Bart N. Bailey
Striving to Make a Difference in the Financial Lives of Individuals, Families and Small Businesses.
- Role
- Wipfli Financial Advisors
- Location
- Superior, WI, US
- LinkedIn followers
- 500 followers
About Bart N. Bailey
The Purpose Driven Life The Little Book of Common Sense Investing
Experience
Present
Education
UMN Carlson School of Management
B.S.B., Finance & Risk Management Insurance
2007 — 2011
The American College of Financial Services
Chartered Financial Consultant
2012 — 2015
Certified Financial Planning Board of Standards
Certified Financial Planner (CFP®), Financial Services
2012 — 2016
The American College of Financial Services
Chartered Life Underwriter
2012 — 2014
Skills
- Life Insurance
- Long Term Care Insurance
- Finance
- Customer Service
- Portfolio Management
- Fixed Annuities
- Long-Term Care
- Retirement Planning
- Iras
- Series 63
- Retirement
- Strategic Financial Planning
- Disability Insurance
- Insurance
- Financial Planning
- Wealth Accumulation
- Investments
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