Sydney P. Thompson

Para-Planner

Series 7 and 66

Education

Bachelor of Business Administration in Finance with an emphasis in Insurance and Risk Management and International Business from the University of Wisconsin Oshkosh (Summa Cum Laude)

Dean’s Academic Achievement List (all semesters)

University of Wisconsin, Oshkosh Track & Field Team (two years)

Minnesota State University, Mankato Track & Field Team (two years)

NCAA Division II & III All-Academic American (all semesters)

Joined

February 2021

Specialty

Financial Planning: Sydney focuses on assisting the Financial Advisors in creating customized Financial Plans and Investment Analyses to help clients attain personal and financial goals.

Community Involvement

In her spare time, Sydney is the head coach for a club volleyball team and is also a WIAA volleyball official.

Get to Know Me

Sydney currently resides in Oshkosh, Wisconsin. In her spare time, Sydney enjoys spending time with family and friends, playing volleyball, working out, traveling, hiking, kayaking, and going up north to spend time on the lake.

Expertise

Written by: Sydney P. Thompson

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