ReAnn Holmes, Financial Advisor

FINANCIAL ADVISOR
ReAnn Holmes

CFP®, AAMS™
5600 W Rawson Ave Suite 102, Franklin, WI 53132opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • College Savings
  • Insurance & Annuities
  • Wealth Strategies
  • Estate & Legacy Strategies

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Spending Time with Family
  • Scrapbooking
  • Genealogy
  • Reading
  • Traveling

Team Members

  • Sarah Bucek
    Registered Branch Associate

Send Me a Message

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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 - 04:00PM
Sat Closed
Sun Closed

Phone

(414) 525-9650

Fax

(866) 462-2678

Office Address

5600 W Rawson Ave Suite 102
Franklin, WI 53132opens in a new window

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