Top Financial Advisors in Greater Milwaukee Area
Todd Herrenbruck
Certified Residential Real Estate Appraiser
Greater Milwaukee Area
Certified Residential Real Estate Appraiser
Realtor Sales Associate
Certified Residential Appraiser
Short Sale Auditor
Financial Advisor
Account Executive
Account Executive
Loan Officer
Certified Residential Appraiser
Certified Residential Appraiser
Lakeland College
Recommendations: 24
Mortgage
Banking
Short Sales
B2B
Sales
Loans
Mortgage Banking
Customer Satisfaction
t****[email protected]
Kim Nash-Walker, MBA
Registered Support Assistant
Greater Milwaukee Area
Registered Support Assistant
Administrative Assistant
Executive Assistant, Vilter Manufacturing
Temp Assistant, Employee Services
Equity Research Administrative Assistant
Financial Advisor
International Account Executive Assistant
Computer Assistant
Equity Research Administrative Assistant
Assistant to the President
Cardinal Stritch University
University of Wisconsin-Whitewater
Gateway Technical College
Elkhorn Area High School
Recommendations: 8
Training
Reporting & Analysis
PowerPoint
Leadership
Negotiation
Coaching
Time Management
Talent Acquisition
k****[email protected]
Clif Albino ChFC, LUTCF
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Advisor
Auburn & University of Wisconsin-Milwaukee
Recommendations: 6
Management
Tax Free Income
Leadership
Financial Advisory
Retirement Planning
Retirement
Financial Planning
Strategic Planning
c****[email protected]
Graham Cass
Regional Commercial Sales Director
Greater Milwaukee Area
Regional Commercial Sales Director
Market Sales Manager
Financial Advisor
Regional Sales Manager
VP of Finance And Operations
Client Relations Representative
Market Training Manager
Disc Jockey
General Retail Manager
Kaplan College-Milwaukee
Unversity of Phoenix
West Bend West High School
Recommendations: 5
Coaching
Customer Service
Vendor Relations
Cold Calling
Sales Management
Team Leadership
Communication
Expectations Management
g****[email protected]
Michael Poludniak
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Recommendations: 5
Negotiation
Purchasing
MIS
Forecasting
Payroll
Strategic Financial Planning
CRM
Marketing
m****[email protected]
m****[email protected]
David Fitzpatrick
Financial Advisor in Training
Greater Milwaukee Area
Financial Advisor in Training
Business Development Manager
Owner
Property Manager
Outside Sales-Helicopter & Defense
Account Manager
Special Projects Intern
Operations Intern
Finance Intern
Owner
University of Wisconsin-Madison
Sophia University
University of Wisconsin-Milwaukee - Lubar School of Business
Charles University
Recommendations: 4
Team Leadership
Aerospace
Proposal Writing
Mentoring
New Business Development
Business Development
Helicopters
DoD
d****[email protected]
Georges Gillet-Yant
Honnorary Chairman
Greater Milwaukee Area
Honnorary Chairman
International business & equity portfolio efficiency \ contract missions
Financial Advisor
Senior M&A Managing Partner
CEO, General Manager
Conseiller de la Direction Generale
Capital Market Trading Manager
The University of Chicago
Université catholique de Louvain
Recommendations: 4
Portfolio strategy
Risk Management
Board Governance
Portfolio Management
Banking
Wealth Management
Financial Modeling
Alternative Investments
g****[email protected]
Benjamin Moen, CLU, ChFC
Regional Director
Greater Milwaukee Area
Regional Director
Regional Wholesaler - Annuities
Internal Wholesaler
Financial Advisor and Intern
Regional Wholesaler
Boston University
University of Wisconsin-Whitewater
Recommendations: 4
Sales
Investment Advisory
CRM
Series 7
Mutual Funds
Leadership
Time Management
Sales Management
b****[email protected]
Emily Phillips
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Advisor Associate
Director of Business Development
Account Executive
Print Agent for the Men and Women's board
University of Wisconsin-Milwaukee
Recommendations: 3
Customer Relations
Strategic Planning
Customer Service
Team Building
Problem Solving
Writing
New Business Development
Contract Negotiation
e****[email protected]
Dutch Vandervort, FICF, LUTCF, CFFM
Managing Partner Southeastern Wisconsin - Responsible for Managing, Hiring and Training
Greater Milwaukee Area
Managing Partner Southeastern Wisconsin - Responsible for Managing, Hiring and Training
Financial Advisor
Supervision
Cardinal Stritch University
The American College
Recommendations: 3
Retirement Planning
Fixed Annuities
Training
Leadership
Management
Retirement
401k
Life Insurance
d****[email protected]
Yvonne Brodsky, MBA
Leader, Diversity Talent Recruitment & Development
Greater Milwaukee Area
Leader, Diversity Talent Recruitment & Development
Manager, Diversity and Inclusion
Executive Director
Investment Executive
Financial Advisor
Loyola University of Chicago - Graduate School of Business
Marquette University
Recommendations: 2
Strategic Planning
Marketing Strategy
Public Speaking
Non-profits
Coaching
Team Building
Process Improvement
Leadership Development
y****[email protected]
Anthony Preman
Director Fiduciary Services
Greater Milwaukee Area
Director Fiduciary Services
Qualified Plan Financial Advisor
Director of Sales, Midwest
Board Member
Investment Advisor Rep
Captain
Operations Officer
Recommendations: 2
Retirement Planning
401k
Retirement
Estate Planning
Financial Advisory
Securities
Mutual Funds
Employee Benefits
a****[email protected]
Kirk Thode
Financial Advisor, CFP
Greater Milwaukee Area
Financial Advisor, CFP
Board Member
Adjunct Professor
Mutual fund Specialist
Marquette University
University of Wisconsin-Milwaukee
Recommendations: 2
Asset Management
Retirement
Investments
Estate Planning
Asset Managment
Retirement Planning
Strategic Financial Planning
Portfolio Management
k****[email protected]
k****[email protected]
Judith Schenk
Parish Council Member
Greater Milwaukee Area
Parish Council Member
Financial Advisor
Project Manager
Marquette University
St. Mary's Academy
Washburn University
Recommendations: 2
Retirement Planning
Project management
business development
Annuities
Life Insurance
Product Implementation
Product Training
Sales
j****[email protected]
Deanna Haught
Vice President
Greater Milwaukee Area
Vice President
Vice President - Settlement Trust Group
Trust Officer
Financial Advisor
Client Service
University of Wisconsin-Oshkosh
Recommendations: 2
Trusts
Insurance
Settlement
Fixed Annuities
Strategic Financial Planning
Litigation
Workers Compensation
Marketing
d****[email protected]
John Milward
Security / Educational Support Personnel
Greater Milwaukee Area
Security / Educational Support Personnel
Associate
Employment Specialist
Financial Advisor
Financial Advisor
Placement Coordinator
Gateway Technical College
Concordia University-Wisconsin
Recommendations: 2
Applicant Tracking Systems
Employee Relations
Talent Acquisition
Human Resources
HRIS
College Recruiting
Resume Writing
Sourcing
j****[email protected]
Donna Houston
Medical Receptionist
Greater Milwaukee Area
Medical Receptionist
Medical Assistant,CCMA
Medical Assistant
Medical Receptionist
Medical Assistant
Receptionist
Financial Advisor
Anthem Medical College
Anthem Medical College of Brookfield,WI
Recommendations: 1
Vital Signs
Phlebotomy
Healthcare
Medical Billing
multi phone line
mail sort
Fax
Clinical Research
h****[email protected]
Jason Sherry, MFIN
Account Manager
Greater Milwaukee Area
Account Manager
Account Coordinator
Financial Adviser
Financial Advisor
Designer
Designer
Penn State University
Harvard University
Cardinal Stritch University
ITT Technical Institute
Recommendations: 1
Microsoft Office
Financial Analysis
Budgets
Process Improvement
Project Management
Customer Service
Strategic Planning
Team Building
f****[email protected]
Brian Acker, CLU®, AAMS®
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Advisor
Retail Executive
Retail Executive
University of Missouri-Columbia, College of Business
Parkway South
Recommendations: 1
b****[email protected]
Randy Malone
Financial Advisor
Greater Milwaukee Area
Financial Advisor
University of Nebraska-Lincoln
Recommendations: 0
401k
Retirement Planning
Retirement
Series 7
Investments
IRAs
Fixed Annuities
Business Planning
m****[email protected]
Maggie Spada, CFP®
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Recommendations: 0
Investments
Wealth Management
401k Rollovers
Strategic Planning
College Savings Plans
Life Insurance
Small Business Retirement Planning
Long Term Care Insurance
m****[email protected]
Charles Fry
Financial Advisor - The Cefalu/Fry Group
Greater Milwaukee Area
Financial Advisor - The Cefalu/Fry Group
Market Development
Indiana University Bloomington
Naperville Central Highschool
Recommendations: 0
Series 7
Series 66
Equities
Equity Valuation
Equity Research
Uniform Combined State Law
Investment Management
Investments
c****[email protected]
Robert Stawicki
Complex Manager / Financial Advisor
Greater Milwaukee Area
Complex Manager / Financial Advisor
Financial Advisor
Recommendations: 0
Retirement Planning
Financial Services
401k Rollovers
Investment Strategies
Insurance Solutions
Insurance
Asset Allocation
Financial Advisory
r****[email protected]
David Dorley
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Client Business Manager
Financial Advisor
Director, Brokerage Sales Development
Xavier University
Lima Central Catholic
Recommendations: 0
Training & Development
Succession Planning
Asset Protection
Wealth Accumulation
Team Building
Key Person Insurance
Disability Insurance
Executive Compensation
d****[email protected]
d****[email protected]
Susan Bisswurm, CPA, PFS
Vice President & Regional Wealth Planner
Greater Milwaukee Area
Vice President & Regional Wealth Planner
Independent Financial Advisor
Tax Manager
Tax Manager
International Tax Specialist
Senior Tax Accountant
University of Wisconsin-Milwaukee - Lubar School of Business
Recommendations: 0
Financial Planning
Retirement Planning
Tax Planning
High Net Worth Individuals
Estate Planning
Income Tax
Tax
Wealth Management
s****[email protected]
Christine King, CFP®, CRPC®, CDFA®
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Secretary of CEF of Southeast Wisconsin
P1 Manager
Advisor Coach
Carthage College
Recommendations: 0
c****[email protected]
r****[email protected]
Chuck Allison
Assistant VP - Relationship Manager
Greater Milwaukee Area
Assistant VP - Relationship Manager
Financial Advisor
Financial Representative
Field Director/College Unit Director
College Unit Director
Assistant Coach
Private Lessons Instructor
Head Coach
University of Wisconsin-Madison
The Ohio State University
Recommendations: 0
Financial Planning
Financial Services
Financial Analysis
Financial Modeling
Microsoft Excel
Life Insurance
Disability Insurance
Term Life Insurance
c****[email protected]
Jan Dyke, CFP®
Financial Advisor | First Vice President
Greater Milwaukee Area
Financial Advisor | First Vice President
Financial Advisor
Financial Advisor
Recommendations: 0
j****[email protected]
William Otto
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Division Manager, Private Banking
Vice President
The University of Chicago - Booth School of Business
College for Financial Planning
University of Wisconsin-Milwaukee
Ripon College
Green Bay West High
Recommendations: 0
Wealth Management
Investments
Retirement Planning
Strategic Financial...
Estate Planning
Portfolio Management
Financial Advisory
Financial Services
w****[email protected]
Stan Azimov
Owner/Partner
Greater Milwaukee Area
Owner/Partner
Managing Partner
Financial Advisor
Lubar Business School, University of Wisconsin
Recommendations: 0
Contract Negotiation
Marketing
New Business Development
Property Management
Real Estate
Real Estate Development
Leadership
Sales
s****[email protected]
a****[email protected]
Robert Formolo
Sales
Greater Milwaukee Area
Sales
Senior Operations Manager/Company Commander
Financial Advisor
Data Integrity Coordinator
University of Wisconsin-Milwaukee
Recommendations: 0
Investments
Strategic Financial...
Risk Management
Series 7
Retirement Planning
Asset Managment
Asset Allocation
Wealth Management
r****[email protected]
Blaine Gibson
Vice President Financial Advisor
Greater Milwaukee Area
Vice President Financial Advisor
VP Market Admin Manager
VP Private Client Services
Ripon College
Recommendations: 0
Investment Strategies
Asset Allocation
Financial Advisory
Financial Services
Management
Wealth Management
Retirement Planning
Series 7
b****[email protected]
Salvatore Ferrito, CLU, ChFC
Partner
Greater Milwaukee Area
Partner
Financial Advisor
University of Wisconsin-Milwaukee
Recommendations: 0
Strategic Planning
Risk Management
Investments
Strategic Financial Planning
Insurance
Wealth Management
Retirement Planning
Investment Advisory
s*****@ferrito-ogorman.com
Abe Goldberg (414) 347-3223
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Advisor
Founder & Managing Director
Director, Sales
Vice President, Sales
Regional Manager
Recommendations: 0
Retirement Planning
Asset Allocation
Investments
Financial Advisory
Risk Management
Insurance
Financial Services
Mutual Funds
a****[email protected]
a****[email protected]
Kyle Leipold
Owner & Financial Advisor
Greater Milwaukee Area
Owner & Financial Advisor
Member of the Board of Directors
First Vice President - International Financial Advisor and Assistant Branch Director
Financial Advisor
National University of Ireland, Galway
Butler University
Butler University - College of Business Administration
Recommendations: 0
Series 7
IRAs
Sales
Investments
401k
Retirement Planning
Marketing
Stocks
k****[email protected]
Linda Grady
Private Client Banker
Greater Milwaukee Area
Private Client Banker
Community Outreach Coordinator
Vice President and scholarship co-chair
Relationship Banker
Director of Professionalism
Financial Professional
Investment Advisor Representative
Director Of Membership
Financial Advisor
Article Writer
Financial Professional Associate
Hamline University School of Law
University of Wisconsin-Madison
Hartford Union High School
Recommendations: 0
l****[email protected]
Michael J. Kelly
Director, Branch Manager
Greater Milwaukee Area
Director, Branch Manager
Retirement Plan Consultant
Financial Advisor
Senior Vice President, Branch Manager
Regional Sales DIrector
Managing Director
Sales Director
Regional Sales Manager
Regional Marketing Support Representative
Saint Mary's University of Minnesota
Saint Laurence High School
Recommendations: 0
Finance
m****[email protected]
m****[email protected]
Ali Garba
First Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor
Greater Milwaukee Area
First Vice President - Wealth Management, Senior Portfolio Manager, Financial Advisor
Argosy University Sarasota
University of Tampa
University of Wisconsin-Whitewater
Recommendations: 0
a****[email protected]
Andrew LaFontain
Manager, Financial Services at Prudential
Greater Milwaukee Area
Manager, Financial Services at Prudential
District Manager
Vice President
Financial Advisor
Financial Advisor
Treasury Analyst
Auditor
University of Wisconsin-Milwaukee - School of Business Administration
University of Wisconsin-Milwaukee
Recommendations: 0
a****[email protected]
a****[email protected]
Steve Koppel, JD, ChFC, CLU
Financial Advisor
Greater Milwaukee Area
Financial Advisor
American University
Ohio Northern University—Claude W. Pettit College of Law
Recommendations: 0
Tax
Management
Business Strategy
Project Planning
Wealth Management
Finance
Long Term Care Insurance
k****[email protected]
s****[email protected]
Paul Tourville
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Sales Manager, Agent
University of Wisconsin-Whitewater
Recommendations: 0
Wealth Management
p****[email protected]
Marc Messinger
Financial Advisor
Greater Milwaukee Area
Financial Advisor
UW-Milwaukee
Wisconsin Lutheran High School
Recommendations: 0
Retirement Planning
401k Rollovers
Saving for Education
Wealth Management
IRAs
Retirement
Investment Advisory
College Savings Plans
m****[email protected]
Jess Henrickson
Financial Advisor - The Henrickson Wealth Management Group
Greater Milwaukee Area
Financial Advisor - The Henrickson Wealth Management Group
Parts / Service Manager
Miami University
Nicolet High School
Recommendations: 0
Strategic Financial Planning
Stocks
Retirement
Bonds
Retirement Planning
Financial Planners
Mutual Funds
Small Business
j****[email protected]
Maria Roloff
Financial Advisor / Field Director
Greater Milwaukee Area
Financial Advisor / Field Director
Financial Representative
University of Wisconsin-Madison - School of Business
Arrowhead High School
Recommendations: 0
Personal Financial Planning
Financial Planning
Marketing
Retirement
Fixed Annuities
Life Insurance
m****[email protected]
Robert E Bortz Jr, CFP®
Financial Professional
Greater Milwaukee Area
Financial Professional
Financial Advisor
Financial Advisor
University of Missouri-Columbia
Recommendations: 0
Wealth Management
Financial Planning
Investment Strategies
Tax-advantaged Investment Strategies
Financial Services
Insurance Planning
Estate Planning
Retirement Planning
r****[email protected]
Roger Klumb, CFP ®
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Analyst
Project Manager
Brigham Young University
Recommendations: 0
Retirement Planning
Series 7
Investments
Mutual Funds
Securities
Investment Strategies
Portfolio Management
Finance
r****[email protected]
Tim Mertins
Account Manager
Greater Milwaukee Area
Account Manager
Account Executive
Assistant Branch Manager
Financial Advisor
Beloit College
Arrowhead High School
Recommendations: 0
Risk Management
Analysis
Fleet Management
Transportation
Vehicles
Sales Management
Team Building
Account Management
t****[email protected]
AMY HESSENAUER
Financial Advisor | Vice President-Investments at Wells Fargo Advisors, LLC
Greater Milwaukee Area
Financial Advisor | Vice President-Investments at Wells Fargo Advisors, LLC
Vice President
Vice President
Vice President
Mutual Fund Wholesaler
Sales Manager | Retirement Specialist | Registered Representative
Marquette University
Marquette University
Janesville Craig High School
Recommendations: 0
Investments
Financial Services
Retirement Planning
Estate Investment Planning
Strategic Planning
Marketing Strategy
Sales Management
Business Coaching
a****[email protected]
a****[email protected]
Adam S. Keller, CLU, CLTC
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Board Member
University of Wisconsin-Oshkosh
Whitnall High School
St. Mary's Catholic Grade School; Hales Corners, WI
Recommendations: 0
Public Speaking
Problem Solving
Leadership
New Business Development
Customer Service
Microsoft Office
Sales
Management
a****[email protected]
Brad Baldridge
Owner, Chief Podcaster
Greater Milwaukee Area
Owner, Chief Podcaster
College Funding Consultant
Financial Advisor - Owner
Recommendations: 0
Retirement Planning
College Planning
Financial Planning
Public Speaking
Investments
Insurance Planning
b*****@bradbaldridge.com
Scott Steinhorst
Vice President
Greater Milwaukee Area
Vice President
Financial Advisor
Board member
Investment Representative
Sales
District Manager
University of Wisconsin-Madison - School of Business
Beaver Dam High School
Beaver Dam High School
Recommendations: 0
Investments
Asset Managment
Strategic Financial Planning
Finance
Leadership
Small Business
Portfolio Management
Series 7
s****[email protected]
Kathy (Dougherty) Klein, CFP
Consultant/ Portfolio Manager
Greater Milwaukee Area
Consultant/ Portfolio Manager
Partner/Portfolio Manager
Financial Advisor, Private Client
Advisor, Managing Partner
College For Financial Planning
University of Illinois at Chicago
Saint Mary's University of Minnesota
Recommendations: 0
Investments
Portfolio Management
Asset Allocation
Estate Planning
Finance
Mutual Funds
Investment Strategies
Wealth Management
k****[email protected]
Meredith Ehn
Financial Advisor
Greater Milwaukee Area
Financial Advisor
University of Vermont
Recommendations: 0
Mutual Funds
Investments
Valuation
Marketing Strategy
Financial Analysis
Marketing
Management
Customer Service
m****[email protected]
Lucas Hogsett
Planning and Sales Consultant
Greater Milwaukee Area
Planning and Sales Consultant
CSA
Investment Services Representative
Financial Advisor
Assistant Branch Manager
University of Wisconsin-Milwaukee
U.W. Parkside
Recommendations: 0
Investments
Financial Analysis
Mutual Funds
Wealth Management
Equities
Strategic Financial...
Asset Managment
Finance
l****[email protected]
Ken Schaff
Administrator
Greater Milwaukee Area
Administrator
Independent Financial Advisor
CEO/Administrator
Surgical/Endoscopy Technologist
Operating Room Manager - Petty Officer (HM2)
CEO/Administrator
Executive Director, Ambulatory Surgery Centers
Director, Integration Management
Director, Operations Management
Concordia University-Wisconsin
University of New Orleans
US Naval Education
Recommendations: 0
Hospitals
Operating Room
Healthcare
Healthcare Management
Operations Management
Physician Relations
Physicians
Healthcare Industry
k****[email protected]
Homer Brookshire, PE
Vice President / Senior Sales & Application Engineer
Greater Milwaukee Area
Vice President / Senior Sales & Application Engineer
Senior Sales Engineer - Energy & Automation Division
Financial Advisor
Account Executive
Branch Manager
Automation Sales Manager
President / Owner
Product Manager - Boiler Room Controls
Senior Field Sales Engineer
Paratrooper
Keller Graduate School of Management of DeVry University
University of Wisconsin-Milwaukee
United States Air Force Academy
Recommendations: 0
Manufacturing
Sales Management
Product Development
Management
Engineering
New Business Development
Contract Negotiation
Operations Management
h****[email protected]
Nicholas August
Financial Advisor, Financial Planning Specialist
Greater Milwaukee Area
Financial Advisor, Financial Planning Specialist
Area Recruitment Manager
Student
Marquette University
Recommendations: 0
n****[email protected]
David Cassel
Distribution & Retirement Planning Specialist
Greater Milwaukee Area
Distribution & Retirement Planning Specialist
Administrative Assistant
Personal Assisant
Financial Advisor
Assistant
College Financial Representative
Intern
Apprentice
University of Wisconsin-Milwaukee - School of Business Administration
Recommendations: 0
Asset Allocation
Estate Planning
Finance
Insurance
Life Insurance
Mutual Funds
Securities
Series 63
d****[email protected]
Jamie Delgadillo
Assistant Director Diverse Market Development
Greater Milwaukee Area
Assistant Director Diverse Market Development
Chairman of the Board of Directors
Financial Advisor
Board Member
Business Development Manager
Business Development Manager
Sales
Marketing
Intern
The Aji Network
Marquette University
Pius XI High School
Recommendations: 0
Networking
Finance
Customer Service
Strategic Financial Planning
Marketing
Consulting
Business Development
Strategic Planning
j****[email protected]
Steve Fischer
First Vice President, Financial Advisor
Greater Milwaukee Area
First Vice President, Financial Advisor
UW-Whitewater
Catholic Memorial High School ( CMH )
Recommendations: 0
s****[email protected]
s****[email protected]
David Origenes
Senior Financial Analyst
Greater Milwaukee Area
Senior Financial Analyst
Financial Analyst II
Financial Advisor
Legal Analyst (Tax)
University of Notre Dame
University of Dayton
Saint Louis University
Washington University in St. Louis
Recommendations: 0
Finance
Financial Analysis
Business Intelligence
Valuation
Financial Modeling
Budgets
Strategic Planning
Business Analysis
d****[email protected]
justin krueger
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Advisor
Financial Advisor
Financial Services Professional
Chemist
Wisconsin Lutheran College
Recommendations: 0
Finance
Financial Planning
Financial Services
Fixed Annuities
Insurance
Investments
Risk Management
Strategic Financial Planning
j****[email protected]
Erin Marie Burke
Financial Advisor, Private Wealth Management
Greater Milwaukee Area
Financial Advisor, Private Wealth Management
Board President
Next Generation Council Member
Board Member
GM
University of Wisconsin-Milwaukee
Recommendations: 0
Wealth Management
Strategic Planning
Investments
Finance
e****[email protected]
Irene Hassler
Office Manager
Greater Milwaukee Area
Office Manager
Corporate Office Consultant
Grant Writer/Instructor
Financial Advisor
Alfred University
Recommendations: 0
Microsoft Excel
Customer Service
Microsoft Word
Sales
HTML
Outlook
PowerPoint
Consulting
i****[email protected]
Brian Schellinger
Financial Advisor
Greater Milwaukee Area
Financial Advisor
University of Wisconsin-Oshkosh
Recommendations: 0
b****[email protected]
Jim Cotturone, CFP®, CRPC®
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Officer
College for Financial Planning
Colorado State University
State University of New York College at Brockport
Recommendations: 0
Retirement Planning
Investment Strategies
401k Rollovers
Investments
Asset Allocation
Business Owner Planning
Estate Investment Planning
Financial Advisor
j****[email protected]
Drew Behnke
Account Executive
Greater Milwaukee Area
Account Executive
Financial Advisor
Personal Banker
Business Intelligence Intern
University of Wisconsin-Milwaukee
University of Wisconsin-Sheboygan
Recommendations: 0
d****[email protected]
Glenn Stadler
Company Name
Westbury Bank
Greater Milwaukee Area
Company Name
Westbury Bank
Senior Vice President & Chief Lending Officer
Office President/ Commerical Lending
Business Financial Advisor
Vice President-Commercial Lending
University of Wisconsin-Whitewater
Recommendations: 0
Loans
Commercial Lending
Underwriting
Banking
Cash Management
Mortgage Lending
Commercial Banking
Cash Flow Lending
g****[email protected]
Kathryn Braun
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Wealth Management
Portfolio Adminstration/Trading
Portfolio Adminstration
Recommendations: 0
k****[email protected]
Mary Weins
Controller
Greater Milwaukee Area
Controller
Controller, Financial Advisor
Recommendations: 0
m****[email protected]
Brian Kurth
Financial Advisor
Greater Milwaukee Area
Financial Advisor
University of Wisconsin-Oshkosh
Recommendations: 0
Insurance
Wealth Management
Retirement
b****[email protected]
Nick Deering, MBA, CFP®, CLTC
CERTIFIED FINANCIAL PLANNER™ Professional
Greater Milwaukee Area
CERTIFIED FINANCIAL PLANNER™ Professional
Financial Advisor
Intern
University of Wisconsin-Madison
University of Wisconsin-Milwaukee
Recommendations: 0
Financial Planning
Asset Management
Insurance
Estate Planning
Investments
Wealth Management
Succession Planning
Strategic Financial Planning
n****[email protected]
Debbie Donath
Broker Associate
Greater Milwaukee Area
Broker Associate
Financial Advisor
Financial Advisor
Realtor
Carroll College
Kettle Moraine High School, Wales,WI
Recommendations: 0
Investments
Retirement Planning
Fixed Annuities
Mutual Funds
Life Insurance
Financial Advisory
Portfolio Management
Real Estate
d****[email protected]
John R. Foerster, ChFC®
Investment Advisory Representative, OSJ Branch Manager and Registered Representative
Greater Milwaukee Area
Investment Advisory Representative, OSJ Branch Manager and Registered Representative
Family Budget Counselor
Board Member
Insurances: Life, Long Term Care and Annuities
ElmbrookMen's Advisory Board
Director of ARM, auto repair program
Financial Advisor and Agent
Director of Passages, a divorce recovery program
Technical Specialist
American College
Ottowa Universary
Moody Bible Institute
Milwaukee School of Engineering
Recommendations: 0
j****[email protected]
Barnali Goswami
Vice President, Private Client Advisor - Chase Private Client
Greater Milwaukee Area
Vice President, Private Client Advisor - Chase Private Client
Financial Advisor
Financial Specialist
Licensed Financial Sales Consultant
Assistant Branch Manager
Consumer Banker
University of Wisconsin-Whitewater
Gauhati University
Gauhati University
Recommendations: 0
b****[email protected]
Dan Koth
Vice President / Financial Advisor
Greater Milwaukee Area
Vice President / Financial Advisor
First Vice President/Assistant Controller PWM
Client Accounting Team Leader
Experienced Senior Audit & Operations
University of Notre Dame
Recommendations: 0
Financial Reporting
Financial Analysis
Investments
Strategic Financial Planning
Wealth Management
Business Planning
Corporate Finance
Alternative Investments
d*****@rwbaird.com
Christopher Stetson
Manager, FP&A - North America Home Cleaning Finance
Greater Milwaukee Area
Manager, FP&A - North America Home Cleaning Finance
Lead, FP&A - North America Sales Finance
Lead, FP&A - International Markets
Financial Advisor Associate
University of Wisconsin-Madison - School of Business
Allegheny College
Recommendations: 0
Financial Modeling
Corporate Finance
Finance
Strategic Financial Planning
Competitive Analysis
Leadership
Financial Planning
Analysis
c****[email protected]
Brian Menzel
Senior Financial Servies Rep, Princor Registered Rep, Investment Advisor Rep
Greater Milwaukee Area
Senior Financial Servies Rep, Princor Registered Rep, Investment Advisor Rep
Financial Advisor
Financial Advisor
University of Wisconsin-River Falls
Recommendations: 0
401k
Disability Insurance
Buy-sell Agreements
Deferred Compensation
Key Person Insurance
IRAs
Long Term Care Insurance
Asset Allocation
b****[email protected]
Gary Dunco CFA CFP® CRPC® APMA
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Advisor
University of Wisconsin-Milwaukee
College for Financial Planning
Recommendations: 0
g****[email protected]
Diane Byrne, CFP®
Lifetime Planning Financial Advisor
Greater Milwaukee Area
Lifetime Planning Financial Advisor
VP of Marketing
AVP, Mutual Funds Operations Manager
University of Wisconsin-La Crosse
Milwaukee Madison High School
Recommendations: 0
d*****@ellenbecker.com
Lynn Pavlic
Financial Advisor
Greater Milwaukee Area
Financial Advisor
University of Wisconsin-Milwaukee
Recommendations: 0
p****[email protected]
Scott Cayo
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Customer Service Represenative
Home Energy Advisor
Edgewood College
Lake Mills High School
Recommendations: 0
Marketing
Customer Service
Time Management
Public Speaking
Leadership
Microsoft Office
Microsoft Excel
Strategic Planning
s****[email protected]
Al Timm, LUTCF, CITRMS
Pres-TFM BENEFIT GRP.(Serving Co's Benefit Needs Over 40yrs. & Independent Assoc.
Greater Milwaukee Area
Pres-TFM BENEFIT GRP.(Serving Co's Benefit Needs Over 40yrs. & Independent Assoc.
President & Owner @ Al Timm Insurance Associates Inc.
Financial Advisor, Retired
Exec. Vice Pres./Co-Owner
Insurance Agent
Lowell K - 12th Grade Country School
Purdue University
Penticostal House of Prayer Church
Penticostal House of Prayer Church
The American College
United States Army
Milwaukee Area Technical College
Mayville High School
German Grade School
Recommendations: 0
Identity Theft
Employee Benefits
Retirement
Equity Indexed Annuities
Small Business Marketing
Term Life Insurance
Small Business
Brokers
a****[email protected]
Gordon Knuth
First Vice President Financial Advisor
Greater Milwaukee Area
First Vice President Financial Advisor
Sports Official
University of Wisconsin-Milwaukee
Concordia University-Wisconsin
Cedarburg High School
Recommendations: 0
g****[email protected]
Karen Arenz
Financial Advisor
Greater Milwaukee Area
Financial Advisor
President
General Manager
Assistant Manager
Milwaukee Area Technical College
Recommendations: 0
k****[email protected]
k****[email protected]
Angela Krause Lane, CFP®
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Preferred Client Representative
Mount Mary University
Recommendations: 0
a****[email protected]
a****[email protected]
Peter Locher
Educator
Greater Milwaukee Area
Educator
Financial Representative
Junior Trade Associate
FA
Financial Advisor
Business Development Intern
Campus Marketing Director
University of Wisconsin-Milwaukee - School of Business Administration
UW-Milwaukee
chs
Recommendations: 0
Email Marketing
Social Media Marketing
Direct Marketing
Marketing Communications
Copywriting
Sales
Operations Management
Compliance
p****[email protected]
p****[email protected]
Keith Farr
Desktop Support @ Kohl's Department Stores
Greater Milwaukee Area
Desktop Support @ Kohl's Department Stores
Hardware support consultant for Aurora Health Care
Quality Control
Technical Consultant
Independent Computer Consultant
Financial Advisor
Loan Servicing Rep Sr
Customer Service Rep
Courier
PC ProSchools
University of Phoenix
College of Lake County
Illinois State University
Recommendations: 0
Active Directory
XP
Computer Hardware
TCP/IP
Software Installation
DHCP
Networking
Microsoft Certified...
k*****@wi.rr.com
Anne Fahser
CRPC® Senior Financial Advisor
Greater Milwaukee Area
CRPC® Senior Financial Advisor
Recommendations: 0
a****[email protected]
Glenn McCullough
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Regional Sales Director
Regional Sales Manager
Sales
Regional Sales Director
Managing VP
Florida International University
Recommendations: 0
g****[email protected]
g****[email protected]
William R. Sommers, CFP®
Financial Advisor, Certified Financial PlannerTM practioner
Greater Milwaukee Area
Financial Advisor, Certified Financial PlannerTM practioner
Financial Advisor
University Of Wisconsin - Whitewater
Wauwatosa East High School
Recommendations: 0
Social Media
Ethical character
Education Planning
Community Service
Ability to Listen
w****[email protected]
David Christensen
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Adviser
Registered Representative
University of Wisconsin-Madison
Recommendations: 0
Retirement Planning
Investments
Strategic Financial Planning
Wealth Management
Series 7
Mutual Funds
Retirement
Fixed Annuities
d****[email protected]
Daniel Fax
Financial Consultant
Greater Milwaukee Area
Financial Consultant
Financial Advisor
Marquette University
Recommendations: 0
d****[email protected]
Jason Ganiere
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Police Sergeant
Labor Consultant
Northwestern University
University of Wisconsin-Milwaukee
University of Wisconsin-Milwaukee
University of Wisconsin-Milwaukee
Recommendations: 0
g****[email protected]
j****[email protected]
William Schnepp, LUTCF
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Financial Advisor
Financial Advisor
Financial Advisor
Project Manager
President
Estimator
Equity Options Trader
University of Wisconsin-Milwaukee
Carroll College
Wauwatosa West
Recommendations: 0
Retirement
Securities
Portfolio Management
Insurance
Investments
Strategic Financial...
Employee Benefits
Sales
w****[email protected]
Cory Johnson, CLU
Compliance Training & Process Management Officer
Greater Milwaukee Area
Compliance Training & Process Management Officer
Anti-Money Laundering Officer
Director Education and Development
Associate Financial Advisor
Director of New Business
Director of Client Relations
Director of Network Office Supervision
Technology Coordinator
Sales & Service; Representative Trainer
Marketing/Administrative Assistant
The American College
Marquette University, College of Communication
Marquette University, College of Communication
Whitefish Bay Highschool
Recommendations: 0
Sales Skills Training
Group Presentations
Presentation Coaching
Securities
Supervisory Skills
Compliance
Insurance
Public Speaking
c****[email protected]
Todd Marescalco, AAMS
Senior Vice President / Chief Operating Officer
Greater Milwaukee Area
Senior Vice President / Chief Operating Officer
Vice President / Wealth Management Consultant
Financial Advisor
Financial Advisor
UW Oshkosh
Recommendations: 0
Strategic Financial Planning
Strategic Planning
Estate Planning
Wealth Management
Investments
Risk Management
Finance
Retirement Planning
t****[email protected]
Craig Vento
Financial Advisor
Greater Milwaukee Area
Financial Advisor
Private Client Advisor - Vice President Investments
Financial Advisor - Advisor Coach
University of Wisconsin-Milwaukee
Recommendations: 0
c****[email protected]
Justin Dahl
Vice President / Strategy & Sales Manager
Greater Milwaukee Area
Vice President / Strategy & Sales Manager
Institutional Investment Sales
Financial Advisor
Commercial Client Services
University of Wisconsin-Milwaukee
Recommendations: 0
