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 expertise:
- 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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