Patrick Brault, CPA
La Crosse, Wisconsin, 54602
Member Since 2004
Our philosophy is to help all clients understand their most important financial concerns and goals, then implement the right solutions. We are a fee-only firm that provides investment advisory & comprehensive financial planning services, to individuals, families, institutions & retirement plans. Our goals are to look out for our client\'s interests because we do not sell a product we are a true advocate for our clients. By providing excellent client service we show our genuine interest in our client\'s financial success.
My Location
Background Information
Years of Financial Experience
- 25
Education
- St. Norbert College (BBA)
Certifications and Designations
- CPA
Association Memberships
- AICPA
Methods of Compensation
- Financial Planning: Hourly fee, Fixed fee
- Investment Services: Asset-based fee, Hourly fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Primary Custodian(s)
- Charles Schwab Institutional
Types of Financial Reports
- Performance Report (Monthly)
- Market Environment Report (Quarterly)
- Custodial Report (Monthly)
- Newsletter (Quarterly)
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them annually
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 109972
- Securities Registrations: Series 65
- Insurance Licenses: None
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Registered or licensed to provide financial advice, services, and products
- Minnesota
- Wisconsin
Planning Services
- Financial Planning, College Funding, Charitable, Hourly, Current Review
Investment Services
- Strategy Development, Written investment policy, Asset allocation, Re-Balancing, Active Managers, Passive Managers, Risk Management, Performance Reporting, Tax Efficient Strategies, Review Current Portfolios
Investment Products
- None
Visit Website - http://www.wipflihewins.com
