Madelyn Oemig, CFP®
Advisor AssociateMadelyn serves as a senior advisor associate in our Milwaukee office, joining full time after completing the firm’s internship program in the summer of 2022. She supports the local team of advisors by assisting with every step of the financial planning process, helping to devise investing strategies, and serving as a point of contact for clients.
A CERTIFIED FINANCIAL PLANNER® professional and graduate of University of Wisconsin – Madison, Madelyn is an active member of the Wisconsin chapter of the Financial Planning Association and serves on its Symposium Committee.
Currently residing in Milwaukee, WI, you can find Madelyn reading, baking, and spending time on the beaches of Lake Michigan outside of work.
Previous Experience
- Client Service Associate at Strategic Wealth Partners
- Wealth Management Intern at Wealthspire Advisors
Education & Credentials
- BS, University of Wisconsin – Madison, Personal Finance – Financial Planning
- CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
