fax: (262) 375-9250