Emily Perschbacher
Investment adviser representative at Wealthspire Advisors
14 yearsExperience
1 stateRegistered in
$34.3BFirm assets
31 yearsFirm in business
Are you Emily Perschbacher? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Wealthspire AdvisorsApr 2022 to now
- Ameriprise FinancialMay 2021 to Mar 2022
- Resilient Wealth PlanningMay 2020 to Nov 2020
- University of Wisconsin WhitewaterSep 2018 to May 2021
- Middle School/high SchoolJan 2012 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (WI).
Wealthspire Advisors
Legal name: Wealthspire Advisors LLC
$34.3BAssets managed
9,973Clients
225Advisers
31 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7261317
- Firm CRD
- 106181