Sharon Wilsmann has over 23 years in the investment industry.
Integrity is the cornerstone of Sharon’s approach to financial planning. She seeks to put clients first. That approach begins at your first meeting, where she will get to know you, your investment goals and preferences.
She holds FINRA Series 6, 7 and 63 Securities registrations with LPL Financial, and holds Wisconsin Life and Health Insurance Licenses.
Sharon looks forward to helping you clarify your financial picture, sort through the complexity of choices, and make strategic, well-planned decisions regarding your wealth and your future.