OUR PARTNERS 
  

ATTENTION FPA-SW MEMBERS

Know an organization that would be a great chapter partner?  You can help them establish a valuable partnership relationship with FPA-SW and help your Chapter at the same time!  To learn more about our partnership program, follow the links below for General Information, which includes demographic information about our Chapter, and the Benefits-At-A-Glance document. If you know of a company that would make a great Partner, send the company name and contact information to ddewey@waukeshabank.com or call FPA-SW at 414/358-9260 for more information. Let us know if we may use your name in making a contact. We are curently confirming 2010 Partners -- this is a great opportunity to build relationships with FPA of Southern Wisconsin members.

FPA-SW Partner Benefits at a Glance

FPA-SW Partnership General Information

MEET OUR 2010 PARTNERS

    

GOLD PARTNERS

Aaron Gholston

Bryant & Stratton College

Wauwatosa Campus

10950 W. Potter Rd.

Wauwatosa, WI 53226

Phone:  414-302-7007 Ext. 519


Michael Matarazzo, SVP Mid West

One Newton Place

275 Washington Street Ste 310

Newton, MA 02458

Phone:  877-437-9363
Fax:       617-399-8898
Cell:      312-933-5452


 

Alan Blake, CFP Vice President

Fiduciary Partners

3913 W Prospect Ave

Suite 201

Appleton, WI 54914-8797

Phone:    920-380-9960

Toll Free: 866-380-9969

Mobile:    920-213-2428

Fax:        920-380-9961


Cory Riedberger

Invesco PowerShares

301 W. Roosevelt Rd

Wheaton, IL  60187
Mobile:  630-254-8812


David Gillette, Business Development Consultant

Morningstar Inc.

22 W. Washington Street

Chicago, IL 60602

Phone:  920-857-3854

Mobile:  920-202-4363
Fax:      312-244-8137


Mark Zellmer, President

David P. Becker CFA, Chief Investment Officer

Northern Oak Capital Management

250 E. Wisconsin Ave

Suite 1200

Milwaukee, WI 53202

Phone:    414-223-1079

Toll Free: 888-283-1884

Fax:        414-278-1294


 

 

 

 

 

 

 

SILVER PARTNERS

 

 

Mark Scheffler, Senior Portfolio Mgr.

David Wild

Appleton Group PLUS Fund
100 West Lawrence Street

Third Floor
Appleton, WI 54911
Phone:
  866-993-7727


 

 

 

Laura Bond

Senior Trade Show Specialist

Charles Schwab

4150 Kinross Lakes Parkway

Richfield, OH 44286

Phone: 330-908-4146

Fax: 330-908-4409



 

 

Scott Hirschfeld

CT Access
740 Pilgrim Parkway
Elm Grove, WI 53122
Phone: 262-789-8210

 

 

 

Michael Best & Friedrich LLP
100 East Wisconsin Avenue
Suite 3300
Milwaukee, WI 53202-4108
Phone: 414-271-6560
Fax:     414-277-0656
   
 

J. Bernard Fiedler, CTFA CFP®

Waukesha State Bank

Wealth Management Services-

Alliance Division

100 Bank Street
P.O. Box 648
Waukesha, WI  53187-0648
Phone:  262-522-7400
Fax:     262-522-7410