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Financial Fiduciaries is a fee-only, NAPFA registered investment advisory firm offering planning and investment services to individuals and mutual insurance companies throught the Wisconsin area.

http://www.financialfiduciariesllc.com/

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Financial Fiduciaries is a fee-only, NAPFA registered investment advisory firm offering planning and investment services to individuals and mutual insurance companies throught the Wisconsin area.
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Home | Financial Fiduciaries | financialfiduciariesllc.com Reviews

https://financialfiduciariesllc.com

Financial Fiduciaries is a fee-only, NAPFA registered investment advisory firm offering planning and investment services to individuals and mutual insurance companies throught the Wisconsin area.

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1

Our Team | Financial Fiduciaries, LLC

http://www.financialfiduciariesllc.com/our-team

Thomas W. Batterman, JD, CTFA. Phone: 715-848-8110 ext.302. Toll Free: 1-800-950-8110 ext.302. Prior to his employment in the financial industry in financial advocacy and trust positions, he worked at a private law practice in the Wausau area in the areas of estate planning, tax, retirement planning, corporate organizations and real estate. He is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School and has during his career held Series 7, 24 and 65 securities licenses.

2

Trustee Services | Financial Fiduciaries, LLC

http://www.financialfiduciariesllc.com/trustee-services

Focused On All Your Trust Needs. Perhaps you’ve set up a revocable trust to avoid probate and are serving as your own trustee. Vigil Trust can step in as your successor trustee and assume responsibility for the management of the trust upon your death or incapacitation. Vigil Trust can be named as guardian, conservator, trustee or personal representative/executor of your court -supervised probate matters. Setting up a Trust. Trust Maintenance during your lifetime. Ndash; involves periodic reviews, legal a...

3

Notices | Financial Fiduciaries, LLC

http://www.financialfiduciariesllc.com/disclosures

Financial Fiduciaries is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. Financial Fiduciaries is not engaged in the practice of law or accounting. Financial Fiduciaries does not maintain custody of client...

4

Mutual Insurance Companies | Financial Fiduciaries, LLC

http://www.financialfiduciariesllc.com/mutual-insurance-companies

Choosing the Right Partner. When choosing an outside resource to assist you with your company’s investment matters, you need a partner who understands your unique conditions and requirements. A multidisciplinary team with substantial legal, tax, accounting and investment experience. Comprehensive, integrated guidance, designed specifically to your company goals and requirements. Rigorous due diligence, monitoring, and results measurement. Time savings and efficiency for you and your staff. Sign Up for Ou...

5

Client Forms | Financial Fiduciaries, LLC

http://www.financialfiduciariesllc.com/client-forms

Form 1 - Individual Planning Questionnaire. Form 2 - Risk Profiling Questionnaire. Form 3 - Advisory Agreement. 612 Mutual Insurance Companies. Form 15 - Advisory Agreement. Form 16 - Privacy Policy. Authorized Signer Designation Form. Cash Management Election Form. Corporate Resolution for Sale of Stock Form. Information to Confirm Wire Initiator. Online User Profile Form. Stock Power Corporate Resolution Form. Wire Transfer Authorization Procedure. 611 Mutual Insurance Companies.

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LINKS TO THIS WEBSITE

wamic.org wamic.org

Associate Members « WAMIC » Wisconsin Association of Mutual Insurance Companies

http://www.wamic.org/index.php/associate-members

Committees & Members. Lisle, IL 60532. Acclaim Resource Partners, LLC. Bloomington, IL 61705. Agency Insurance Services U.S. Inc. 812 S Pike, Suite E. Bolivar, MO 65613. All States Ag Parts, Inc. Audubon, IA 50025. W3131 County Rd C. Sheboygan Falls, WI 53085. 200 N Adams St. Green Bay, WI 54307. Beaver Dam, WI 53916. Borgelt, Powell, Peterson & Frauen, S.C. 735 N Water St., #1500. Milwaukee, WI 53202. Building Envelope Consultants, Ltd. Waukesha, WI 53187. Carlson Highland & Co LLP. 301 Keller Ave S.

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Financial Counseling & Administration | John M. Smartt, Jr., CPA

http://johnsmarttcpa.com/links.html

John M. Smartt, Jr., CPA. Financial Counseling and Administration. Helpful links to investing-related Websites. Upon signup and 24 hour period, clients may see their TD Ameritrade account information online. The premier mutual fund and ETF information Website. The Vanguard Group Website. I am a member of NAPFA, the National Association of Personal Financial Advisors. Other financial planners around the country who also practice fee-only planning. Vigil Trust and Financial Advocacy and Financial Fiduciari...

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Financial Fiduciaries, LLC. What is the Fiduciary Duty of a Board of Directors? August 14, 2015. As a fee-only financial planner, it is widely understood that we have a fiduciary duty to our clients. But did you know that this duty extends far beyond the client relationship into other areas of our professional lives? What you should know about Brokered CD’s. August 14, 2015. One of the biggest advantages people note for purchasing a brokered CD is the fact that the rates are generally higher than bank CD...

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Skip to main content. Toll Free: (800) 950-8110. For a solid future. Manage the changing face of life. Your success is our only mission. Striving to Achieve and Preserve Financial Peace of Mind. Committed to managing your financial situation with the necessary time, attention and expertise required to help you achieve your goals, we strive to help free you up to focus on the things in life that are most important to you. We do not charge commissions on any products so you can be assured that our guid...

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