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Financial Consultants in Wisconsin

Financial Consultants in La Crosse, WI

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64 results found

Joseph Kress La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Operations Manager • Supporting Member • Organization Management • Team Member • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker

Experience & Education

Position:
District Executive at Boy Scouts of America
Location:
La Crosse, Wisconsin Area
Industry:
Higher Education
Work history:
Boy Scouts of America - Weston, WIDistrict Executivesince Oct 2012Wells Fargo Advisors - La Crosse, WIFinancial Advisor TraineeNov 2011 - Apr 2012
Full Profile

Michael Wintheiser La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Financial Analyst • Supervisor • Analyst • Analysts • Managers • Shop Manager • Sales Manager

Experience & Education

Title:
Key Financial Consultant at Xcel Energy
Location:
La Crosse, Wisconsin Area
Industry:
Utilities
Full Profile

Pete Congdon La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • District Manager • Chief Executive • Region Manager • Operations Manager • Area Sales Manager • Equipment Tools Purchasing Agent • Regional Sales Consultant • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Guide • Business Administrator • Area Manager • Managers • Tour Guide • Master of Business Administration

Experience & Education

Position:
Financial Advisor at Raymond James
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Raymond James - La Crosse, Wisconsin AreaFinancial Advisorsince Sep 2011State Bank Financial Financial Advisor2011 - 2013
Skills:
Series 7, Investments, Financial Planning, Retirement Planning, Customer Service, Coaching,...
Full Profile

Bob Hembd La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Chairperson • Founding Member • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advisor

Experience & Education

Position:
Founder at MyLegacyMadeEasy Foundation for Veterans, Founder at MyLegacyMadeEasy LLC, President at...
Title:
Founder at MyLegacyMadeEasy Foundation for Veterans
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
MyLegacyMadeEasy Foundation for Veterans - NationwideFoundersince May 2013MyLegacyMadeEasy LLC - NationwideFoundersince Mar 2012
Skills:
Strategic Financial Planning, Financial Goals, Fixed Annuities, Retirement Planning, Estate...
each participant will have access to a financial advisor in their region who will be able..
Full Profile

Lori Strom Dakota, MN

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Office Administrator • Chief Executive • Operations Manager • Sales Manager • Client Service Officer • Sales Coordinator • Cashier • Control Clerk • Clerk • Managers • Administrative Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Business Owner at Lilla Jo's Vintge Clothing and Anitques, On-call BOA (Branch Office...
Title:
Owner of Lilla Jo's Vintage Clothing and Antiques
Location:
Dakota, Minnesota
Industry:
Retail
Work history:
Lilla Jo's Vintge Clothing and Anitques - Dakota, MNBusiness Ownersince 2001Edward Jones - La Crescent, MN / Winona, MN / La Crosse, WIOn-call BOA (Branch Office Administrator)since Sep 2009
Manage Office for Financial Advisor
Full Profile

Michael Linse La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Regional Sales Consultant • Sales Representative • Corporate Executive • Chief Executive

Experience & Education

Position:
Financial Advisor, Chartered Retirement Planning Counselor at Stifel Nicolaus: Pritchard, Paulson,...
Title:
Financial Advisor at Stifel Nicolaus
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Stifel Nicolaus: Pritchard, Paulson, Jaehnke & Linse Wealth Management Team - La Crosse, Wisconsin AreaFinancial Advisor, Chartered Retirement Planning Counselorsince Aug 2011Wells Fargo Advisors, LLC Financial AdvisorJan 2009 - Aug 2011
Full Profile

Sue Kundy La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Edward Jones - Onalaska, WIFinancial Advisorsince Jul 2011Altra Federal Credit Union Manager, Call CenterJul 1994 - Jul 2011
Skills:
Investments, Credit, Sales
Full Profile

Jameson Zeps La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Operations Manager • Corporate Executive • Chief Executive • Customer Service • Client Service Officer • Sports Game Coach

Experience & Education

Work

Company:
Lhi
Provider network specialist
Company:
Mutual of omaha
Financial advisor

Skills

Sales and Marketing, Account Management, Insurance, Microsoft Office, Fluent in German
Full Profile

Nathan Schroeder La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Operations Specialist 3 at Wells Fargo
Location:
La Crosse, Wisconsin Area
Industry:
Retail
Work history:
Wells Fargo - Greater Minneapolis-St. Paul AreaOperations Specialist 3since Feb 2013Ameriprise Financial - New Brighton, MNFinancial Advisor InternMay 2012 - Aug 2012
Skills:
Access, Microsoft Excel, PowerPoint, Microsoft Word, SPSS, Accounting, Microsoft Office, Data...
Full Profile

Jon Holthaus La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:
Financial Advisor at Mutual of Omaha
Title:
Financial Advisor
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Mutual of Omaha Financial Advisorsince Nov 2008The Bridges Capital Group - La Crosse, Wisconsin AreaConsultantSep 2011 - May 2012
Full Profile

Carl Rausch La Crosse, WI

Professions & Specialties

Loan Processor • Financial Consultant • Loan Officer • Loan Officers • Financial Services Professional • Financial Services Sales Agent • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Apprentice • Counselor • Advisor • Branch Manager • Field Marketing Specialist • Marketing Administrator • Student Worker • Marketing Manager

Experience & Education

Position:
Loan Processor at State Bank Financial
Location:
La Crosse, Wisconsin Area
Industry:
Banking
Work history:
State Bank Financial Loan Processorsince Mar 2013Raymond James Financial Services Financial Advisor InternJan 2011 - May 2012
Full Profile

Sheri Santamour La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Gundersen health
Financial counselor
Company:
Gundersen health - La Crosse, WI
Environmental assistant
Full Profile

Michael Stuhr La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Baseball Coach • Sports Game Coach • Coordinator • Managers • Technology Director • Technology Manager • Technical Managers • Physical Education Professors

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors, LLC
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors, LLC Financial Advisorsince Jun 2001University of Wisconsin - La Crosse Head Baseball Coach & Athletic Camps CoordinatorFeb 1995 - May 2001
Full Profile

Jamie Eklov La Crosse, 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 LPL Financial, Warrant Officer-CW2 at US Army
Title:
Financial Advisor
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
LPL Financial - La Crosse, Wisconsin AreaFinancial Advisorsince Dec 2012US Army Warrant Officer-CW2since Nov 2006
Full Profile

Kimberly Bagniefski La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Medical Practice Professional • Medical Practitioner • Hospital Care Professional • Health Professional • Health Practitioner • Operations Manager • Recruitment

Experience & Education

Title:
Admissions Counselor/Financial Counselor at Gundersen Lutheran Medical Center
Location:
La Crosse, Wisconsin Area
Industry:
Medical Practice
Work history:
Gundersen Lutheran Medical Center Admissions Counselor/Financial Counselor2004 - 2008Piepho Moving and Storage Payroll/Office1998 - 2004
Languages:
English, German
Full Profile

Patrick Curran La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Wells Fargo Advisors - Private Client Group
Title:
Financial Advisor - Wells Fargo Advisors, LLC
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Wells Fargo Advisors - Private Client Group - La Crosse, Wisconsin AreaFinancial Advisorsince Jun 2012Wells Fargo Advisors - Rochester, Minnesota AreaBrokerage Associate2010 - 2012
Full Profile

Mindy Wiesjahn La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Contract Recruiter • Human Resources Specialist • Recruitment • Project Manager • Representative • Security • Hospital Care Professional • Health Professional • Health Practitioner • Customer Service • Client Service Officer • Fiduciary • Trust Law Attorney • Lawyers • Project Managers

Experience & Education

Position:
Contract Specialist/Project Lead, GLHP MN Expansion at Gundersen Lutheran
Title:
Contract Specialist at Gundersen Lutheran
Location:
La Crosse, Wisconsin Area
Industry:
Hospital & Health Care
Work history:
Gundersen Lutheran Contract Specialist/Project Lead, GLHP MN Expansionsince May 2010Trust Point Inc. Personal Trust AdministratorJun 2005 - Mar 2009
Obtained Certified Trust and Financial Advisor designation
Full Profile

Shane Stuhr La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Northwestern Mutual Financial Network
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network - La Crosse, Wisconsin AreaFinancial Advisorsince Jan 2012Northwestern Mutual Financial Network Financial RepresentativeMay 2006 - Jan 2012
Full Profile

Sheri Plantz La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Representative • Client Service Officer • Customer Service • Operations Manager • Psychology Specialist

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Edward Jones - La Crosse, Wisconsin AreaFinancial Advisorsince Jul 2012The La Crosse Radio Group Senior Account RepresentativeJan 1993 - Jul 2012
Full Profile

Moriah Cody La Crosse, 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 Hanson & Associates, A financial advisory practice of Ameriprise Financial ...
Title:
Financial Advisor
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Hanson & Associates, A financial advisory practice of Ameriprise Financial Services, Inc. - 500 2nd. St South La Crosse, WI 54601Financial Advisorsince Oct 2001
Full Profile

Cindi Grover La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Homemaker and part-time secretary at kc acres, part-time secretary at Edward Jones Financial Services
Title:
part-time secretary at Edward Jones Financial Services
Location:
La Crosse, Wisconsin Area
Industry:
Farming
Work history:
Kc acres Homemaker and part-time secretaryEdward Jones Financial Services Part-time secretarysince Jan 2006
..to offer them information on what the Financial Advisor can do for them to the best of t..
Full Profile

Dave Christensen La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Owner at Christensen Wealth Management, LLC
Title:
Financial Advisor
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Christensen Wealth Management, LLC - La Crosse, WIOwnersince 2011Wells Fargo Bank - La Crosse, WIWealth Management Specialist2007 - 2011
Full Profile

Paul Burgmeier La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Managers • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Vice President at Hot-Line Freight System, Inc
Location:
La Crosse, Wisconsin Area
Industry:
Transportation/Trucking/Railroad
Work history:
Hot-Line Freight System, Inc Vice Presidentsince 2002American Express Financial Advisors Financial Advisor1996 - 2002
Full Profile

Justin Wise La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Jun 2009Ecolab Route ManagerDec 2006 - Jun 2009
Full Profile

Heather Abbott La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Counselor • Advisor • Client Service Officer • Customer Service

Experience & Education

Work

Company:
Gundersen lutheran
Customer financial services/financial counselor
Company:
United health care - Onalaska, WI
Customer service representative
Full Profile

Ryan Ping La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Title:
Dedicated Financial Advisor
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Aug 1999Firstlogic Account ManagerJul 1998 - Aug 1999
Certifications:
CFP®, Certified Financial Planner Board of Standards, Inc.
Full Profile

Larry Ruff La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Sales Manager at TIC, Inc.
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
TIC, Inc. Sales ManagerMerrill Lynch Financial ConsultantSep 1995 - Nov 1999
Full Profile

Bryan Tornow La Crosse, 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 Ameriprise
Title:
Financial Advisor
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise - La crosse WIFinancial Advisorsince Nov 1988
Full Profile

Jordan Patros La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Counselor

Experience & Education

Work

Company:
Lpl financial
Financial advisor/investment advisor representative
Company:
Allianz life of north america
Internal retirement consultant
Full Profile

Ron Ducharme La Crosse, 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 Wells Fargo
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Wells Fargo Financial Advisor
Full Profile

Sheila Peterson La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Consultant at Associated Bank
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Associated Bank Associate Financial Consultant
Full Profile

Amy Stodola La Crosse, 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 Edward Jones
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor
Full Profile

Brian Harris La Crosse, 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 SagePoint Financial, Inc.
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
SagePoint Financial, Inc. Financial Advisor
Full Profile

Lindsay Foust La Crosse, 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 Merrill Lynch
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisor
Full Profile

Moriah Cody La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Associate Financial Advisor at Ameriprise Financial Services, Inc.
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Associate Financial Advisor
Full Profile

John Kennedy La Crosse, 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 Northwestern Mutual Financial Network
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Network Financial Advisor
Full Profile

Jay Larson La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Thrivent Financial for Lutherans
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Consultant
Full Profile

Ken Dvorak La Crosse, 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 Edward Jones
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisor
Full Profile

Kenneth Dvorak La Crosse, WI

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at Edward Jones
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Full Profile

Margie Fincham La Crosse, WI

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at I.C. System
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Full Profile

Anthony Curti La Crosse, WI

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor at SagePoint Financial
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Full Profile

Michael Flanagan La Crosse, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at Flanagan Financial, Inc
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Flanagan Financial, Inc Financial Consultant
Full Profile

Benjamin Eby La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Founder • Owner • Chief Executive Officer • Founding Member • Chief Executive • Corporate Executive • Investor • Construction • Juris Doctor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Market Research Analyst

Experience & Education

Position:
Owner at E.B. Tool Company, CEO at Halvor Inc
Title:
Inventor and founder of the E.B. Tool Company
Location:
La Crosse, Wisconsin Area
Industry:
Mechanical or Industrial Engineering
Work history:
E.B. Tool Company Ownersince Nov 2005Halvor Inc - Lone Rock, WICEOsince Nov 2005
Skills:
Product Development, Strategic Planning, Sales, Pricing, Selling, Business Planning, Sales...
Financial Advisor at Edward Jones
Full Profile

Curtis Edwardson La Crosse, WI

Professions & Specialties

Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Proprietary Trader
Location:
La Crosse, Wisconsin Area
Industry:
Investment Management
Financial Advisor at American Express Financial Ad..
Full Profile

Brian Tippetts La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Director • Treasurer • Chairperson • Vice President • Chief Executive Officer • Operations Manager • Financial Officer • Financial Manager • Chief Executive • Corporate Executive • Secretary • Project Managers • Community Service Manager • Governor • Government Administration Professional • Government Administration Officer • Civil Servant • Instructor • Pedagogue • Associate of Science • Organization Management • Advisor • Technical Specialist • Technical Support Specialists • Managers • Laboratory Scientist • Hydrogeologist • Hydrologist

Experience & Education

Position:
Director, Solid Waste Division at Applied Ecological Services, International Treasurer at Solid...
Title:
Sustainability Director | Solid Waste Director | Business Development/Outreach | Seeking opportunities
Location:
La Crosse, Wisconsin Area
Industry:
Environmental Services
Work history:
Applied Ecological Services - North AmericaDirector, Solid Waste Divisionsince Oct 2009Solid Waste Association of North America - Silver Spring, MarylandInternational Treasurersince Aug 2011
Certifications:
Manager of Landfill Operations (MOLO) National Instructor, Solid Waste Association of North America
Family Financial Counselor, Christian Financial Concepts
Full Profile

Debbie Lee La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Advisor • Sales Agent • Sales Representative • SalesForce Administrator • Database Administration Professional • Database Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Insurance Professional • Underwriter

Experience & Education

Position:
Personal Lines Insurance Agent Committed to protecting your personal homes and property and your at ...
Title:
Personal Insurance Adviser at Westland Insurance Services
Location:
La Crosse, Wisconsin Area
Industry:
Insurance
Work history:
Westland Insurance - Onalaska Wi 54650Personal Lines Insurance Agent Committed to protecting your personal homes and property and yoursince May 2006The Auto Club Group Sales AgentMay 2004 - May 2006
Skills:
Disability Insurance, Term Life Insurance, Waterfront Property, Whole Life, Health Insurance,...
Certifications:
DHP, DIA, HIA, AHIP American Health Insurance Plans
The Insurance and Financial Advisor Marketing Group
Full Profile

Terri Brennan La Crosse, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Leader • Counselor • Managers • Advisor • Business Administrator • Business Systems Analyst • IT Analyst • Manager • Owner • Operations Manager • Chief Executive • Accounting Clerk • Controlling Specialist • Accounting Bookkeeper • Bookkeeper • Master of Business Administration • Bachelor of Arts

Experience & Education

Position:
Territory Finance Leader at Trane, Six Sigma Master Black Belt at Trane
Title:
Territory Finance Leader at Trane
Location:
La Crosse, Wisconsin Area
Industry:
Building Materials
Work history:
Trane Territory Finance Leadersince Mar 2013Trane Six Sigma Master Black Beltsince Jan 2001
Skills:
Financial Reporting, Process Improvement, Accounting, Analysis, Financial Analysis, Six Sigma,...
Full Profile

Joel Katsma La Crosse, WI

Professions & Specialties

Banker • Financial Services Professional • Financial Services Sales Agent • Financial Consultant • Underwriter • Life Insurance Agent • Actuarial Analyst • Actuarial Associate • Insurance Actuary • Statistician • Construction Worker • Construction Specialist • Construction Laborer • Representative • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Data Entry Specialist • Data Scientist • Student Worker

Experience & Education

Position:
Commercial Underwriter at ACUITY, A Mutual Insurance Company
Title:
Commercial Lines Underwiter, Acuity
Location:
La Crosse, Wisconsin Area
Industry:
Insurance
Work history:
ACUITY, A Mutual Insurance Company - Sheboygan, Wisconsin AreaCommercial Underwritersince Jun 2011Associated Bank Personal BankerNov 2010 - Jun 2011
Financial Advisor at Primerica Financial Services
Full Profile

Mike Wintheiser La Crosse, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Software Tester • Computer Specialist • Chief Executive Officer • Financial Director • Corporate Executive • Chief Executive • Financial Officer • Financial Manager • Chief Accountant • Account Manager • Sales Manager • Accounting Bookkeeper • Bookkeeper • Hospital Care Professional • Health Professional • Health Practitioner • Automotive Specialist • Automotive Professional • Analyst • Analysts • Managers

Experience & Education

Position:
Quality Assurance Officer at Marine Credit Union
Title:
Quality Assurance Officer
Location:
La Crosse, Wisconsin Area
Industry:
Banking
Work history:
Marine Credit Union Quality Assurance Officersince Sep 2011Logistics Health Incorporated - La Crosse, Wisconsin AreaSenior AccountantOct 2010 - May 2011
Key Financial Consultant at Xcel Energy
Full Profile

Brett Welch La Crosse, WI

Professions & Specialties

Financial Services Professional • Financial Services Sales Agent • Representative • Advisor • Insurance Salesperson • Insurance Professional • Underwriter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Services Representative at Cetera Advisor Networks LLC, Investment and Insurance Rep. at...
Title:
Registered Representative at Cetera Advisor Networks LLC, member FINRA/SIPC.
Location:
La Crosse, Wisconsin Area
Industry:
Financial Services
Work history:
Cetera Advisor Networks LLC Financial Services Representativesince May 2010Coulee Country Financial Services - West Salem, WI 54669Investment and Insurance Rep.since Jun 2006
Skills:
Retirement Planning, Estate Planning/Conservation, Risk Management, Retirement, Strategic Financial ...
Internet Marketing for the Financial Advisor by AdvisorWorld
Full Profile


Financial Consultants near La Crosse, WI02468OnalaskaDecorahDakotaSpartaWest SalemViroquaTomahMelroseHolmenPrairie du Chien