Jim Collicott, CFS®
Director, Financial Planning at Edelman Financial Engines | Pewaukee, Wisconsin, United States
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Director, Financial Planning at Edelman Financial Engines in July 2011 to Present
Investment Advisor / Program Manager at SII Investments, Inc / BancMutual Financial & Insurance Services, Inc. in December 2007 to June 2011
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University of Wisconsin-Milwaukee, BBA
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Asset Allocation
Mutual Funds
Wealth Management
Retirement Planning
Investment Advisory
Investments
Portfolio Management
Risk Management
401k
Alternative Investments
Securities
Series 7
Equities
Banking
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Discover more about Edelman Financial EnginesWhat is Jim Collicott, CFS® email address?
Email Jim Collicott, CFS® at [email protected]. This email is the most updated Jim Collicott, CFS®'s email found in 2026.
How to contact Jim Collicott, CFS®?
To contact Jim Collicott, CFS® send an email to [email protected].
What company does Jim Collicott, CFS® work for?
Jim Collicott, CFS® works for Edelman Financial Engines
What is Jim Collicott, CFS®'s role at Edelman Financial Engines?
Jim Collicott, CFS® is Director, Financial Planning
What is Jim Collicott, CFS®'s Phone Number?
Jim Collicott, CFS®'s phone (414) ***-*216
What industry does Jim Collicott, CFS® work in?
Jim Collicott, CFS® works in the Investment Management industry.
Jim Collicott, CFS® Email Addresses
Jim Collicott, CFS® Phone Numbers
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