Holly Mrstik, Financial Advisor located in Appleton, WI

Financial Advisor
Holly A Mrstik

CFP®, AAMS®
1835 E Edgewood Dr Suite 102, Appleton, WI 54913opens in a new window
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Focus Areas

  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • New Investors
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Traveling
  • Camping
  • Volleyball
  • Cooking

Team Members

  • Kim Korb
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(920) 939-6038

Fax

(888) 681-4873

Office Address

1835 E Edgewood Dr Suite 102
Appleton, WI 54913opens in a new window

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