Jeremy Francioli is a Financial Advisor at Bangerter FInancial Services. Jeremy obtained his undergraduate degree from the University of Wisconsin – Stevens Point, where he earned a Bachelor of Arts in Business Administration. To further his education, he attended Marquette University for his Masters of Business Administration with an emphasis in Finance. He obtained his CIMA designation through the Investment Management Consulting Association completed at the Wharton School of Business.
Jeremy has spent over 22 years in the financial services industry with a focus in Private Equity Real Estate investments. Jeremy holds the Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Investment Advisor Law) licenses. He is also an Enrolled Agent Tax Professional.
As a Financial advisor, Jeremy assists clients to determine their financial objectives and offer them potential solutions that may help them succeed at meeting their financial goals. Outside of his day-to-day business duties, Jeremy enjoys spending time with his family, surfing, and competing in short distance Triathlons.