Josh Grotheer, Financial Advisor located in Madison, WI

Financial Advisor
Josh Grotheer

CFP®, AAMS®
950 John Nolen Dr, Suite 160, Madison, WI 53713opens in a new window
Accepting New Clients
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Focus Areas

  • Healthcare Professionals
  • Physicians
  • Teachers and Professors
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Outdoor Enthusiast
  • Traveling
  • Volunteering
  • Golfing

Team Members

  • Jodi Galante
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(608) 284-9075

Fax

(888) 664-4066

Office Address

950 John Nolen Dr
Suite 160
Madison, WI 53713opens in a new window

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