Barry Fies, CFP®, CLU®, ChFC® in

Barry Fies, CFP®, CLU®, ChFC®

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Wealth Management Advisor, Founder and Partner at Myklebust, Horne and Fies Financial Group
📍 Mequon, Wisconsin, United States

Barry Fies is a co-founder and Wealth Management Advisor at Myklebust, Horne and Fies Financial Group, repeatedly recognized by Forbes as a top financial professional in Wisconsin. He focuses on creating holistic financial security solutions for his clients. Barry earned his Bachelor of Business Administration from the University of Wisconsin-Milwaukee.

Barry is a Wisconsin native who resides in West Bend with his wife and four children. In his spare time, he enjoys playing tennis and golf. He is also actively involved in his community, volunteering with organizations like the Milwaukee Zoological Society.

Unique fact: He and his family run the "Fies Family Farm" booth at what appears to be a local community fair or market.

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Experience
16 Years
Current Role
Wealth Management Advisor, Founder and Partner
Job Level
Leadership
Location
Mequon, Wisconsin, United States
Personality Overview

How Barry shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Barry cares about

Holistic Financial Planning
As a Wealth Management Advisor and CFP®, he focuses on the holistic picture for clients, from complex equity to college planning.
Business Growth
He recently completed a year-long "Gateway to Growth" program focused on building, managing, and growing a financial advisory firm.
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Career

Work history

1-2016
Wealth Management Advisor, Founder and Partner
Myklebust, Horne and Fies Financial Group
9-2009
Wealth Management Advisor
Northwestern Mutual
4-2009 - 9-2009
Financial Representative Intern
Northwestern Mutual
In the press

Media appearances

Barry Fies - Myklebust, Horne and Fies Financial Group - Forbes. Featured in Forbes
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Eight Northwestern Mutual Wisconsin-Based Financial Advisors Named on National Ranking of Top Wealth Advisors. Featured in PR Newswire
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Education
2010 - 2013
ChFC
The American College of Financial Services
2005 - 2009
BBA
University of Wisconsin-Milwaukee
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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