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Certified Financial Planners in Wisconsin

Certified Financial Planners in Madison, WI

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81 results found

Jay Hinkens Madison, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Industrial Engineer

Experience & Education

Position:
Certified Financial Planner(TM) Professional at Point B Wealth Advisors
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Point B Wealth Advisors Certified Financial Planner(TM) Professionalsince Nov 2009Harbour Investments Registered Rep2007 - 2011
Skills:
Retirement Planning, Retirement, Strategic Financial Planning, Financial Planners, Insurance,...
Full Profile

Lashell Lentz Madison, WI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Assistant Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Advisor • Agent • Sales Representative • Retail Salesperson

Experience & Education

Position:
Assistant Vice President, Financial Advisor at M&I Bank
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
M&I Bank Assistant Vice President, Financial Advisorsince Nov 2009UBS CFP®, Account Vice PresidentAug 1996 - Nov 2009
Full Profile

Elaine Rich Madison, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Managing Member • Vice President • Manager • Operations Manager • Financial Manager • Chief Executive • Advisor • Business Administrator • Independent Contractor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Author • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners

Experience & Education

Position:
Managing Member, CFP® at EnRich Financial Partners
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
EnRich Financial Partners Managing Member, CFP®since 2003E.M. Beckett & Associates Sole Proprietor2000 - 2003
Full Profile

David Muehl Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager • Bachelor of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Certified Financial Planner at Merrill Lynch
Title:
Certified Financial Planner
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
Merrill Lynch Certified Financial Plannersince Apr 2000
Skills:
Certified Financial Planner certificant (CFP), Chartered Retirement Planning Counselor (CRPC)
Full Profile

Thomas Haunty Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Representative • Advisor • Team Member • Bachelor of Business Administration

Experience & Education

Position:
Senior Partner / Certified Financial Planner™ professional at North Star Resource Group
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
North Star Resource Group Senior Partner / Certified Financial Planner™ professionalsince Sep 1982
Skills:
PERSONAL FINANCIAL PLANNING - for individuals and families, BUSINESS BENEFIT PLANNING - for...
Full Profile

Dave Muehl Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Title:
Certified Financial Planner
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Full Profile

Darrell Behnke Madison, WI

Professions & Specialties

Estate Planner • Certified Financial Planner • Puchasing and Estimating Manager • Senior Vice President • Financial Manager • Vice President • Chief Executive • Leader • Supporting Member • Managers • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Senior Vice President, Market Leader, Madison, The Private Client Reserve at U.S. Bank
Title:
Experienced estate planner and accountant skilled at providing financial advice.
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
U.S. Bank - Madison, WisconsinSenior Vice President, Market Leader, Madison, The Private Client Reservesince Nov 1990Ross & Stevens, S.C. Associate1988 - 1990
Skills:
Personal Financial Planning, Personal Trust Administration, Wealth Management, Estate Planning,...
Full Profile

Jeff Collins Madison, 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 • Chairperson • Chief Executive Officer • Financial Manager • Chief Executive • Corporate Executive • Advisor

Experience & Education

Position:
President at Financial Services Center, Inc
Title:
CFP®, CLU & President at Financial Services Center, Inc
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Financial Services Center, Inc Presidentsince Dec 1999Mutual of Omaha General Manager/Financial AdvisorMar 1980 - Dec 1999
Full Profile

Jeff Stofiel Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Vice President • Chief Executive Officer • Operations Manager • Financial Manager • Chief Executive • Corporate Executive • Fisher • Leader • Crewman • Managers • Team Member

Experience & Education

Title:
Manager of Contracts at Thermo Fisher Scientific
Location:
Madison, Wisconsin Area
Industry:
Pharmaceuticals
Work history:
Honeywell Customer Account Leader1997 - 2009PFM Financial Planning Specialist1996 - 1997
Skills:
Contract Management, Pricing, Energy, Six Sigma, Manufacturing, Process Improvement, Business...
CFP
Full Profile

Brent Kimbel Madison, 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 • Agent • Sales Representative • Financial Manager

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial Services, Inc.
Title:
Financial Advisor at Ameriprise Financial
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Certified Financial Plannersince 1998A.G. Edwards & Sons, Inc. Investment Broker1995 - 1998
Skills:
Strategic Financial Planning, Investments, Life Insurance, Finance, Financial Advisory, Public...
Full Profile

Brent Schneider Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Oarsman Capital Inc
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
Oarsman Capital Inc CFP
Skills:
Investments, Financial Analysis
Full Profile

Adam Norris Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Information Technology Specialist • IT Specialist • Representative • Computer Software Professional • Software Developers • Analyst • Analysts • Sales Person • Sales Representative • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Property Manager • Real Estate Manager

Experience & Education

Position:
Application Manager at Epic
Location:
Madison, Wisconsin Area
Industry:
Information Technology and Services
Work history:
Epic - Verona, WIApplication Managersince Mar 2010John Hancock Life Insurance Company (U.S.A.) Financial RepresentativeJul 2009 - Feb 2010
Skills:
Investments, Asset Management, Financial Services, Market Research, Marketing, Sales, Real Estate,...
Certifications:
Resolute Hospital Billing, Epic
Resolute Professional Billing, Epic
Full Profile

Adam Norris Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Information Technology Specialist • IT Specialist • Representative • Project Managers • Computer Software Professional • Software Developers • Analyst • Managers • Analysts • Client Service Officer • Sales Person • Sales Representative • Bachelor of Science • Accounting Bookkeeper • Bookkeeper • Market Research Analyst • Property Manager • Real Estate Manager

Experience & Education

Position:
Application Manager at Epic
Location:
Madison, Wisconsin Area
Industry:
Information Technology and Services
Work history:
Epic - Verona, WIApplication Managersince Mar 2010John Hancock Life Insurance Company (U.S.A.) Financial RepresentativeJul 2009 - Feb 2010
Skills:
Investments, Asset Management, Financial Services, Market Research, Marketing, Sales, Real Estate,...
Certifications:
Resolute Hospital Billing, Epic
Resolute Professional Billing, Epic
Full Profile

Brent Schneider Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Manager

Experience & Education

Position:
CFP at Oarsman Capital Inc
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
Oarsman Capital Inc CFP
Skills:
Investments, Financial Analysis
Full Profile

Aaron Zimmer Madison, 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 • Manager • Financial Manager • Operations Manager • Managers

Experience & Education

Position:
Financial Advisor at Ameriprise Financial Advisors
Title:
Certified Financial Planner with Jahn, Busche, Davis and Dallen
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Advisors Financial Advisorsince Oct 2002Ameriprise Financial Manager2004 - 2006
Skills:
Personal financial planning for retirement income strategies, estate planning strategies, tax...
Full Profile

Lauri Droster Madison, WI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Senior Vice President • Vice President • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Supervisor • Managers

Experience & Education

Position:
Senior Vice President, Financial Advisor at RBC Wealth Management
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
RBC Wealth Management Senior Vice President, Financial Advisorsince Sep 1992First Wisconsin Bank Trust Securities SupervisorAug 1986 - Sep 1992
Full Profile

Randall Sweet Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor, MBA, CFP (R), ChFC (R), CRPC (R), CERTIFIED FINANCIAL PLANNER (TM) practitioner...
Title:
Financial Advisor at Ameriprise Financial
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisor, MBA, CFP (R), ChFC (R), CRPC (R), CERTIFIED FINANCIAL PLANNER (TM) practitionersince 2002
Full Profile

Carol Skorupan Madison, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Certified Public Accountant • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Assistant Vice President • Financial Manager • Vice President • Chief Executive • Advisor

Experience & Education

Position:
Financial Advisor, Associate Vice President at Ameriprise Financial Services, Inc.
Title:
MBA, CPA, PFS, CFP
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. - Middleton, WIFinancial Advisor, Associate Vice Presidentsince Jan 2009UBS Financial Services Inc CPA/Financial Advisor2004 - 2009
Full Profile

Gerry Klump Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Agent • Sales Representative • Financial Manager • Chief Executive • Operations Manager • Advisor

Experience & Education

Position:
Principal at SVA, Certified Public Accountants, S.C.
Title:
Principal at SVA
Location:
Madison, Wisconsin Area
Industry:
Accounting
Work history:
SVA, Certified Public Accountants, S.C. Principalsince Jan 1990SVA Principal1990 - 2012
Certifications:
Certified Financial Planner, College for Financial Planning Denver Colorado
Certified Healthcare Business Consultant, Institute of Certified Public Business Consultants
Full Profile

Tim Neuenschwander Madison, WI

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER professional at Neuenschwander Asset Management, LLC
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Jeffery Wirth Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Tax Preparer • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Owner • Co-Owner • Financial Manager • Chief Executive

Experience & Education

Position:
Owner at Jeffery J. Wirth CFP, Tax Preparer at Wirth Tax Services, Co Owner at Wall Street Gallery...
Title:
Certified Financial Planner and Tax Preparer at Wirth Tax Services
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Jeffery J. Wirth CFP OwnerWirth Tax Services Tax Preparersince Jan 2009
Full Profile

Aron Zimmer Madison, WI

Professions & Specialties

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

Experience & Education

Title:
Certified Financial Planner with Jahn, Busche, Davis and Dallen
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Elaine Rich Madison, WI

Professions & Specialties

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

Experience & Education

Title:
Managing Member, CFP at EnRich Financial Partners
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Dara Kobylarz Madison, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Compliance Officer • Bank Examiner • Finance and Accounting Specialist • Financial Compliance Examiner • Auditor • Accounting Bookkeeper • Bookkeeper • Director of Quality Control • Compliance Manager • Financial Manager • Community Service Manager

Experience & Education

Position:
Compliance Officer at State of Wisconsin Investment Board
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
State of Wisconsin Investment Board Compliance Officersince Jan 2011RMR Financial Advisors LLC CFP® Financial AdvisorMar 2005 - Jan 2011
Skills:
Legal Research, Policy, Compliance Procedures, Derivatives Trading, Charles River IMS, Legal...
Full Profile

Gary Heidemann Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Chairperson • Vice President • Chief Executive • Financial Manager • Model

Experience & Education

Position:
President at Gary Heidemann Consulting & ALM Services
Title:
Consulting & ALM Services
Location:
Madison, Wisconsin Area
Industry:
Banking
Work history:
Gary Heidemann Consulting & ALM Services Presidentsince 2010Farin & Associates V.P. Training/Education2003 - 2009
CFP Monitoring & Stress Testing
Full Profile

Nick Alsteen Madison, WI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Lecturer • Postsecondary Teacher • Financial Manager

Experience & Education

Position:
Associate Financial Advisor at practice of Andrew L. Hager CFP®, franchisee, Ameriprise...
Title:
Associate Financial Advisor in the practice of Andrew L. Hager, franchisee, Ameriprise Financial Services
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Practice of Andrew L. Hager CFP®, franchisee, Ameriprise Financial Services Associate Financial Advisorsince Nov 2007University of Wisconsin Guest Lecturer, Course Administrator2005 - 2007
Full Profile

Brett Bauch Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Owner/Certified Financial Planner at Midwest Capital Management, Owner/Photographer at The...
Title:
Owner at Midwest Capital Management
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Midwest Capital Management Owner/Certified Financial Plannersince Sep 2005The Chiaroscuro Project Owner/Photographersince 2001
Full Profile

Daniel Gibson Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Manager • Operations Manager • Financial Manager • Counselor • Advisor • Bookkeeper

Experience & Education

Position:
Senior Wealth Manager, CFP (R) at SVA Plumb Wealth Management, LLC
Title:
Senior Wealth Manager & CFP(R) at SVA Plumb Wealth Management, Inc. Registered Investment Adviser
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
SVA Plumb Wealth Management, LLC - Madison, Wisconsin AreaSenior Wealth Manager, CFP (R)since 2011SVA Wealth Management Senior Wealth Manager, CFP1998 - 2010
Skills:
Financial Planning, Wealth Management, Investments
Certifications:
Certified Financial Planner
Full Profile

Erik Mikkelson Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Financial Services Sales Agent • Owner • Managing Member • Chief Executive • Financial Manager • Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at RMR Financial Advisors, LLC
Title:
Owner, RMR Financial Advisors, LLC
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
RMR Financial Advisors, LLC Ownersince Jun 2001Monona Waterfront and Monona Docks, LLCs Managing Member2012 - 2013
Full Profile

Edward Kindschi Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Vice President • Financial Manager • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Vice President, Trust Services at BMO Harris Private Banking
Title:
CTFA, CFP
Location:
Madison, Wisconsin Area
Industry:
Investment Management
Work history:
BMO Harris Private Banking - Madison, Wisconsin AreaVice President, Trust Servicessince May 1997
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc
Certified Trust & Financial Advisor, The Institute of Certified Bankers
Full Profile

Carlyn Hensen Madison, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Financial Manager • Marketing Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Branch Manager • Field Marketing Specialist • Marketing Administrator

Experience & Education

Position:
Vice President Investments, CFP at UBS Financial Services, Inc.
Title:
Vice President Investments at UBS Financial Services, Inc.
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
UBS Financial Services, Inc. Vice President Investments, CFPsince 2001Piper Jaffray Branch Manager, VP InvestmentsMay 2001 - Aug 2006
Full Profile

Carl Johnson Madison, WI

Professions & Specialties

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

Experience & Education

Position:
CFP® at Financial Design Group
Title:
CFP® at Financial Design Group that specializes in working with Physicians and Dentists
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Financial Design Group CFP®since Jul 2001
Full Profile

Katie Dienner Madison, WI

Professions & Specialties

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

Experience & Education

Title:
Portfolio Manager, CFA, CFP at M&I Wealth Management
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Jeanne Mraz Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Research Analyst • Research Assistant • Researcher • Survey Researcher • Financial Manager • Management Analysts • Office Clerk • Clerical Specialist

Experience & Education

Work

Company:
Filbrandt & company
Certified financial planner(tm)
Company:
Members capital advisors, inc. - Madison, WI
Sr. research analyst, fixed income

Skills

Fixed Income Investments, Money Market Mutual Funds, Investment Analysis, Financial Planning
Full Profile

Forrest Ross Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Director, Retirement Services at ISG Advisors, LLC
Location:
Madison, Wisconsin
Industry:
Financial Services
Work history:
ISG Advisors, LLC - Madison, WisconsinDirector, Retirement Servicessince May 2003
Full Profile

Nicholas Toman Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Advisor • Representative • Financial Manager • Marketing Manager • Bachelor of Business Administration • Client Service Officer • Customer Service • Field Marketing Specialist • Marketing Administrator

Experience & Education

Work

Company:
Savant capital management
Investment advisor / certified financial planner
Company:
Country financial - Madison, WI
Financial representative
Full Profile

Doug Pfaff Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Owner at DDP Enterpeises, Estate Planner at United Financial Systems, Corporation
Title:
Estate Planner at United Financial Systems, Corporation
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
DDP Enterpeises OwnerUnited Financial Systems, Corporation Estate Plannersince Aug 2008
Full Profile

Timothy Neuenschwander Madison, WI

Professions & Specialties

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

Experience & Education

Title:
CERTIFIED FINANCIAL PLANNER professional at Neuenschwander Asset Management, LLC
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Dick Statz Madison, 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
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Jon Goldstein Madison, 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 Ameriprise Financial
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Planner
Full Profile

Dave Weinbach Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Cfp - director at Robert W. Baird & Co.
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. Cfp - director
Full Profile

Paul Schulte Madison, 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:
Certified Financial planner at Ameriprise Financial
Title:
Financial Advisor at Ameriprise Financial
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial plannersince Jan 1985
Full Profile

Paul Coggins Madison, WI

Professions & Specialties

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

Experience & Education

Title:
CFP at BOM Investment Group
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Full Profile

Doug Pfaff Madison, WI

Professions & Specialties

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

Experience & Education

Position:
Certified Estate Planner at DDP Enterprises
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
DDP Enterprises Certified Estate Planner
Full Profile

Liz Sammis Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Master of Business Administration • Certified Nurse Aide • Nurse • Nurse Practitioner • Sales Coordinator • Sales Manager • Secretary • Agent • Buyer • Sales Person • Client Service Officer • Supplier • Sales Representative • Buyer and Seller • Services Professional • Sales and Service Specialist • Sales Agent • Sales Director • Manager • Marketing Director • Chief Administrative Officer • Operations Manager • Chief Executive • Financial Manager • Business Administrator • Office Assistant • Personal Secretary • Service Manager • Counselor • Construction • Office Clerk • Clerical Specialist • Service Operations Expert • Advisor • Bookkeeper • Accounting Bookkeeper • News Anchor • Commercial Announcer • Presenter • Customer Service • Market Analyst • Market Research Analyst • Property Manager • Real Estate Manager

Experience & Education

Position:
Superstar for You! at Seeking new employment - referrals appreciated!
Location:
Madison, Wisconsin Area
Industry:
Management Consulting
Work history:
Seeking new employment - referrals appreciated! Superstar for You!since Jun 2010Veridian Homes Sales CoordinatorOct 2006 - Mar 2010
Skills:
10 years real estate experience with expertise in sales, contracts, marketing, building and new...
CFP
Full Profile

Nicole Feldschneider Madison, 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 • Certified Nurse Aide • Massage Therapist • Nurse • Nurse Practitioner • Massage Therapy • Financial Director • Manager • Sales Manager • Financial Manager • Financial Officer • Operations Manager • Sales Executive

Experience & Education

Position:
Our Services for Employers at Financial Service Consultants, LLC, Our Services for Jobseekers at...
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Financial Service Consultants, LLC Our Services for Employerssince Jan 2006Financial Service Consultants, LLC Our Services for Jobseekerssince Jan 2006
Skills:
Recruiting, consulting, networking, sourcing, staffing, insurance industry, financial service...
CFP
Full Profile

Shirlene Chart Madison, WI

Professions & Specialties

Certified Financial Planner • Puchasing and Estimating Manager • Operations Manager • Director of Operations • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Speaker • Spokesperson • Representative • Manager • Marketing Director • Chief Executive • Financial Manager • Security • Business Administrator • Organization Management • Non-Profit • Customer Service • Client Service Officer • Bachelor of Science • Computer Software Professional • Software Developers

Experience & Education

Position:
Operations Manager at Filbrandt Investment Advisers
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Filbrandt Investment Advisers - Middleton, WIOperations Managersince Oct 2012Epic - Verona, WIProject ManagementDec 2011 - Sep 2012
Full Profile

Linda Lepe Madison, WI

Professions & Specialties

Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Location:
Madison, Wisconsin Area
Industry:
Financial Services
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards
Full Profile

Justin Goninen Madison, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Supporting Member • Advisor • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Master of Science • Student Worker • Insurance Professional • Underwriter • Operations Manager • Financial Manager

Experience & Education

Position:
Financial Advisor Associate at Morgan Stanley Wealth Management
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Madison, Wisconsin AreaFinancial Advisor Associatesince Apr 2013EnRich Financial Partners - Madison, Wisconsin AreaWealth AdvisorMar 2010 - Apr 2013
Skills:
Retirement Planning, Financial Planning, Wealth Management, Retirement, Investments, Asset...
Certifications:
CERTIFIED FINANCIAL PLANNER™
Full Profile

Josh Evenson Madison, WI

Professions & Specialties

Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Partner at North Star Resource Group
Location:
Madison, Wisconsin Area
Industry:
Financial Services
Work history:
North Star Resource Group Partnersince 1997
Skills:
Fee-based financial planning, Savings and investing programs to reach your short and long-term...
..is a CERTIFIED FINANCIAL PLANNERTM,CFP
Full Profile


Certified Financial Planners near Madison, WI01234JanesvilleSun PrairieColumbus