Brittany L. Falkner (Komorowski) CFP®, EA
Financial Advisor at Charter Capital Management, Inc.- Claim this Profile
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Bio
Credentials
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Wisconsin Life Insurance License
Wisconsin Office of the Commissioner of Insurance (OCI)Jan, 2019- Oct, 2024 -
CERTIFIED FINANCIAL PLANNER (TM)
CFP BoardNov, 2018- Oct, 2024 -
Enrolled Agent
Internal Revenue ServiceMay, 2018- Oct, 2024 -
Series 65
FINRAOct, 2016- Oct, 2024
Experience
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Charter Capital Management, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Jan 2020 - Present
As a fee-only, financial advisor for Charter Capital Management, I combine my extensive financial planning background with my portfolio management experience to provide holistic wealth management services. At CCM, we understand the complex interaction of tax and investment management, providing extensive tax planning as well as tax preparation. As a team of certified and experienced advisors, we pride ourselves on providing exceptional service that is customized to effectively meet each client’s goals, always working in the client’s best interest.
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Liberty Financial Group, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Financial Planner-Tax Specialist
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Feb 2019 - Jan 2020
As a Fee-Only, fiduciary planner for Liberty Financial, I combined my strengths of providing unique financial plans that aligned with my client’s values with my passion for taxation. Liberty specialized in planning for retirement and life, devoted to guiding and educating our client’s through the road map of their life. I helped develop and implement our client's financial plans as well as was in charge of tax preparation. As a Fee-Only, fiduciary planner for Liberty Financial, I combined my strengths of providing unique financial plans that aligned with my client’s values with my passion for taxation. Liberty specialized in planning for retirement and life, devoted to guiding and educating our client’s through the road map of their life. I helped develop and implement our client's financial plans as well as was in charge of tax preparation.
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Financial Service Group, Inc.
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United States
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Financial Services
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1 - 100 Employee
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Associate Financial Planner
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May 2016 - Feb 2019
This position was my introduction to Fee Only, Financial Life Planning. While working as an associate planner, I directly supported the lead planners in creating, implementing, and monitoring client's financial plans. I furthered my knowledge by obtaining my CFP ® designation in 2018. I was also involved in year-round tax planning and tax preparation. In 2018, I earned my Enrolled Agent designation that authorizes me to have unlimited practices rights before the Internal Revenue Service.
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Ameriprise Financial Services, LLC
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United States
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Financial Services
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700 & Above Employee
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Financial Planning Intern
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May 2015 - May 2016
Capital Wealth Advisory Group was my start into the industry. While working at CWAG, I gained experience in preparing for meetings, and reviewing investment allocations. My niche was preparing estate plan presentations which involved reading and summarizing estate plans and providing suggestions to the client. I learned firsthand from the experienced advisors by sitting in meetings and taking notes. Capital Wealth Advisory Group was my start into the industry. While working at CWAG, I gained experience in preparing for meetings, and reviewing investment allocations. My niche was preparing estate plan presentations which involved reading and summarizing estate plans and providing suggestions to the client. I learned firsthand from the experienced advisors by sitting in meetings and taking notes.
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Education
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2012 - 2016
University of Wisconsin-Madison
Bachelor of Science (B.S.), Personal Finance
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