JEREMY BARDON
JEREMY BARDON
About Me
Jeremy is a Financial Advisor with 25 years of experience currently serving the Appleton markets. Jeremy uses a holistic approach to financial planning by assisting in the clarification of financial goals, the defining of core values, and the identification of individual investment preferences, then developing a plan to pursue those goals.
Prior to joining the BMO Investment Services team, Jeremy received his Bachelor of Business Administration in Finance and Marketing from the University of Wisconsin - Eau Claire. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds securities licenses 7, 31, 52, 63, and 65, held through LPL Financial along with his life, health and annuity insurance licenses.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Jeremy enjoys giving back to his community and stays active as a current Board of Directors member for the Junior Achievement Organization and was a past wish granter with the Make-A-Wish Foundation. Jeremy lives in Sherwood with his wife and two children and enjoys golf, bowling, hunting and snowmobiling.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management