Edelman Financial Engines
- Jim Collicott
Jim Collicott
Director, Financial Planning at Edelman Financial Engines
Jim Collicott, CRPC®, CFS® began their career as an Investment Advisor and Program Manager at SII Investments, Inc / BancMutual Financial & Insurance Services, Inc. in December 2007. Jim held this role until June 2011. In July 2011, Jim joined Edelman Financial Engines as the Director of Financial Planning, where they provided professional investment management and comprehensive financial planning to everyday Americans. Jim remains in this position to this day.
Jim Collicott, CRPC®, CFS®, obtained a Bachelor of Business Administration (BBA) in Finance from the University of Wisconsin-Milwaukee in 1989. Jim later received the certification of Chartered Retirement Planning Counselor from the College for Financial Planning in 2017 and became a Certified Fund Specialist in 2014.
Timeline
Director, Financial Planning
July, 2011 - present
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