portrait of Katie Robbins
FINANCIAL ADVISOR

Katie Robbins

CFP®, AAMS™
2424 Monetary Blvd #204, Hudson, WI 54016opens in a new window
CallSend Me a Message

Focus Areas

  • Portfolio Reviews
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Military Professionals & Veterans
  • Employee Stock Options
  • New Investors

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Community Outreach
  • Traveling
  • Gardening
  • Painting
  • Crafts

Team Members

  • Amy Crabtree
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends

Phone

(715) 338-3060

Fax

(844) 764-9261

Office Address

2424 Monetary Blvd #204
Hudson, WI 54016opens in a new window

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