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Wendy S. Peperkorn, CFP®

Wealth Advisor

wendy.peperkorn@belr.com | 262.326.6090

Wendy joined Bronfman Rothschild in 2018, bringing with her over twenty years experience in financial services. Her expertise includes working directly in client relationships and in internal roles, giving her a nuanced understanding of the full client experience. As an Advisor, she facilitates all facets of the client relationship culminating in the development of a comprehensive financial plan and a robust investment strategy.

In her free time, Wendy enjoys spending time with her husband, Mark, watching their three children compete in baseball, soccer, dance and basketball.

Previous Experience

  • Wealth Advisor at Ellenbecker Investment Group
  • Marketing & Communications Manager at Artisan Partners
  • Risk Reporting Manager at Stark Investments

Industry involvement

  • Holds FINRA series 66 license
  • CFP® professional

Education

University of Wisconsin Eau Claire, BBA, Finance 1994

University of Wisconsin Milwaukee, MBA 2000

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.