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Financial Consultants in Wisconsin

Financial Consultants in Appleton, WI

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59 results found

Shandra Smith Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Chief Administrative Officer • Chief Executive • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Investment Assistant at Fox Communities Credit Union
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Fox Communities Credit Union - Appleton, WIInvestment Assistantsince Aug 2006Ameriprise Financial - Appleton, WIAdministrative AssistantApr 2003 - Aug 2006
Certifications:
National Coaching Certification, USA Judo
Nidan, USA Judo & USJA
Full Profile

Kevin Kosgard Appleton, WI

Professions & Specialties

Banker • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Senior Advisor • Advisor • Area Manager • Managers • Baker • Director • Vice President • Market Manager • Operations Manager • Chief Executive • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Sports Trainer • Sports Trainers

Experience & Education

Position:
Director of Wealth Management at Baker Tilly Investment Advisors, LP
Title:
Senior Advisor at Baker Tilly Investment Advisors
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Baker Tilly Investment Advisors, LP - Appleton, WIDirector of Wealth Managementsince Jun 2013J.P. Morgan - Appleton, WIVice President and Senior Private BankerJul 2006 - Jun 2013
..player/coach for the multi-disciplinary financial advisor team
Full Profile

Kevin Gustafson Neenah, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Security • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative

Experience & Education

Position:
Investment Representative at SagePoint Financial
Title:
Financial Advisor at Sagepoint Advisors
Location:
Neenah, Wisconsin
Industry:
Financial Services
Work history:
SagePoint Financial - Neenah, WIInvestment Representativesince May 2003SII Investments - Appleton, WIInvestment RepresentativeJun 1998 - May 2003
Languages:
Spanish - Slightly (minored at University long ago)
Full Profile

Jared Bachman Neenah, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Retail Sales Manager • Retail Professional • Retail Salesperson • Guide • Tour Guide • Information Technology Specialist • IT Specialist • Sales Manager • Systems Administrator • Computer Systems Administrator • Computers Specialist • Computer Specialist • Systems Support Specialist • Support Specialists • Network Administrator • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Assistant Retail Sales Manager at Verizon Wireless
Title:
Technology Expert and Management Professional
Location:
Neenah, Wisconsin
Industry:
Information Technology and Services
Work history:
Verizon Wireless - Fond du Lac, WIAssistant Retail Sales Managersince Nov 2010Edward Jones - Oshkosh, Wisconsin AreaFinancial Advisor2009 - 2010
Skills:
Customer Service, Customer Satisfaction, Computers, Technology, Internet, Sales, Windows, Mac,...
Full Profile

Kyle Fredrickson Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Receptionist • Front Desk Clerk • Business Administrator • Front Office Receptionist • Database Administration Professional • Database Administrator • Operations Manager

Experience & Education

Work

Company:
Merrill lynch - Green Bay, WI
Pmd financial advisor program
Company:
Merrill lynch - Green Bay, WI
Wealth management internship

Skills

Goal Oriented. Advanced in Microsoft Word, Excel, PowerPoint, Access. I used Salesforce CRM...
Full Profile

Patricia Cornell Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Banker • Representative • Front Desk Clerk • Administrative Associate • Assistant Manager • Front Office Receptionist • Administrative Clerk • Clerical Specialist • Managers • Medical Billing and Coding • Medical Support Assistant • Health Support Worker • Healthcare Support

Experience & Education

Work

Company:
Capital choice financial
Financial consultant
Company:
Primerica - Appleton, WI
Senior financial representative

Skills

Excellent customer service skills
Able to work and multitask in a fast pace...
Full Profile

Chadwick Oldenburg Appleton, WI

Professions & Specialties

Financial Consultant • Portfolio Manager • Financial Services Professional • Financial Services Sales Agent • Investment Analyst • Puchasing and Estimating Manager • School Principal • School Administrator • Educational Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Principal at Oldenburg Financial Group LLC, Principal at Odyssey Aircraft
Title:
Principal | Financial Advisor | Portfolio Manager
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Oldenburg Financial Group LLC - Greater Milwaukee AreaPrincipalsince 2012Odyssey Aircraft Principalsince 1997
Skills:
Wealth Management, Investment Advisory, Portfolio Management, Investment Strategies, Risk...
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
Full Profile

Gabe Dahl Green Bay, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Investor • Model • Operations Manager • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Trust Representative at Thrivent Trust Company
Title:
Trust Representative, Efficiency Expert, Problem Solver, & All-Around Nice Guy
Location:
Green Bay, Wisconsin Area
Industry:
Investment Management
Work history:
Thrivent Trust Company - Appleton, WITrust Representativesince Jan 2012Edward Jones Financial Advisor2009 - Dec 2011
Skills:
Investments, Business Strategy, Business Analysis, Estate Planning, Management, Portfolio...
Full Profile

David George Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Representative at COUNTRY Financial ®
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
COUNTRY Financial® - Appleton - Fox Cities, WisconsinFinancial Advisor2012 - 2012Edward Jones Investments Financial AdvisorSep 2011 - May 2012
Skills:
Auto Insurance, Retirement Income Strategies, Retirement Planning, 401k Rollovers, Saving for...
Full Profile

Leo Smith Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Representative at Financial company
Title:
Experienced Financial Professional
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Financial company - Appleton, WisconsinFinancial Representativesince May 2005
Full Profile

Dave Pentek Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • District Manager • Region Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
District Manager / Financial Advisor at National Mutual Benefit, Financial Services Professional at ...
Title:
District Manager / Financial Advisor
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
National Mutual Benefit - 321 S Nicolet Rd Appleton WI 54914District Manager / Financial Advisorsince Nov 2010National Mutual Benefit Financial Services Professionalsince Dec 2008
Skills:
Retirement Planning
Full Profile

Joseph Ackerman Combined Locks, WI

Professions & Specialties

Loan Officer • Financial Consultant • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Sports Game Coach • Spokesperson • Representative

Experience & Education

Position:
Loan Officer at U.S. Bank
Title:
Loan Officer For US Bank of Appleton
Location:
Combined Locks, Wisconsin
Industry:
Financial Services
Work history:
U.S. Bank - Appleton, WILoan Officersince Aug 2012Accounting and Business Solutions LLC Financial Consultant2007 - 2012
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
Full Profile

Christine Rondeau Neenah, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Office Assistant • Office Clerk • Clerical Specialist • Non-Profit • Insurance Professional • Underwriter • Chief Executive • Department Supervisor • Manager • Operations Manager

Experience & Education

Position:
Financial Advisor at Investment Planners, Inc.
Title:
Financial Advisor, Investment Planners, Inc.
Location:
Neenah, Wisconsin
Industry:
Financial Services
Work history:
Investment Planners, Inc. - Neenah, WIFinancial Advisorsince May 2006Raymond James Financial Services Executive AssistantMay 1995 - May 2006
Skills:
Securities License, Series 7, series 66, Licensed Life & Health Insurance Agent, Certified...
Full Profile

Richard Kreitz Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Registered Investment Advisor at Principal Financial Group
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Principal Financial Group Registered Investment Advisorsince Jan 2003Lutheran Brotherhood - Appleton, WIFinancial Advisor1993 - Dec 2001
Full Profile

Dan Flores Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Partner • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor and Partner at Legacy Investment Services LLC
Title:
Financial Advisor at Legacy Investment Services
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Legacy Investment Services LLC Financial Advisor and Partnersince Mar 2008Schenck Financial Solutions a subsidiary of Schenck SC - Appleton WIInvestment ManagerJun 2000 - Jan 2006
Skills:
Estate Planning, Investments, Finance, Financial Analysis, Retirement
Full Profile

Nick Huss Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales Supervision Principal at SII Investments, Inc. Member FINRA/SIPC
Title:
Sales Supervision Principal at SII Investments
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
SII Investments, Inc. Member FINRA/SIPC - Appleton, WISales Supervision Principalsince Jun 2012M&I Wealth Management - Green Bay, Wisconsin AreaFinancial AdvisorJan 2011 - Jun 2012
Full Profile

Paula Schaenzer Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Secretary • Hospital Care Professional • Health Professional • Health Practitioner • Leader • Managers • Oncologist • Medical Practice Professional • Medical Practitioner • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Advocate • Jurist • Legal Counsel

Experience & Education

Position:
Radiation Oncology Secretary/Charge Leader at Appleton Medical Center
Title:
Secretary/Charge Leader Radiation Oncology Appleton Medical Center
Location:
Appleton, Wisconsin
Industry:
Hospital & Health Care
Work history:
Appleton Medical Center - Appleton, WIRadiation Oncology Secretary/Charge Leadersince Apr 2012The Bellin Cancer TEAM - Green Bay, WIPatient Financial AdvisorJul 2008 - Apr 2012
Full Profile

Jason Weier Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Representative at COUNTRY Financial
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
COUNTRY Financial Financial Representativesince Sep 2009Edward Jones Financial AdvisorJul 2006 - Sep 2009
Full Profile

Fritz Wotruba Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Wealth Management at Mid-Wisconsin Investment Services
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Mid-Wisconsin Investment Services Wealth Managementsince Apr 2012Edward Jones Financial AdvisorOct 2006 - Mar 2012
Full Profile

Justin Levanetz Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Chase Investments
Title:
Financial Advisor
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Chase Investments Financial Advisorsince Dec 2012Levanetz Financial Services, Inc. Financial AdvisorJul 2006 - Dec 2008
Full Profile

Eileen Menacher Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Analyst • Supporting Member • Analysts • Team Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative

Experience & Education

Position:
Compliance Advertising Analyst at SII Investments, Inc
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
SII Investments, Inc - Appleton, WICompliance Advertising Analystsince Oct 2010Ameriprise Financial Services, Inc. Associate Financial AdvisorOct 2007 - Oct 2010
Full Profile

Charles Butler Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at BC Ziegler
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
BC Ziegler Financial Advisor
Full Profile

Dean Aerts Kaukauna, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Board Member • Chief Executive • Management Team Executive • Operations Manager • Sports Trainer • Sports Trainers • Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner and Financial Consultant at Financial Freedom, LLC, Owner and Board Member at Freedom Running ...
Title:
Owner / Financial Consultant with Financial Freedom
Location:
Kaukauna, Wisconsin
Industry:
Financial Services
Work history:
Financial Freedom, LLC Owner and Financial Consultantsince 2006Freedom Running Club, LLC - Freedom, WIOwner and Board Membersince 2010
Skills:
Coaching Basketball, Basketball Coaching, Strategic Financial Planning, Underwriting, Health...
Full Profile

George Brownell Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Robert W. Baird & Co.
Title:
The Purcell Brownell Group, at Robert W. Baird & Co. provides a team approach towards all things wealth management.
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - 3913 W Prospect Ave, Suite 301Financial Advisorsince Jan 2013
Full Profile

Stephanie Russell Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Legal Aide • Paralegal • Chief Administrative Officer • Chief Executive • Lawyers • Operations Manager • Office Clerk • Clerical Specialist • Administrative Clerk • Medical Practitioner

Experience & Education

Position:
Financial Counselor at Women's Health Specialists, SC
Location:
Oshkosh, Wisconsin Area
Industry:
Legal Services
Work history:
Women's Health Specialists, SC - Appleton,WIFinancial Counselorsince Jun 2012Remley & Sensenbrenner, S.C. Legal AssistantJun 2008 - Jun 2012
Full Profile

Arabesque Harris Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Medical Practice Professional • Medical Practitioner • Accounts Payable • Accounts Payable Specialist • Health Practitioner

Experience & Education

Position:
Patient Financial Counselor at Aurora Health Care Center
Title:
Patient Financial Counselor
Location:
Oshkosh, Wisconsin
Industry:
Medical Practice
Work history:
Aurora Health Care Center - Aurora Health Care CenterPatient Financial Counselorsince Jul 2011Appleton Health Care Center - Appleton WIAccounts PayableSep 2008 - Jul 2011
Skills:
Revenue Cycle, Medical Terminology, Hospitals, ICD-9, Cerner, Medicare, Medicare Part D,...
Full Profile

Aaron Heiden Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Representative • Student Worker

Experience & Education

Work

Company:
Edward jones investments, stevens point
Financial advisor apprentice
Company:
Northwestern mutual - Appleton, WI
Financial representative intern

Skills

Fundamental finance, markets, and investment knowledge Strong communication and interpersonal...
Full Profile

Mark Arnold Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Agent • Sales Representative • Advisor

Experience & Education

Work

Company:
Wels investment funds inc
President
Company:
New york life insurance company - New York, NY
Career agent/financial advisor
Full Profile

Ryan Dyn Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • School Principal • School Administrator • Educational Manager

Experience & Education

Work

Company:
Sii investments, inc
Senior financial analyst - compliance/registered investment principal
Company:
Thrivent financial for lutherans - Appleton, WI
Financial consultant
Full Profile

Paul Bachman Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Director • Treasurer • Financial Officer • Financial Manager

Experience & Education

Position:
FINANCIAL CONSULTANT at U.S. Venture, Inc.
Title:
FINANCIAL CONSULTANT AND PAST CFO AND TREASURER at U.S. VENTURE
Location:
Oshkosh, Wisconsin Area
Industry:
Wholesale
Work history:
U.S. Venture, Inc. FINANCIAL CONSULTANTsince Jan 2013U.S. Oil Co., Inc. - Appleton, WiCFOFeb 1986 - Jan 2013
Full Profile

Jacob Bauman Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Courier • Bicycle Messenger • Drivers

Experience & Education

Work

Company:
Fedex
Courier/swing driver
Company:
Waddell & reed, inc - Appleton, WI
Financial advisor
Full Profile

Jeff Garrett Appleton, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at CUNA Mutual Group
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
CUNA Mutual Group Financial Advisor
Full Profile

Dennis Sweere Appleton, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President of Sales • Vice President • Chief Executive • General Contractor • Construction Manager • Operations Manager • Director of Operations • Manager • Installation Manager • Supervisor • Managers • Sports Trainer • Sports Trainers • Solicitor • Lawyers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Bachelor of Science • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Sales at Small Quantity Boxes, 3D Packaging, Inc.
Title:
VP of Sales at SQB Packaging
Location:
Appleton, Wisconsin
Industry:
Packaging and Containers
Work history:
Small Quantity Boxes, 3D Packaging, Inc. Salessince May 2009BUILDING SERVICE INC Workplace StrategistNov 2008 - Apr 2009
Skills:
Manufacturing Management, Direct Sales, Project Coordination, Corrugated, Event Planning, Customer...
Financial Advisor
Full Profile

Krista Hanesworth Appleton, WI

Professions & Specialties

Leader • Apprentice • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Director • Operations Manager • Supplier • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Advocate • Jurist • Legal Counsel • Student Worker

Experience & Education

Position:
Manager-Member Connection Center at Thrivent Financial for Lutherans
Title:
Servant Leader at Thrivent Financial for Lutherans
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Appleton, WIManager-Member Connection Centersince Mar 2012Thrivent Financial Bank - Appleton, WI and Minneaoplis, MNDirector Consumer Banking, SVPAug 2007 - Mar 2012
Skills:
Servant Leadership, Process Consultation, Mortgage, Personal Loans, Home Equity, Loan Structuring,...
Languages:
Spanish, Italian
Sales Manager/Mortgage Loan Officer/Financial Consultant at Associated Bank
Full Profile

Derick Schuhart Appleton, WI

Professions & Specialties

Financial Services Sales Agent • Investor • Advisor • Sports Trainer • Sports Trainers • Chairperson • Chief Executive • Agent • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
President at WealthAbundance Wealth Management LLC, Registered Investment Advisor at...
Title:
As an Investor Coach, I create Portfolios that tap the Unlimited Power of the Free Markets!
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
WealthAbundance Wealth Management LLC - Menasha, WIPresidentsince 2005WealthAbundance Wealth Management LLC Registered Investment Advisorsince 2005
Skills:
Financial Planning, IRA Rollovers, Wealth Management, Investments, Asset Allocation, Investment...
Financial Advisor | Retirement Planning Advisor at..
Full Profile

Cal Siegrist Neenah, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Insurance agent • Leader • Managers • Agent • Sales Representative • Logistics Supply Chain Professional • Senior Customer Service Representative • Client Service Officer • Computer Network Professional • Information Technology Specialist • Network Administrator • IT Specialist • Bachelor of Science • Chairperson • Founder • Chief Executive • Founding Member • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Logistician • Customer Service

Experience & Education

Position:
Licensed Insurance Agent at Alta Resources
Title:
Experienced Business Development Specialist
Location:
Neenah, Wisconsin
Industry:
Insurance
Work history:
Alta Resources Licensed Insurance Agentsince Aug 2012The Insurance Center - Appleton, WIIndependent AgentFeb 2011 - Jul 2012
Financial Advisor at AXA Advisors
Full Profile

Robert Rivera Green Bay, WI

Professions & Specialties

Loan Officers • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Account Associate • Sales Executive • Sales Manager • Recognition • Certified Nurse Aide • Nurse • Nurse Practitioner • Bachelor of Science • School Administrator • Educational Manager • Property Manager • Real Estate Manager

Experience & Education

Position:
Document Systems Consultant at Accent Business Solutions
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
Accent Business Solutions - Green Bay, Wisconsin AreaDocument Systems Consultantsince Jul 2012West Business Services - Appleton, WISales AssociateAug 2011 - Jun 2012
Financial Advisor at Principal Financial Group
Full Profile

Jim Auten Green Bay, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Production Manager • Production Director • Chief Executive • Director of Operations • Director • Operations Manager • Marketing Manager • Business Manager • Representative • Food service • Restaurant Owner • Restaurants Professional • Buyer • Buyer and Seller • Sales Representative • Chef • Food Preparer • Food Preparation Worker • Senior Online Leader • Advertising Professional • Market Research Analyst • Internet Marketing Manager • Web Marketer • Advertising Sales Agent • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Auten's Eatery
Location:
Green Bay, Wisconsin Area
Industry:
Food & Beverages
Work history:
Auten's Eatery Ownersince Oct 2012Perfect Patterns, Inc - Appleton, WIProduction ManagerJan 2012 - Oct 2012
Skills:
Teaching, Coaching, Manufacturing, Purchasing, Classroom Instruction, Microsoft Office, Business...
Financial Advisor at Macco Financial Group
Full Profile

Ross Mcvey Appleton, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Account Service Manager • Client Service Officer • Brand Planner • Advertising Professional • Brand Representative • Advertising Sales Agent • Counselor • Business Consultant • Construction • Advisor • Tax Preparer • Tax Accountant • Customer Service • Marketing Manager • Managers • Accounting Bookkeeper • Bookkeeper • Management Analysts • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
Account Executive - Branding Consultant at Jones Sign Co., Inc., Tax and Business Consultant at...
Title:
I emotionally connect your brand with your customers at the street and sidewalk level.
Location:
Appleton, Wisconsin
Industry:
Marketing and Advertising
Work history:
Jones Sign Co., Inc. - De Pere, WIAccount Executive - Branding Consultantsince Feb 2013Badger & Fox Tax and Business, LLC - Appleton, WITax and Business Consultantsince 1992
Senior Financial Advisor at IDS Financial Services
Full Profile

Patricia Ehaney Appleton, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Chief Administrative Officer • Owner • Chief Executive • Wellness and Fitness • Operations Manager • Psychology Specialist • Psychologist • Bachelor of Science • Bachelor of Arts • Business Administrator • Organization Management • Administrative Clerk • Clerical Specialist • Managers • Contractor • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
ACTIVE JOB SEEKER at Interested in Administrative, Financial and Management related areas, OWNER at ...
Title:
Active Job Seeker Interested in Administrative, Financial and Management related areas
Location:
Appleton, Wisconsin
Industry:
Health, Wellness and Fitness
Work history:
Interested in Administrative, Financial and Management related areas ACTIVE JOB SEEKERsince Jan 2012SOAP DANCE OWNERsince Jan 2000
Financial Counselor at FISC,Self-employed
Full Profile

Michael Dreyer Appleton, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Operations Manager • Business Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Representative • Student Worker • Lawyers

Experience & Education

Position:
Partner at Dreyer & Associates, Personal and Business Specialist at PDI Financial Group
Title:
Partner at Dreyer & Associates
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Dreyer & Associates - Appleton, WIPartnersince Dec 2012PDI Financial Group Personal and Business Specialistsince Dec 2010
Skills:
Annuities, Long Term Care, Estate Planning, Retirement Planning, Deferred Compensation, Insurance,...
Financial Advisor Magazine
Full Profile

Keith Peters Appleton, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Representative • Manager • Operations Manager • Business Administrator • Bachelor of Business Administration • School Administrator • Educational Manager

Experience & Education

Position:
Vice President - Private Wealth Management at Paul Hoffman & Company
Title:
Vice President at Paul Hoffman & Co.
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Paul Hoffman & Company - Appleton, WIVice President - Private Wealth Managementsince Jun 2013SagePoint Financial Investment RepresentativeJan 2011 - Jun 2013
Registered Principal/Financial Advisor at SII Investments
Full Profile

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,...
Financial Advisor Magazine
Full Profile

Jeanne Lietzan Oshkosh, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Owner • Chairperson • Operations Manager • Director of Operations • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Commodities Clerk

Experience & Education

Position:
Owner at Lietzan Associates, Inc., President, Operations Manager at Lietzan Associates, Inc.
Title:
Owner, Lietzan Associates, Inc.
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Lietzan Associates, Inc. Ownersince Mar 2003Lietzan Associates, Inc. President, Operations Managersince Mar 2003
Financial Advisor at AG Edwards and Sons
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Michael Hamilton Appleton, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
First Vice President - Investment Officer at Wells Fargo Advisors, LLC
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC First Vice President - Investment Officersince May 2009Wachovia Securities Assoicate Vice President - Investment OfficerJan 2008 - Apr 2009
Financial Advisor at AG Edwards & Sons
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Derek Leighton Oshkosh, WI

Professions & Specialties

Financial Services Sales Agent • Examiner • Inspector • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • School Principal • School Administrator • Educational Manager

Experience & Education

Position:
Branch Examiner at SII Investments
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
SII Investments Branch Examinersince Jun 2012SII Investments - Appleton, WISales Supervision PrincipalNov 2010 - Jul 2012
Financial Advisor at Edward Jones
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Dan Krueger Appleton, WI

Professions & Specialties

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

Experience & Education

Position:
Owner & President at Credit Matters, Inc., Owner at Gateway Business Growth Adivsors, LLC
Title:
President at Credit Matters, Inc.
Location:
Appleton, Wisconsin
Industry:
Financial Services
Work history:
Credit Matters, Inc. Owner & Presidentsince Aug 2003Gateway Business Growth Adivsors, LLC Ownersince Aug 2003
Skills:
Credit, Management Consulting, Business Planning, Investment Properties, Equities, Risk Management, ...
Financial Consultant at Wisconsin Financial Group
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Sergei Klimov Green Bay, WI

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Operations Manager • Team Member

Experience & Education

Position:
Relationship Banker at J.P. Morgan Securities, Relationship Banker at J.P. Morgan Securities
Title:
Relationship Banker at J.P. Morgan Securities
Location:
Green Bay, Wisconsin Area
Industry:
Financial Services
Work history:
J.P. Morgan Securities Relationship Bankersince Apr 2012Capital Asset Management Group, LLC - De Pere, WIFinancial AdvisorSep 2010 - Mar 2012
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Financial Consultants near Appleton, WI050100150200250Green BayOshkoshNeenahDe PereGreenvilleKaukaunaWinneconneFond du LacMenashaSuamico