Tom Barton

Tom Barton

Thomas (Tom) Barton
Barton Financial Management Group
405 East Forest St.
Oconomowoc, WI 53066 
 

Plan sponsors face many challenges in managing their 401(K) plans. Compliance issues, expense considerations and employee satisfaction are among the factors with which sponsors wrestle on a daily basis
As an Independent advisor and consultant with 14 years of experience, I take great pride in providing my clients with personal, reliable retirement planning advice and services. I guide and assist my clients in selecting the best plan, plan design and TPA for their company and make sure they stay compliant year after year through annual plan reviews, employee education and quarterly enrollment meetings.


Financial Registrations: Series 6, 63, 65 & 26, Investment Advisor Representative Insurance Licenses: Acc/Health, Life, and Variable Annuity


States Licensed: Wisconsin, Illinois, Iowa, Minnesota, and Oklahoma


Counties: Milwaukee, Waukesha, Washington, Racine, Kenosha


Securities and Advisory Services offered through Packerland Brokerage Services, Inc., an unaffiliated entity. Member FINRA & SIPC 

Phone (262) 370-6464
Fax (262) 567-5323