Barry Fies

Barry Fies Work

Wealth Management Advisor, Founder and Partner

@ Heritage Planning Partners

Wealth Management Advisor

@ Northwestern Mutual

Financial Representative Intern

@ Northwestern Mutual

Barry Fies Education

2010 - 2013 ChFC, CLU

The American College
2005 - 2009 BBA in Marketing

University of Wisconsin-Milwaukee
2002 - 2004 University of Wisconsin-Oshkosh
1997 - 2001 Marquette University High School

Barry Fies Skills

Financial AnalysisFinanceMutual FundsManagementDisability InsuranceLife InsuranceRetirementCustomer ServiceInvestmentsMarketingMicrosoft ExcelStrategic Financial PlanningNetworkingRetirement PlanningEstate PlanningStrategic PlanningMicrosoft OfficeInsuranceLeadershipSeries 7Fixed AnnuitiesFinancial PlanningWealth ManagementProject Management

Barry Fies Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Frequently Asked Questions about Barry Fies

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How to contact Barry Fies?

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What company does Barry Fies work for?

Barry Fies currently works at Heritage Planning Partners.

What industry does Barry Fies work in?

Barry Fies's primary industry can often be inferred from their work experience and skills listed on this profile.

Where is Barry Fies located?

Barry Fies is based in or around Mequon, WI, US.

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