WIPFLI LLP
COVID-19
Insights
Careers
Locations
Contact
My Account
FINANCIAL PLANNING
See Your Financial Life in Action
For Individuals & Families
Interactive Financial Planning
Private Wealth Services
Family Office Services
For Business Owners & Executives
Healthcare Professionals & Practices
Nonprofits & Foundations
INVESTMENT ADVISORY
Our Philosophy
Investing Made Smart, Efficient, Focused
Our Investment Committee
Investment Strategies
Fund Manager Research, Selection & Monitoring
Institutional Consulting Solutions
For Individual and Families
Tax-Smart Indexing
Avid investment services
RETIREMENT PLAN SOLUTIONS
Retirement Plan Solutions
Why Choose A Fiduciary
Navigating the Path to Retirement
Analyze Your Retirement Plan
INSURANCE SOLUTIONS
Insurance Solutions
Policy Audit & Review (PAR) Process
For Individuals and Families
Life Insurance Trust Review
For Businesses and Owners
Company-Owned Life Insurance Plans
Buy-sell Agreement Reviews
Executive Benefit Plans
ABOUT
A CPA-based Philosophy
Locations
Colorado
Illinois
Minnesota
Georgia
New Hampshire
Montana
Pennsylvania
Wisconsin
Contact
Diversity and Inclusion
Why Choose a Fiduciary
Featured News
Our Team
Find an Advisor
Principals
Our Team
Home
About
Our Team
Betsy Kocour
Milwaukee (Headquarters)
10000 Innovation Dr.
Milwaukee, WI 53226
Tel:
414-290-8046
Email:
bkocour@wipflifinancial.com
Betsy Kocour, CFP®
Financial Advisor | Advisors
Contact
Certifications
Certified Financial Planner®
Contact
Milwaukee (Headquarters)
