Jim Collicott

Office Location

N16W23217 Stone Ridge Drive
Suite 100
Waukesha, WI 53188

Phone: (262) 717-0022
Fax: (262) 717-9579

Jim Collicott

CFS®, CRPC®

Director, Financial Planning

Milwaukee

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.
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