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Last time updated: 11/14/25, 10:41 PM
About
I started my financial planning career in 1995. I dedicate my depth of knowledge to helping every one of my clients reach their unique goals, whether their future needs include investing, estate planning, retirement, or all of the above. Spending my free time running and hiking gives me the extra energy I need to cheer on my Wisconsin Badgers. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
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Frequently Asked Questions
Which days is Jim Collicott open?
Open on Monday, Tuesday, Wednesday, Thursday, Friday.
What are Jim Collicott main services?
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management.
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