Julie L. Baertschi
Bmo Harris Financial Advisors, Inc
Financial Planner in Madison, WI
Address:401 N Segoe Rd
Madison, WI 53705
About Julie L. Baertschi
Julie Baertschi is a financial professional at Bmo Harris Financial Advisors, Inc located in Madison, Wisconsin. Julie Baertschi holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Julie Baertschi provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Julie Baertschi401 N Segoe Rd
Madison, WI 53705
Phone Number:
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Website:
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