Jim Collicott

Office Location

4650 W. Spencer St.
Appleton, WI 54913

Phone: (262) 717-0022

Jim Collicott

CFS®, CRPC®

Director, Financial Planning

Appleton (Appointment Only)

About Financial Advisor Jim Collicott

Jim Collicott has been selected as a SmartVestor Pro because of his commitment to helping individuals achieve their long-term investing goals.

Dave Ramsey SmartVestor
  • Joined Financial Engines in 2011. Began his career in the financial services industry in 1995.
  • Successfully completed the Series 7, 63, and 66 examination(s) administered by FINRA.
  • Earned the Certified Fund Specialist (CFS®) and Chartered Retirement Planning CounselorSM (CRPC®) certification(s).
  • Bachelor's degree in Finance from the University of Wisconsin - Milwaukee.
  • Volunteer Coordinator for the New Berlin Athletic Association.
  • Has two children: Trevor and Matthew. Jim enjoys coaching youth sports, running, fishing, and participating in sports.
SmartVestor is an advertising service for investing professionals. Advertising fees are not connected to any fees, portfolio, service, product, or other service rendered by a Financial Engines Advisor. SmartVestor is not an affiliate of Financial Engines Advisors L.L.C.
Contact Jim
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  • Request an Appointment






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