Emily
Perschbacher
Wealthspire Advisors
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About this Advisor
Emily Perschbacher is a financial advisor based in Delafield, Wisconsin, working with Wealthspire Advisors. Emily has previously held positions at Wealthspire Advisors, Ameriprise Financial, University Of Wisconsin Whitewater, Resilient Wealth Planning, and Middle School/High School. Emily has passed the Series 65 regulatory exam and is registered to provide services in Wisconsin. Currently, Emily is part of Wealthspire Advisors, which operates out of Delafield, Wisconsin. The firm has 18 offices and 259 employees. The firm manages assets totaling $18.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Wealthspire Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealthspire Advisors Brokerage Details
$18,872,379,313
259
7,156
$2,637,281
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Emily Perschbacher Work History
Wealthspire Advisors
Ameriprise Financial
Resilient Wealth Planning
University Of Wisconsin Whitewater
Middle School/High School
Disclosures
Please visit the SEC profile of Emily Perschbacher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealthspire Advisors
Reston, VA
New York, NY
New York, NY
Potomac, MD
Potomac, MD
Delafield, WI
Salisbury, MD
New York, NY
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