Wisconsin Wealth Advisors, LLC

Shaun Balding is a financial advisor with Wisconsin Wealth Advisors, LLC, holding a Series 65 designation and bringing eight years of industry experience. He has been associated with Wisconsin Wealth Advisors since 2012 and operates as a sole proprietor offering fixed insurance sales. Wisconsin Wealth Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management, ERISA plan advisory, and financial consulting. The firm uses fundamental and technical analysis to guide asset allocation and provides regular account reviews and comprehensive consulting deliverables.

Patrick Fosdick is a CFP® professional with 14 years of industry experience, currently serving at Harbour Investments, Inc. He has held roles at Wisconsin Wealth Advisors and WWA Tax Services LLC, and has been involved in independent insurance sales since 2011. Outside of his financial advisory work, he is president and owner of Madison Sports and Social Club and serves as an at-large board member of the Providence Square Unit Owners Association. Harbour Investments, Inc. provides investment advisory and financial planning services to a diverse client base, including individuals, charities, corporations, and retirement plans. The firm employs both fundamental and technical analysis to create customized investment strategies, utilizing a range of instruments and offering model-based solutions through a subscription platform.

Chris Swenson is a financial advisor at Wisconsin Wealth Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been affiliated with Wisconsin Wealth Advisors since 2009. Swenson serves on the boards of the Sun Prairie Business and Education Partnership and the Sun Prairie Education Foundation. Wisconsin Wealth Advisors serves individual and high-net-worth clients with discretionary and non-discretionary asset management, ERISA plan advisory, and financial consulting. The firm uses fundamental and technical analysis to guide asset allocation and employs a mix of long-term, short-term, and trading strategies, managing approximately $114 million in client assets.