Atlatl Advisers
2921 Landmark Place, Madison, WI 53713
Hours open
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
2921 Landmark Pl Suite 501, Madison, WI 53713, United States
About the Business
Atlatl Advisers is a finance institution located at 2921 Landmark Place, Madison, Wisconsin, United States. We are a wealth management firm dedicated to helping our clients achieve their life goals with accuracy and precision, much like the atlatl leverages distance. Our team is comprised of talented individuals who work together to provide exceptional client experiences, celebrating diversity and fostering a culture of inclusion.
Mary, our Retirement Plan Adviser, brings over three decades of experience and holds designations from the American Society of Pension Professionals & Actuaries. Ravi, a finance graduate from The Wharton School, has a background in disruptive technologies and has managed multi-billion-dollar portfolios. Cynthia, a CERTIFIED FINANCIAL PLANNER™ practitioner, has over 16 years of industry experience and is involved in community service. Jasper, a Wealth Advisor, has over 25 years of trust and wealth management experience and is active in various community organizations.
Hunter, another Wealth Adviser, is passionate about outdoor activities and community involvement. Tim, a portfolio manager and partner, has a background in algorithmic investing models and holds a CFA charter. Mark, the Director of Investments, is a professor at the Wisconsin School of Business with research interests in investment management and financial planning.
At Atlatl Advisers, we are committed to helping our clients navigate the complexities of wealth management and reach their financial goals with expertise and dedication. Contact us today to learn more about how we can help you achieve financial success.
Reviews
"I chose Atlatl Advisers for their reputation, and they lived up to it. Their team provided me with excellent wealth management advice, tailored just for my situation. Their approach is straightforward and results-driven."
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