Welcome to the FPA of Wisconsin Chapter!
YOUR PARTNER IN PLANNING™

As a CERTIFIED FINANCIAL PLANNERΤΜ or Financial Services professional, FPA-WI is your partner in planning by helping you realize your vision of success with practice support, learning, advocacy, and networking 

  • P - Practice Support - FPA-WI empowers your business and career with the expert insights and essential tools they need.

  • L - Learning - FPA-WI provides you with relevant and accessible educational content.

  • A - Advocacy - FPA-WI helps members be an advocate for financial planning.

  • N - Networking - FPA-WI provides you unmatched networking with a vibrant community of planners.

Click here to view our Upcoming Events!

FPA-WI Partnership Program 2026

 The Financial Planning Association of Wisconsin is accepting Partners for 2026. Partners are the key to a financially robust chapter and we need you, our members, to identify good prospective chapter Partners.  Partners help to lead FPA's message of building the community of financial planning profession, with their commitment to the association, its mission and its members. The chapter's Partner program involves four different partnership categories that vary in cost and benefits to the partner. You can learn more about this exciting program from the 2026 FPA-WI Partner Program.  For more info contact us at [email protected].  

Symposium & Sponsorship Opportunities

In addition, symposium and sponsorship opportunities are also available if you would prefer not to be an annual partner. Learn more - click here!

The Financial Planning Association of Wisconsin extends its heartfelt gratitude to all our 2025 Partners. Your dedication and support strengthen FPA’s mission of fostering a vibrant financial planning community and advancing the profession. We deeply value your commitment to our association, its purpose, and its members.

 

Thank You to Our 2025 Partners

Please support our Partners whenever you can. They provide invaluable support to FPA of Wisconsin, and they offer great products and services to you and your business. They have a special interest in financial planning and can assist you in your success!

GOLD PARTNERS
SILVER PARTNERS
American Funds
Brookfield Oaktree Wealth Solutions
CION Investments
Cliffwater
CPS Horizon
CTAccess
Edvest 529
Investors Associated
Luminate Bank
Nationwide Advisory Solutions
Natixis Investment Managers
Vesta Senior Network
Vizance
BRONZE PARTNERS
Artisan Partners
von Briesen & Roper, s.c.

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