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Thomas Batterman

President Message

Hello and welcome to the Foundation for Fiduciary Education. I’m excited to have you here! As an IRS approved, 501(c)(3) NonProfit Organization, our mission is to educate and empower families through comprehensive fiduciary financial education. We are pleased to provide you with financial education and resources you can trust . Taught exclusively by Certified Financial Fiduciaries®. If you have any questions at all, please do not hesitate to contact me. I look forward to helping you in any way I can.

Bio

Tom (a/k/a Thomas) Batterman is in the business of representing the best financial interests of his clients in their financial planning and decision-making.  In a career spanning more than three decades, he has never sold a single investment product and has always and only been committed to the fee-only, fiduciary approach to helping clients with their financial affairs.  Tom is best suited to assist clients who do not have the time, interest or expertise to manage their financial affairs on their own, guiding them to the decisions they would make themselves if they had years of training and experience and the time and expertise to fully research and understand all of their options. Tom is a graduate of the University of Wisconsin-Madison and the UW-Madison Law School.  Prior to his employment in the financial industry in financial planning/advisory and trust positions, he practiced law in the Wausau, WI area in the fields of estate planning, tax, retirement planning, corporate organizations and real estate.  This training and experience enables him to provide added value to clients with financial issues or concerns in these areas. 

Professional Experiences

Languages

Groups / Clubs

Area of Expertise

Professional Licenses

Certifications

Certified Financial Fiduciary ®

Education

Instructor Events

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