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Julie L. Baertschi

Bmo Harris Financial Advisors, Inc

Financial Planner in Madison, WI

Address:
401 N Segoe Rd
Madison, WI 53705
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About Julie L. Baertschi

Julie Baertschi is a financial professional at Bmo Harris Financial Advisors, Inc located in Madison, Wisconsin. Julie Baertschi holds an industry securities registration subject to FINRA oversight having passed securities examinations including S24, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

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Languages

Julie Baertschi provides services to clients in the following language(s):

  • English

Specialties and Skills:

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  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

Julie Baertschi
401 N Segoe Rd
Madison, WI 53705

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