Announcements

05/25/08 Announcement

Congratulations to Bill Kenton and Ken Stuckert as they both have successfully passed the Certified Financial Planning Exam on March 28-29, 2008.

06/01/08 Announcement

Our office has just attended the National Education Conference provided by Royal Alliance in Dallas, Texas.

 07/15/08 Announcement

Contact: Kenneth R. Stuckert, CFP®
Phone: (262) 522-8200 x214
 
CERTIFIED FINANCIAL PLANNER COMPLETION. 
For Immediate Release
 
Waukesha, WI, July 15th, 2008 – kENNETH r. sTUCKERT, CFP®, Financial Planner at Financial Solutions LLC., Royal Alliance Associates in Waukesha, WI has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the certification marks CFP®, Certified Financial Planner™ and CFP (with flame design)® in accordance with CFP Board certification and renewal requirements. Mr. Stuckert has worked at Financial Solutions since 2002 and is responsible for personal financial planning services.
 
These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning. CFP® certificants also agree to meet ongoing continuing education requirements and to uphold the CFP Board’s Code of Ethics and Professional Responsibility and Financial Planning Practice Standards.
 
CFP Board, a nonprofit regulatory organization, fosters professional standards in personal financial planning so that the public values, has access to and benefits from competent and ethical financial planning. CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. CFP Board currently authorizes more than 55,000 individuals to use these marks in the United States. For more about CFP Board, visit www.CFP.net.