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THE DISTRIBUTORS: BROKER-DEALERS & RIAs

NAPA FIRM PARTNERS

WIPFLI FINANCIAL ADVISORS, LLC MILWAUKEE, WI • WIPFLIFINANCIAL.COM

KEY CONTACTS

Erika Young • 608.661.2686 • eyoung ip ifinancial.com Linda Coffey • 847.348.6531 • lco ey ip ifinancial.com TJ Larson • 608.270.2977 • tlarson ip ifinancial.com Chris Riba • 651.766.2888 • chris.riba ip i.com

FIRM PROFILE

t Wip i inancial dvisors, e see things di erently. Whether helping clients navigate their financial uture, prepare or li e a ter their business or planning or retirement, e e amine our clients’ entire financial picture and possess the broad e perience necessary to provide custom solutions to the comple ities they ace. s fiduciaries, and in orking ith our a filiate, Wip i , e re committed to supporting businesses and plan participants in developing retirement and employee benefit plans that are competitive, compliant and cost e ficient. Instead o a one si e fits all strategy, e’re equipped to integrate financial, ta and investment needs into a cohesive plan designed or long term success.

PRIMARY MARKET(S) SERVED

Micro

$1 million • mall $1 $10 million • Mid $10 $100 million

OPTIONS AVAILABLE

• articipant dvice articipant ervices • llo s iduciary Declaration 21 • Custom isk ased Target Date Models • lan ponsor iduciary Training

HOME OFFICE EMPLOYEES SUPPORTING THE BUSINESS

41

3RD PARTY CLEARING BD

96 NAPA BLACK BOOK

BB_WIN18_74-101_BrokersRIAs.indd 96

2018

12/4/18 8:32 AM

Profile for American Retirement Association

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.

2018 NAPA Black Book  

The retirement plan advisor’s definitive resource guide.