Fiduciary

Serenity Wealth Management, Sean O'Connor MBA

Salem Lakes, Wisconsin

★ 5.0 (7 reviews)
Call (262) 382-3290 Visit website →

About

Serenity Wealth Management in Salem Lakes, Wisconsin provides financial planning and investment management services. The firm holds fiduciary status and its advisors include CFP credential holders. The business specializes in investment management and wealth management for clients served in English.

Specialties

Investment Management Wealth Management

Firm details

Languages
English
Hours
Sunday: Closed, Monday: 9AM-6PM, Tuesday: 8:30AM-5PM, Wednesday: 8:30AM-6PM, Thursday: 8:30AM-5PM, Friday: 8:30AM-5PM, Saturday: 9AM-1PM
SEC registered
No

Professional credentials

CFP

Certified Financial Planner

Comprehensive financial planning certification requiring extensive education, examination, experience, and ethical standards

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