Kelsey Fatzinger
Financial Advisor
CFP®, BFA
Office Information
Contact Kelsey
Team Office
Kelsey’s Locations
Madison, WI 53717 (608) 824-8600
About Kelsey
Kelsey is passionate about helping clients simplify and better understand their finances. She partners with them to provide comprehensive financial planning at every stage of life, preparing them for the certainty of uncertainty. Kelsey takes the time to get to know her clients, listen to their financial goals, discuss their values, and provide tailored guidance to help them achieve success.
She has been in the financial industry since 2013 giving her a deep understanding of not only the technical aspects of financial planning but also the emotional factors that influence decision-making.
In her free time, Kelsey loves watching Wisconsin Badgers sports, cheering on her son in baseball and hockey, and supporting her daughter in dance and gymnastics. Her favorite getaway is traveling to national parks with her husband and creating lasting memories.
Education
- BBA, University of Wisconsin - Platteville
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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