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Emily Perschbacher

Wealthspire Advisors

Delafield, WI

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-05-23
  • WI RA
    APPROVED
    Since 2022-05-23

Branch Locations

709B Milwaukee St, Delafield, WI 53018 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthspire Advisors Delafield WI 04/2022 Present
Ameriprise Financial Brookfield WI 05/2021 03/2022
University Of Wisconsin Whitewater Whitewater WI 09/2018 05/2021
Resilient Wealth Planning Wauwatosa WI 05/2020 11/2020
Middle School/High School Colgate WI 01/2012 06/2018
  • 04/2022 → Present
    Wealthspire Advisors
    Delafield, WI
  • 05/2021 → 03/2022
    Ameriprise Financial
    Brookfield, WI
  • 09/2018 → 05/2021
    University Of Wisconsin Whitewater
    Whitewater, WI
  • 05/2020 → 11/2020
    Resilient Wealth Planning
    Wauwatosa, WI
  • 01/2012 → 06/2018
    Middle School/High School
    Colgate, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-23
  • S65 Uniform Investment Adviser Law Examination
    2022-05-23

View on SEC IAPD

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Other Offices

WEALTHSPIRE ADVISORS · Delafield, WI
EDWARD JONES · DELAFIELD, WI
RBC CAPITAL MARKETS, LLC · Delafield, WI
PRESCIENT CAPITAL MANAGEMENT, LLC · DELAFIELD, WI
BEHL WEALTH MANAGEMENT · DELAFIELD, WI
J.P. MORGAN SECURITIES LLC · DELAFIELD, WI
HARBOUR INVESTMENTS, INC. · DELAFIELD, WI
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