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Ted Fox, Private Wealth Advisor serving the Wausau, WI area - Ameriprise Advisors

Ted Fox

CFP®, APMA

Private Wealth Advisor

Cornerstone Advisors
30
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

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

Qualifications

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

Education

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

Awards & recognition

  • Cornerstone Advisors, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Forbes Best-in-State Wealth Advisors, 2022, 2023
  • Ameriprise Circle of Success, 2014 - 2022
  • Cornerstone Advisors, Ameriprise Client Experience Award, 2020, 2021
  • Financial Times 400 Top Financial Advisers, 2020

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

Community participation

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.

Honored to be recognized in Forbes

I’m thrilled to share that Cornerstone Advisors has been included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.

The 2023 Forbes Best-in-State Wealth Management Teams list is developed by SHOOK Research and is created using an algorithm that includes both qualitative (in-person, virtual and telephone due diligence meetings; client impact; industry experience; review of best practices and compliance records; and firm nominations) and quantitative (assets under management and revenue generated for their firms) data. Certain awards include a demographic component to qualify. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. This ranking is based on the opinions of SHOOK Research, LLC, is not indicative of future performance or representative of any one client’s experience and is based on data from the previous calendar year. Forbes magazine and SHOOK Research do not receive compensation in exchange for placement onHonored to receive recognitionI’m thrilled to share that <<team name>> has been included on the 2023 Forbes Best-in-State Wealth Management Teams list. This list includes top advisory teams from across the industry that provide comprehensive financial advice to their clients, to help them achieve their unique goals. Thank you to our clients for trusting us with your financial futures. And thank you to our team for the exceptional service you provide to all of our clients.6the ranking. For more information: www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.