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Certified Financial Planners in Wisconsin

Certified Financial Planners in Appleton, WI

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Here is a complete list of nearly every professional Certified Financial Planners in Appleton, WI.

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12 results found

Bjorn Olson Appleton, WI

Professions & Specialties

Certified Financial Planner • Financial Planner • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Sales Person • Client Service Officer • Sales Representative • Customer Service • Data Entry Specialist • Data Scientist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Security • Financial Manager

Experience & Education

Position:
Trust Specialist at Johnson Bank, Registered Brokerage Sales Assistant IV at Johnson Investment...
Title:
Trust / Brokerage Sales Assistant
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Johnson Bank - AppletonTrust Specialistsince Sep 2010Johnson Investment Services / INVEST Financial - Appleton, WIRegistered Brokerage Sales Assistant IVsince May 2007
Skills:
Investment Products, Mutual Funds, Financial Planning, Trust Management, Agency Agreements, IRA's,...
Full Profile

Heidi Davies Appleton, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Administrative Associate • Administrative Clerk • Clerical Specialist • Sports Nutritionist • Certified Nurse Aide • Wellness and Fitness • Dietitian • Nurse • Nurse Practitioner • Financial Manager • Managers • Operations Manager • Information Technology Specialist • IT Specialist • Human Resource Manager • Recruitment • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Distributor at Shaklee Independent Distributor, Administrative Assistant for Husband Al ...
Title:
Administrative Assistant for Husband Al Davies, CFP, FIC at Thrivent Financial for Lutherans
Location:
Appleton, Wisconsin
Industry:
Health, Wellness and Fitness
Work history:
Shaklee Independent Distributor Independent Distributorsince Mar 2012Thrivent Financial for Lutherans - Appleton WIAdministrative Assistant for Husband Al Davies, CFP, FICsince Jan 2008
Full Profile

Della Tipler Appleton, WI

Professions & Specialties

Puchasing and Estimating Manager • Administrative Associate • Butler • Administrative Clerk • Clerical Specialist • Personal Care Aide • Chief Executive Officer • Corporate Executive • Chief Executive • General Counsel • Of Counsel • Jurist • Legal Counsel • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Office Clerk • Marketing Manager • Deputy Manager • Management Team Executive • Operations Manager • Financial Manager • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Beautician • Health Professional • Health Practitioner

Experience & Education

Position:
Administrative Assistant at ThedaCare
Location:
Appleton, Wisconsin
Industry:
Executive Office
Work history:
ThedaCare Administrative AssistantAppleton Papers - Appleton, WIAdministrative Assistant - EH&PSSep 2009 - Sep 2012
Skills:
Event Planning, Non-profits, Fundraising, Public Speaking, Event Management, Volunteer Management,...
..of the Consolidated Field Platform,CFP,
Full Profile

Matt Schutte Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Technical Specialist • Technical Support Specialists • Field Marketing Specialist • Marketing Administrator • Bachelor of Science • Information Systems Analyst • IT Analyst • Workforce Development Specialist • Training and Development • Director of Contracts • Purchasing Managers • Marketing Manager • Financial Manager

Experience & Education

Position:
Investment Associate at BMO Harris Financial Advisors, Inc.
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
BMO Harris Financial Advisors, Inc. Investment Associatesince Jun 2011Edward Jones Financial AdvisorMar 2010 - Jun 2011
CFP Education Program
Full Profile

Peter Kerntke Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Partner • Chief Executive • Financial Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Partner at Kerntke Otto McGlone Wealth Management Group
Location:
Appleton, Wisconsin
Industry:
Investment Management
Work history:
Kerntke Otto McGlone Wealth Management Group - Appleton, WISenior Partnersince Feb 2007Ameriprise Financial Services, Inc. Financial AdvisorSep 1986 - Feb 2007
Cambridge CFP Designees
Full Profile

Janessa Widzinski Appleton, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service • Sales Support • Sales Agent • Sales Representative • Services Professional • Sales and Service Specialist • Bachelor of Science • Computer Software Professional • Software Developers • Team Member • Financial Manager

Experience & Education

Title:
Account Executive
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Zywave - Greater Milwaukee AreaAccount ExecutiveJan 2013 - Mar 2013Schneider National - Green Bay, Wisconsin AreaSales Account ExecutiveApr 2012 - Jan 2013
Certifications:
Series 7, FINRA
Series 63, FINRA
Full Profile

Keena Allison Appleton, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Paralegal • Litigation Support Specialist • Senior Paralegal • Counselor • Advisor

Experience & Education

Work

Company:
Thrivent financial - Appleton, WI
Paralegal
Company:
Sumnicht & associates - Appleton, WI
Wealth adviser

Skills

Legal Research, Accounting, Financial Planning, Financial Planning software, Project Management,...
Full Profile

Julie Carter Appleton, WI

Professions & Specialties

Personal Financial Planner • Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Customer Service • Client Service Officer • Financial Manager • Pilot • Air Transportation Worker

Experience & Education

Work

Company:
Wellpoint inc - Fond du Lac, WI
Customer service representative ii
Company:
At&t
Customer service representative/maintenance administrator
Full Profile

Joseph Bielinski Appleton, WI

Professions & Specialties

Non-Profit • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Financial Manager • Chief Executive

Experience & Education

Office:
Menn Law Firm, Ltd.
2501 East Enterprise Avenue, Appleton, WI 54912
Phone:
(920) 731-6631 (Phone), (920) 560-4752 (Fax)
Specialties:
Estate Planning, Probate
ISLN:
909033994
Admitted:
1977, Wisconsin and U.S. District Court, Eastern and Western Districts of Wisconsin, 1980, U.S. Tax Court
Full Profile

Jack Frick Austin, TX

Professions & Specialties

Chairperson • Owner • Chief Executive • Author • Instructor • Pedagogue • Sports Trainer • Sports Trainers • Presenter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Personal Care Aide • Psychology Specialist

Experience & Education

Position:
Owner at Jack Frick & Associates, Author/Instructor/Coach - Insurance Licensing and Continuing...
Title:
President at Jack Frick & Associates
Location:
Austin, Texas Area
Industry:
E-Learning
Work history:
Jack Frick & Associates Ownersince Oct 2009Consulting Activities - United StatesAuthor/Instructor/Coach - Insurance Licensing and Continuing Educationsince Sep 2009
CFP CE
Full Profile

Deb Gussert Minneapolis, MN

Professions & Specialties

Puchasing and Estimating Manager • Director • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Director, Financial Planning at Thrivent Financial for Lutherans
Title:
Director, Financial Planning
Location:
Greater Minneapolis-St. Paul Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Appleton, WIDirector, Financial Planningsince Nov 2006Ameriprise Financial Director, Financial Planning TrainingJun 1992 - Sep 2006
Skills:
Retirement Planning, Strategic Financial Planning, Saving for Education, Budgets, Retirement,...
CFP
Full Profile

Hienz Bill Milwaukee, WI

Professions & Specialties

Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Advisor

Experience & Education

Position:
Senior Vice President at Robert W. Baird & Co., Inc
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co., Inc Senior Vice Presidentsince Jan 2000A.G. Edwards - Brookfield, WIVice PresidentMar 1990 - Jan 2000
Certified Financial Planner Board of Standards
Full Profile

Certified Financial Planners near Appleton, WI0714212835Green BayOshkoshDe PereGreenvilleNeenah


Certified Financial Planners around Appleton, WI

De Pere  (2)
Green Bay  (34)
Greenville  (2)
Neenah  (1)
Oshkosh  (24)

Certified Financial Planners in Wisconsin

Sub-specializations