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Our financial advice team


Ted Fox

Ted Fox

CFP®, APMA®

Private Wealth Advisor

Chief Executive Officer of
Cornerstone Advisors
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Family Finances
  • Wealth Preservation Strategies
  • Tax Planning Strategies

Interests

Spending time with family, golfing, water and snow sports, college football and basketball and high performance cars. I also enjoy time outdoors, especially fishing and hunting.

Awards & recognition

  • Financial Times 400 Top Financial Advisers, 2020
  • Ameriprise Circle of Success, 2014 - 2020

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • BS Bachelor of Science, 1990, Business, Indiana University, Bloomington, IN

Previous experience

  • Managing Director-Investments, Wells Fargo Advisors, LLC., Wausau, WI, 1/2008-1/2013
  • Managing Director - Investments, A.G. Edwards & Sons, Inc., Wausau, WI, 6/1999-1/2008
  • Financial Consultant, Edward D. Jones & Co. LP, St. Louis, MO, 6/1999-5/1995
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