Tracy Piontkowski, ChFC^®, RICP^®

Investment Advisor Representative

Phone: (920) 410-0969
Email: tracy.piontkowski@ceterawealth.com

 

Education

Tracy attended University of Wisconsin – Oshkosh graduating with a BBA in Finance 1985. He has securities registrations Series 6, 63, plus life and health. He completed studies through The American College passing 10 coursed to earn Chartered Financial Consultant^® (ChFC^®) designation 1998 and also Retirement Income Certified Professional^® (RICP^®) in 2017.

Professional experience

Tracy has been in financial services industry since 1992. Currently acting as Investment Advisor Representative through Cetera Advisor Networks LLC. He brings small town values and integrity to every relationship.

Personal

Tracy is married to Katherine, they make their home in Oshkosh and share it with two black labs Dharma and Ula. Tracy has skied the American Birkebeiner cross country ski race 25 times. He also likes to bike- road, gravel, and new favorite mountain biking. A few other activities include duck/deer hunting, gardening, hiking, and just spending time outside. Tracy and Katherine share a passion for cooking and live music.