Professional Background CheckInformation on professionals, their work history and resumes

Find Professionals

Certified Financial Planners in Wisconsin

Certified Financial Planners in Green Bay, WI

Find a professional & check records

Here is a complete directory of most experienced Certified Financial Planners in Green Bay, WI.

The Trustoria Professional Directory provides everyone with all the resources needed to know the best professional for every need.

Be sure to look at other towns near Green Bay, WI to locate the names of more service providers.

34 results found

Mike Johnson Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Financial Manager

Experience & Education

Position:
Investment Advisor, Certified Financial Planner at Johnson Wealth Management
Title:
Certified Financial Planner, Johnson Wealth Management
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
Johnson Wealth Management - Green Bay, Wisconsin AreaInvestment Advisor, Certified Financial Plannersince Jul 1988
Full Profile

Doug Gjerde Green Bay, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Partner • Director • Financial Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner • Agent • Sales Agent • Sales Representative • Advisor • Representative • Medical Practitioner

Experience & Education

Position:
Partner, Financial Advisor at Hanson Financial Services
Title:
CFP®, MBA
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
Hanson Financial Services Partner, Financial Advisorsince Jul 2006University of Wisconsin-Green Bay Director, Small Business Development CenterAug 1996 - Jun 2006
Full Profile

Craig Siminski Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Equity Design Group
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
Equity Design Group Certified Financial Planner
Full Profile

Bernard Vaneperen Green Bay, WI

Professions & Specialties

Certified Financial Planner • Financial Services Professional • Puchasing and Estimating Manager • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner & Financial Services Representative at Groeschl Strategic Wealth...
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Groeschl Strategic Wealth Management Group - an office of MetLife Certified Financial Planner & Financial Services Representativesince Sep 2008ValMark Securities Certified Financial PlannerSep 2007 - Jan 2009
Full Profile

Jeffrey Jansen Green Bay, WI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Services, Inc., Financial Advisor, Certified Financial...
Title:
Financial Advisor, Certified Financial Planner at An Ameriprise Platinum Financial Services practice
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince Jun 1992An Ameriprise Platinum Financial Services practice Financial Advisor, Certified Financial Plannersince May 1992
Full Profile

Kevin Kenneally Green Bay, WI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Chief Executive • Marketing Manager • Master of Science • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Financial Advisor, Certified Financial Planner® at Morgan Stanley Weath Management
Title:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Morgan Stanley Weath Management - Green Bay, Wisconsin Area, United StatesFinancial Advisor, Certified Financial Planner®since Jun 2010Merrill Lynch - Green Bay, Wisconsin Area, United StatesFinancial AdvisorJul 2000 - Jun 2010
Certifications:
CFP®, Certified Financial Planning Board
Full Profile

Rick Holewinski Green Bay, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Title:
CFP®, CRPC®, Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial - Green Bay, WIFinancial Advisorsince Oct 1990
Full Profile

Kitsy Baumgartner Green Bay, WI

Professions & Specialties

Certified Financial Planner • Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at GDI Planning, LLC
Title:
Certified Financial Planner at Journey Financial, LLC
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
GDI Planning, LLC Certified Financial Plannersince Jan 2010M&I Financial Advisors Senior Financial Advisor/Certified Financial PlannerApr 1987 - Apr 2009
Full Profile

Jerry Ganz Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Financial Manager • Management Team Executive • Operations Manager • Region Manager • Owner • Chief Executive • Area Manager • Managers • Non-Profit

Experience & Education

Position:
Certified Financial Planner at Jerry Ganz & Associates
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Jerry Ganz & Associates Certified Financial Plannersince 1990NEW Lutheran High School Board MemberJul 2006 - 2010
Skills:
Written Financial Plans with strategies and the tracking of them for success
Full Profile

Richard Holewinski Green Bay, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CFP, CRPC, Senior Financial Advisor at Ameriprise Financial Services, Inc.
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Full Profile

Kristin O'connell Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • District Manager • Region Manager • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
District Manager, CERTIFIED FINANCIAL PLANNER, TM at Catholic Financial Life
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Catholic Financial Life - Green Bay, Wisconsin AreaDistrict Manager, CERTIFIED FINANCIAL PLANNER, TMsince Feb 2004
Full Profile

Ryan Wempe Green Bay, WI

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP - VP at Financial Planning & Information Services, Inc., Financial Planner - VP at...
Title:
Financial Planner - VP at Financial Planning & Information Services, Inc.
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Financial Planning & Information Services, Inc. CFP - VPsince Jun 2002Financial Planning & Information Services, Inc. Financial Planner - VPsince Jun 2002
Full Profile

Thomas Zoeller Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner; EA at De Pere Business Center, LLC/Back to Basics Income Tax Seminars; Certified Financial Planner; EA at De Pere Business Center, LLC
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Full Profile

Geraldine Ganz Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Owner • Chief Executive

Experience & Education

Title:
Certified Financial Planner at Jerry Ganz & Associates
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Full Profile

Kristin Noskowiak Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CERTIFIED FINANCIAL PLANNER, TM at Custom Concepts Financial Group
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Custom Concepts Financial Group CERTIFIED FINANCIAL PLANNER, TMsince Feb 2004
Full Profile

Pravin Shah Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Partnership Financial Network
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Partnership Financial Network CFP
Full Profile

Jeff Kinziger Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
CFP at Smith Barney
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Smith Barney CFP
Full Profile

Ryan Wempe Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Financial Planning & Information Services, Inc.
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Financial Planning & Information Services, Inc. Certified Financial Planner
Full Profile

Al Hicks Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
CFP at Summit Planning Group, Owner at Summit Planning Group, LLC
Title:
Owner, Summit Planning Group, LLC
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Summit Planning Group CFPSummit Planning Group, LLC Owner
Full Profile

Jon Mommaerts Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
Certified Financial Planner at Mommaerts Mahaney Financial
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Full Profile

Eric Pelnar Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER(TM) PROFESSIONAL at SII Investments
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Full Profile

Tony Krance Green Bay, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Owner • Chief Executive • Investor • Planner • Counselor • Advisor • Guide • Tour Guide • Educator • Education Professional • Instructor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sports Trainer • Sports Trainers • Operations Manager • Sales Representative

Experience & Education

Position:
Independent Fiduciary | 401k Plan Strategist | Investor Coach|Matson Money at 401k Plan Advisors,...
Title:
Independent Fiduciary | 401k Plan Strategist | Retirement Plan & Financial Advisor | President & Owner
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
401k Plan Advisors - Green Bay, Wisconsin AreaIndependent Fiduciary | 401k Plan Strategist | Investor Coach|Matson Moneysince Sep 2005401k Plan Advisors - Green Bay, Wisconsin AreaRetirement Planner & Educator | Investment & Financial Advisor | Fee only Financial Advisorsince Sep 2005
Skills:
Portfolio Management, Asset Management, 401k, Financial Planning, Retirement, Investments, ERISA...
Certifications:
CERTIFIED FINANCIAL PLANNER, CFP Board
Cash Balance Consultant, Kravitz Inc.
Full Profile

Wendy Roffers Green Bay, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Financial Manager • Master of Science • Computer Software Professional • Software Developers • Office Clerk • Clerical Specialist • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Financial Advisor, Vice President - Investments at Wells Fargo Advisors
Title:
Financial Advisor, Vice President - Investments at Wells Fargo Advisors, LLC
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Green Bay, Wisconsin AreaFinancial Advisor, Vice President - Investmentssince Jun 2003Smith Barney Financial ConsultantAug 2000 - Jun 2003
Skills:
Investment Strategies, Budget Preparation, Insurance Planning, Retirement Planning, Investments,...
Certified Financial Planner
Full Profile

Susan Zurawski Green Bay, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Financial Planner • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Human Relations Professor • Psychology Professors • Fashion Designer • Financial Manager

Experience & Education

Position:
Senior Financial Advisor at Ameriprise Financial Advisors
Title:
Senior Financial Advisor An Ameriprise Platinum Financial Services practice
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Senior Financial Advisorsince Jun 1987
Skills:
Personal financial planning for retirement, investments, protection planning/family securiety,...
CFP
Full Profile

Randy Stary Green Bay, WI

Professions & Specialties

Puchasing and Estimating Manager • Vice President • Chief Executive • Counselor • Philanthrope • Advisor • Non-Profit • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Operations Manager • Sales Representative

Experience & Education

Position:
Trustee at Catholic Charities, Sr. Vice President & Sr. Investment Consultant at Robert W. Baird
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Catholic Charities Trusteesince Jan 2006Robert W. Baird Sr. Vice President & Sr. Investment Consultantsince Aug 1985
Skills:
We use a consulting approach to identify strategies that provide a consistent investment experience ...
..my MBA from UW-Milwaukee and my CFP
Full Profile

Evan Lin Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Managing Member • Manager • Operations Manager • Law Specialist • Lawyers • Financial Manager • Juris Doctor • Bachelor of Business Administration • Team Member

Experience & Education

Position:
Attorney / Managing Member at Lin.Liebmann.Wied LLC
Location:
Green Bay, Wisconsin Area
Industry:
Legal Services
Work history:
Lin.Liebmann.Wied LLC - Green Bay, Wisconsin AreaAttorney / Managing Membersince Feb 2013Stellpflug Law, s.c. Attorney / ShareholderJun 2000 - Jan 2013
Full Profile

Jesse Bell Green Bay, WI

Professions & Specialties

Chairperson • Chief Executive • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President at Bell Financial
Title:
President, Bell Financial
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Bell Financial Presidentsince Aug 1996
Certified Financial Planner,CFP,
Full Profile

Jon Mommaerts Green Bay, WI

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Owner • Chief Executive • Financial Manager • Founding Member

Experience & Education

Position:
Owner at Mommaerts Mahaney Financial Services, LLC
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Mommaerts Mahaney Financial Services, LLC Owner
Skills:
Retirement planning, risk management, asset allocation, tax planning
Certified Financial Planner 1997
Full Profile

Jess Siler Green Bay, WI

Professions & Specialties

Banker • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Sales Person • Sales Representative • Purchasing Manager • Purchasing Managers • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Mathematics • Mathematician • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Sales Assistant at S&S Motors
Title:
Management/Purchasing/Finance/Banking/Sales
Location:
Green Bay, Wisconsin Area
Industry:
Automotive
Work history:
S&S Motors Sales Assistantsince Aug 2009Schneider National Purchasing ManagerNov 2005 - Apr 2009
Full Profile

Sharon Rentmeester Green Bay, WI

Professions & Specialties

Vice President • Chief Executive • Sales Manager • Relationship Manager • Account Service Manager • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Customer Service

Experience & Education

Position:
Vice President & Relationship Manager at BMO Retirement Services a part of BMO Financial Group
Title:
Vice President & Relationship Manager with BMO Retirement Services
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
BMO Retirement Services a part of BMO Financial Group Vice President & Relationship Managersince 1987Associated Bank Account CoordinatorFeb 1979 - Mar 1987
CFP Certification Professional Education Program
Full Profile

Shelley Goerdt Green Bay, WI

Professions & Specialties

Investment Analyst • Owner • Chief Executive • Instructor • Pedagogue • Tax Consultant • Tax Accountant • Financial Manager • Operations Manager • Financial Analyst

Experience & Education

Position:
Owner/Instructor at Shelley Goerdt Studio of Music
Location:
Green Bay, Wisconsin Area
Industry:
Music
Work history:
Shelley Goerdt Studio of Music Owner/Instructorsince Aug 2008RSM McGladrey Tax Specialist - Trust & EstatesNov 1998 - May 1999
Certified Financial Planner,CFP,
Full Profile

Lon Mishler Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Owner • Chief Executive • Counselor • Advisor • Financial Manager

Experience & Education

Position:
Owner at Fin Plng & Info Svcs, Inc
Title:
Owner, Fin Plng & Info Svcs, Inc
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
Fin Plng & Info Svcs, Inc OwnerManistique Papers Consultant1990 - 2009
CFP
Full Profile

Tron Meissner Green Bay, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Sales Representative • Financial Manager

Experience & Education

Position:
Relationship Manager at Pioneer Credit Union
Location:
Green Bay, Wisconsin Area
Industry:
Banking
Work history:
Pioneer Credit Union Relationship Managersince Oct 2005Industrial and Commercial Bank of China - Bangkok, ThailandSection head - FOREX Trading divisionSep 2000 - Mar 2001
Skills:
Money Market
Certified Financial Planning,CFP
Full Profile

Michael Cfp Green Bay, WI

Professions & Specialties

Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Advisor • Representative • Counselor • Business Administrator • Financial Manager • Operations Manager • Customer Service

Experience & Education

Work

Company:
Thrivent financial
Suitability principal
Company:
Thrivent financial - Appleton, WI
Advanced annuity specialist

Skills

FINRA Series 6
FINRA Series 7
FINRA Series 24
FINRA Series 63
FINRA Series...
Full Profile

Certified Financial Planners near Green Bay, WI036912AppletonSheboyganSturgeon BayDe PereGreenvilleNew FrankenNeenah


Certified Financial Planners around Green Bay, WI

Appleton  (12)
De Pere  (2)
Greenville  (2)
Neenah  (1)
New Franken  (1)
Sheboygan  (7)
Sturgeon Bay  (3)

Certified Financial Planners in Wisconsin

Sub-specializations