Frank E. Liston

Horizon Financial Strategies

Fill out the form and this financial advisor will follow up with you directly

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


BA - Luther College
MM & PhD - Northwesten University

Will provide references upon request?


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
Please support us by letting this adviser know you found them through Boomerater

Fax: (608) 829-0017

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

Request a consultation from this adviser!
Fill out the form at the top of the page

This listing is intended for informational purposes only and does not constitute an offer to sell or an offer to buy any security. is in no way affiliated with or recommending any of the advisors listed in our database, and is not responsible for any errors regarding the information displayed on this website. Please verify all information prior to selecting an advisor.

Have Frank E. Liston contact you

Fill out the form below and this advisor will contact you directly

Do not submit account or other confidential information via this form.

Font Size: increase font size decrease font size