Frank E. Liston

Horizon Financial Strategies

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Minimum client assets required: $250,000

Minimum client income required: $100,000

Title: Senior Partner

Offering advice since: 1988

Areas of focus:

  • Annuities
  • Business planning
  • Charitable and Planned Giving
  • Elder Issues (long-term care, pre-mortem planning)
  • Educational Planning
  • Estate Planning/Wills
  • Insurance (risk management, disability insurance)
  • Life Planning
  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Frank E. Liston:

Frank Liston holds a BA degree from Luther College as well as a MM and PhD from Northwestern University. Frank is a Certified Financial Planner (CFP) with over 21 years of experience in the financial services industry.

Compensation and Fee Structures:

Not specified

Licenses, Certifications & Affiliations:

Member Financial Planning Association

Series 7, 66, 24, 22, 63, 6
Life/Health

Education:

BA - Luther College
MM & PhD - Northwesten University

Will provide references upon request?

No


Further information about Horizon Financial Strategies:

(Size of firm: 0-9 advisors)

Horizon Financial Strategies is dedicated to providing comprehensive financial planning and investment advisory services. Our fee-based comprehensive financial planning process allows you to create an objective un-biased and realistic financial strategy.


Contact Information for Frank E. Liston

Phone: (608) 828-4313
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Fax: (608) 829-0017

Address for Frank E. Liston:
North Tower, Suite 8100
525 Junction Rd
Madison, WI, 53717

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