ReAnn Holmes, Financial Advisor located in Franklin, WI

Financial Advisor
ReAnn Holmes

CFP®, AAMS®
5600 W Rawson Ave Suite 102, Franklin, WI 53132opens in a new window
Referrals Only
Serving clients with $500,000
CallSend Me a Message

Focus Areas

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

Financial Advisor 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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