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Financial Consultants in Wisconsin

Financial Consultants in Milwaukee, WI

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250 results found

Lindsey Cook Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Business Manager • Analyst • Analysts • Advisor • Doctor of Dental Surgery • Master of Business Administration • Bachelor of Arts • Operations Manager

Experience & Education

Position:
Financial Consultant at CUNA Mutual Group
Location:
Greater Milwaukee Area
Industry:
Insurance
Work history:
CUNA Mutual Group Financial Consultantsince Jun 2013Humana Financial ConsultantMay 2012 - Jun 2013
Full Profile

Michelle Feick Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Coordinator • Desktop Publisher • Non-Profit • Recognition • Managers • Computer Operator Specialist • Model • Illustrator • Graphic Design Specialist • Graphic Designer • Builder • Construction Specialist • Construction Laborer • SharePoint Administrator • Network Systems Administrator • Computer Network Professional • Network Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Underwriter • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Office Clerk • Clerical Specialist • Buyer and Seller • Sales Representative

Experience & Education

Title:
Project Coordinator / Proposal Writer / Data Specialist
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co., Inc - Greater Milwaukee AreaProject Coordinator, Desktop Publisher, Public FinanceOct 2001 - Apr 2013Robert W. Baird & Co. - Greater Milwaukee AreaPublic FinanceSep 1999 - Apr 2013
Skills:
PowerPoint, Word, Excel, Access, Outlook, Newsletters, Spreadsheets, Proposal Writing, Problem...
..is a leading municipal underwriter and financial advisor in the Midwest
Full Profile

Robin Muller Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Business Development Manager • Territory Sales Manager • Region Manager • Financial Officer • Community Service Manager • Construction • Community Organizer • Managers • Area Manager • Advisor • Community Organization Worker • Agent • Sales Representative • Master of Business Administration • Master of Science • Government Administration Professional • Social Workers

Experience & Education

Position:
Financial Advisor at Morgan Stanley Wealth Management
Location:
Milwaukee, Wisconsin
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management - Wauwatosa WisconsinFinancial Advisorsince May 2011US Census Bureau Regional Geography ManagerJun 2009 - Sep 2010
Full Profile

Briana Tucker Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advertising Professional • Advertising Sales Agent • Administrative Associate • Administrative Clerk • Clerical Specialist • Data Entry Specialist • Data Scientist • Chairman of the Board • Chief Administrative Officer • Chairperson • Chief Executive • Marketing Professional • Publishing Professional • Operations Manager • Student Worker • Health Professional • Health Practitioner • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Transition Account Assistant (Temporary Position via Robert W. Baird) at Robert W. Baird & Co.
Location:
Milwaukee, Wisconsin
Industry:
Marketing and Advertising
Work history:
Robert W. Baird & Co. - Greater Milwaukee AreaTransition Account Assistant (Temporary Position via Robert W. Baird)since Feb 2013Gonzalez Saggio & Harlan LLP - Greater Milwaukee AreaAdministrative Assistant (Temporary Position through Elite Human Capital)Jun 2012 - Oct 2012
Skills:
Customer Focused Marketing, Customer Retention, Customer Acquisition, Market Research, Secondary...
..packets of forms to the appropriate Financial Advisor
Full Profile

Casey Berrall Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Consultant at The Berrall Kons Group of Wells Fargo Advisors
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
The Berrall Kons Group of Wells Fargo Advisors Financial Consultantsince Feb 2009Morgan Stanley Financial AdvisorAug 2003 - Feb 2009
Skills:
Retirement & Retirement Income Planning, Corporate 401k Plans, Divorce Financial Planning
Full Profile

Tim Cornell Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Program Director • Chairperson • Operations Manager • Secretary • Nurse • Nurse Practitioner • Master of Science • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:
Business Owner / Consultant at Pathway Partners, LLC, Financial Advisor at Cornell Associates
Title:
Owner / Consultant, Pathway Partners, LLC, Financial & Insurance Services
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Pathway Partners, LLC Business Owner / Consultantsince Feb 2007Cornell Associates Financial Advisorsince May 2003
Full Profile

Frank Samuel Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chief Executive Officer • Vice President • Corporate Executive • Chief Executive • Biotechnology Professional • Biologist • Biological Scientist • Chief Operating Officer • Senior Manager • Director of Operations • Financial Officer • Financial Manager • General and Operations Manager • Operations Manager • Project Managers • Finance and Accounting Specialist • Accounting Clerk • Auditor • Accounts Payable • Accounts Payable Specialist • Accounting Bookkeeper • Bookkeeper • Project Manager • Advisor • Business Intelligence Professional • Non-Profit • Management Analyst • Analysts • Business Consultant • Sports Trainer • Sports Trainers • Equipment Tools Purchasing Agent • Department Store Salesperson • Retail Professional • Retail Salesperson • Master of Business Administration • Bachelor of Science • Information Technology Specialist • IT Specialist • Recruitment • Nurse Practitioner

Experience & Education

Title:
General Manager and Vice President, Amiran Technologies and Subsidiaries
Location:
Greater Milwaukee Area
Industry:
Biotechnology
Work history:
Amiran Technologies - Amiran BioChemicals - Greater Milwaukee AreaVice PresidentJul 2011 - Apr 2013DLC Consulting - Greater Chicago AreaFinancial ConsultantNov 2010 - Jun 2011
Skills:
Budgets, Financial Reporting, Auditing, Management, Strategic Planning, Six Sigma, General Ledger,...
Full Profile

Sandy Lundberg Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Paralegal • Litigation Support Specialist • Law Specialist • Lawyers • Underwriter • Construction

Experience & Education

Position:
Paralegal at Foley & Lardner LLP
Title:
Public/Health Care Finance Paralegal - Foley & Lardner LLP
Location:
Greater Milwaukee Area
Industry:
Law Practice
Work history:
Foley & Lardner LLP - Milwaukee, WIParalegalsince Oct 1993First Bank (N.A.) n/k/a U.S. Bank National Association - Milwaukee, WICorporate Trust AdministratorFeb 1986 - Oct 1993
financial advisor
Full Profile

Greg Johnson Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Vice President • Chief Executive • Community Service Manager • Marketing Manager • Government Administration Professional • Brand Planner • Brand Representative • Sewer

Experience & Education

Position:
Financial Advisor/Vice President at Ehlers
Title:
Financial Advisor at Ehlers
Location:
Greater Milwaukee Area
Industry:
Government Administration
Work history:
Ehlers Financial Advisor/Vice Presidentsince Oct 2005City of De Soto, Kansas City AdministratorSep 2002 - Sep 2005
Full Profile

Robert Sullivan Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Counselor • Non-Profit • Independent Contractor • Advisor • Contractor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Operations Manager • Financial Officer • Financial Manager • Chief Executive

Experience & Education

Title:
Investment Consultant at Harris Bank
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Harris Bank Investment ConsultantOct 2010 - May 2012Raymond James Financial Financial Consultant - Independent ContractorApr 1997 - Oct 2009
Full Profile

Alan Krajcir Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Master of Business Administration • Business Specialist • Sales Support • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Operations Manager • Managers • Sales Manager • Manager

Experience & Education

Position:
Business Specialist at Apple Retail
Title:
B2B Sales Professional for Apple and MBA Student
Location:
Greater Milwaukee Area
Industry:
Retail
Work history:
Apple Retail - Wauwatosa WIBusiness Specialistsince Sep 2011MetLife Financial AdvisorSep 2010 - Sep 2011
Skills:
Customer Experience, Retail, Customer Satisfaction, Sales, Direct Sales, Cold Calling, Sales...
Languages:
English, HTML
Certifications:
Series 6
Series 65
Full Profile

Cortlandt Howell Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Program Associate • Supporting Member • Business Intelligence Professional • Team Member • Business Consultant • Advisor • Model • Finance and Accounting Specialist • Financial Analyst • Accounting Bookkeeper • Bookkeeper • Project Managers

Experience & Education

Position:
PWM Foundations Program Associate at Robert W. Baird & Co.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - Greater Milwaukee AreaPWM Foundations Program Associatesince Feb 2013Promega Corporation - Madison, WIAssociate Financial AnalystMay 2012 - Feb 2013
Skills:
Financial Modeling, Valuation, Microsoft Excel, Financial Analysis, Analysis
culminating in participation in the Financial Advisor Training Program
Full Profile

Valerie Braun Milwaukee, WI

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Financial Manager • Vice President • Chief Executive • Agent • Sales Representative • Bachelor of Science • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member • Analysts

Experience & Education

Position:
Portfolio Manager - Government Banking Division at US Bank
Location:
Greater Milwaukee Area
Industry:
Investment Banking
Work history:
US Bank - Milwaukee, WIPortfolio Manager - Government Banking Divisionsince Nov 2010Lantern Associates, LLC Freelance Financial ConsultantJun 2009 - Feb 2010
Full Profile

Jason Visner Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Advisor • Survivor • Security • Reality Show • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Agent • Sales Representative • Independent Business Owners • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Automotive Specialist • Automotive Professional • Construction Administrator • Construction Specialist • Construction Laborer • Process Engineer • Industrial Engineer • Computer Specialist

Experience & Education

Position:
Certified Federal Benefit Advisor at USA Federal Benefit Advisors, Financial Advisor at Ramiah...
Title:
Financial Advisor
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
USA Federal Benefit Advisors Certified Federal Benefit Advisorsince Jul 2011Ramiah Investment Group Financial Advisorsince Nov 2010
Full Profile

Chris Wacker Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
President & co-founder at The Wisconsin Business Consortium, Financial Advisor, Park Avenue...
Title:
Financial Advisor, Park Avenue Securities LLC at Dettlaff & Company Incorporated
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
The Wisconsin Business Consortium President & co-foundersince May 2008Dettlaff & Company Incorporated - Brookfield, WIFinancial Advisor, Park Avenue Securities LLCsince May 1999
Skills:
The ability to teach lifelong, holistic financial principals., 401(k) & IRA asset allocation...
Certifications:
Serires 63, 6, 7, 65
Full Profile

Mike Matrise Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Underwriter • Government Service Executive • Government Administration Officer • Civil Servant

Experience & Education

Position:
President, Financial Advisor at MPC Financial Services
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
MPC Financial Services President, Financial Advisorsince Dec 1974
Skills:
Mike is a Chartered Financial Consultant (ChFC) professional, as well as a Registered Health...
Full Profile

Amanda Ihlefeld Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Project Analyst • Construction • Office Clerk • Clerical Specialist • Analysts • General Contractor • Construction Manager • Equipment Operator • Business Administrator • Bartender • Managers • Industrial Operator • Construction Worker • Construction Specialist • Construction Laborer • Model • Travel Agent • Travel Counselor • Oncologist • Medical Practice Professional • Medical Practitioner • Bachelor of Science • Master of Business Administration • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Advertising Professional • Market Analyst • Advertising Sales Agent • Market Research Analyst • Nurse • Nurse Practitioner • Production Manager • Operations Manager

Experience & Education

Position:
On Call Business Office Assistant at Edward Jones, Project Analyst at D&L Grading Inc
Location:
Greater Milwaukee Area
Industry:
Construction
Work history:
Edward Jones On Call Business Office Assistantsince Jan 2008D&L Grading Inc Project Analystsince Jan 2007
Skills:
Advertising, cost analysis, bidding jobs, color coordinating, management, database administration,...
..support to the customers and the financial advisor
Full Profile

Jeffrey Krause Milwaukee, 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 • Supporting Member • Team Member

Experience & Education

Position:
Financial Advisor at Morgan Stanley Smith Barney
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Morgan Stanley Smith Barney - Pewaukee, WIFinancial Advisorsince Feb 2010Morgan Stanley Smith Barney - Chicago, ILRegistered AssociateJul 2007 - Feb 2010
Full Profile

Joanna Witting Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sales Manager

Experience & Education

Work

Company:
Advanced pain management
Patient financial counselor
Company:
Wheaton franciscan healthcare - Racine, WI
Patient financial counselor
Full Profile

Tim Schlosser Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Sivak Financial Group
Title:
Financial Advisor
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Sivak Financial Group - Delafield, WIFinancial Advisorsince Jun 2009Neumann Developments InternJun 2008 - Sep 2008
Skills:
Retirement Planning, Life Insurance, Retirement, Investments, 401k, Estate Planning, Disability...
Full Profile

Suzanne Gutierrez Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Team Member • Nurse Practitioner

Experience & Education

Work

Company:
Wheaton franciscan healthcare - West Allis, WI
Bilingual payer services representative
Company:
Medical college of wisconsin - Milwaukee, WI
Bilingual financial counselor

Skills

Bilingual-Spanish/English, fluent in both, I can read and write, excellent customer/communication...
Full Profile

Amy Buelow Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Partner • Chief Executive • Advisor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Title:
Financial Advisor at Thrivent Financial for Lutherans
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Associatesince Dec 2009Infosoft Group (dba MilwaukeeJobs.com, MetroChicagoJobs.com and LocalJobNetwork.com) Account ExecutiveMay 2009 - Sep 2009
Full Profile

Mark Zalewski Milwaukee, 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 • Counselor • Entrepreneur • Advisor • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Economic Development Specialist • Economic Research Analyst • Economic Expert • Economist • Educator • Education Professional • Instructor

Experience & Education

Position:
Vice President, Senior Investment Consultant, CFP® at Robert W. Baird
Title:
Vice President at Robert W. Baird
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Robert W. Baird Vice President, Senior Investment Consultant, CFP®since Oct 1997
has been a Baird Financial Advisor since 1997
Full Profile

Matthew Buck Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Ameriprise Financial
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Ameriprise Financial Financial Advisor
Full Profile

Lori Baumann Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Sales Manager • Regional Sales Consultant • Sales Representative

Experience & Education

Position:
Vice President at Robert W. Baird & Co.
Title:
Financial Advisor at Robert W. Baird & Co.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. Vice Presidentsince Dec 2004Adelman Travel Group Regional Sales ManagerJun 2001 - Dec 2004
Full Profile

Megan Pluta Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Office Assistant • Advisor • Apprentice • Office Clerk • Clerical Specialist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Administrative Officer • Chief Executive • Student Worker

Experience & Education

Position:
Executive Assistant at Alliance Wealth Management, Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Alliance Wealth Management, Inc. - Greater Milwaukee AreaExecutive Assistantsince Aug 2011Alliance Wealth Management, Inc. - Greater Milwaukee AreaAdministrative Support InternJun 2007 - Aug 2011
..and prioritized workflow for the Financial Advisor
Full Profile

Christopher Svacina Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial consultant at Stifel Nicolaus
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Stifel Nicolaus Financial consultant
Full Profile

Ann Thompson Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Wintrust Wealth Management
Title:
Wintrust Wealth Management
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Wintrust Wealth Management Financial Advisorsince 2012
Full Profile

Joshua Traudt Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at Ziegler Wealth Management
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

Barbara Weiher Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • President and Owner • Vice President • Owner • Chairperson • Chief Executive • Construction

Experience & Education

Position:
Vice President/Owner at Carmel Builders Design Build Remodel
Title:
Vice President and Owner, Carmel Builders, Inc Award Winning Design Build Remodel Firm
Location:
Greater Milwaukee Area
Industry:
Construction
Work history:
Carmel Builders Design Build Remodel Vice President/Ownersince Nov 2002Ellenbecker Investment Group Financial AdvisorMay 2002 - Dec 2002
Full Profile

Kostas Vasilopoulos Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Vast medical ltd, athens greece
Financial advisor
Company:
Vouros o.e. , athens greece
Accountant intership

Skills

Web design,Microsoft Office Suite Proficient,Inventory Management Software Admin
Full Profile

Paul Lang Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Chase Investments
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Chase Investments Financial Advisor
Full Profile

Jason Namer Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Associate in Applied Science

Experience & Education

Position:
Financial advisor at AAS
Location:
Greater Milwaukee Area
Industry:
Accounting
Work history:
AAS Financial advisor
Full Profile

Cassandra Idle Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at wells fargo
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
Wells fargo Financial advisor
Full Profile

Chris Watts Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Northwestern Mutual
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
Northwestern Mutual Financial Advisor
Full Profile

Vlad Ivankovic Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at Creative Planning Financial Group
Location:
Greater Milwaukee Area
Industry:
Insurance
Work history:
Creative Planning Financial Group Financial advisor
Full Profile

Chris Svacina Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Stifel Nicolaus
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Stifel Nicolaus Financial Advisor
Full Profile

Kenneth Bjurstrom Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • School Principal • School Administrator • Educational Manager • Counselor • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Senior Vice President • Vice President • Chief Executive

Experience & Education

Position:
Principal and Financial Consultant at Milliman
Title:
Principal at Milliman, Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Milliman Principal and Financial Consultantsince Jan 1999Wells Fargo Home Mortgage Senior Vice President Credit Risk Structuring1998 - 1999
Full Profile

Lisa Lopacinski Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Financial Advisor
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Financial Advisor Financial Advisorsince Nov 2009Neptune Comics Owner2004 - 2010
Skills:
finances, budget marketing
Full Profile

Rob Hellman Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at B.C. Ziegler and Co.
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

Jeff Kohl Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Relationship Manager • Account Service Manager • Client Service Officer • Customer Service • Accounting Bookkeeper • Bookkeeper • Real Estate Manager

Experience & Education

Position:
Vice President of Intermediary Accounts at Heartland Advisors, Inc.
Title:
Vice President, RIA Relationship Manager at Heartland Advisors, Inc.
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Heartland Advisors, Inc. Vice President of Intermediary Accountssince Apr 1996Morgan Stanley Smith Barney Financial ConsultantFeb 1993 - Mar 1996
Full Profile

Zachariah Perez Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
FINANCIAL ADVISOR at EDJ Associates, Inc.
Location:
Greater Milwaukee Area
Industry:
Management Consulting
Full Profile

Glenn Mccullough Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at PNC Investments
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
PNC Investments Financial Advisorsince Sep 2010MassMutual Financial Group Regional Sales DirectorDec 2007 - Jan 2009
Full Profile

Sarah Kingston Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial advisor at we energy
Location:
Greater Milwaukee Area
Industry:
Accounting
Work history:
We energy Financial advisor
Full Profile

Kristine Slamka Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Edward Jones Financial Advisorsince Mar 2010Robert W. Baird SVP, Director of PWM Technology StrategyJul 2008 - Jan 2010
Full Profile

Jim Myre Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Manager • Sales Director • Operations Manager • Business Development Manager • Advertising Sales Agent • Commodities Clerk

Experience & Education

Position:
Financial Advisor at Merrill Lynch
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Merrill Lynch Financial Advisorsince Sep 2008Sylmark National Sales ManagerApr 2005 - Jun 2006
Full Profile

Joe Havlik Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Director of Finance at Peace of Mind Concierge Service
Location:
Greater Milwaukee Area
Industry:
Consumer Services
Work history:
Peace of Mind Concierge Service - N87W16458 Appleton Ave, Menomonee Falls, WI 53051-2851Director of Financesince Apr 2011Edward Jones Financial AdvisorOct 2009 - Jul 2010
Full Profile

Justin Behm Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Professional at AXA Advisors
Title:
Financial Advisor at AXA Advisors
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
AXA Advisors - Milwaukee, WIFinancial Professionalsince May 2011
Skills:
Insurance, Excel, PowerPoint, Problem Solving, Coaching, Investments, Retirement Planning,...
Full Profile

C.j. Langjahr Milwaukee, WI

Professions & Specialties

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

Experience & Education

Position:
Private Client Advisor at J.P. Morgan Chase Bank, N.A.
Title:
Private Client Advisor, J.P. Morgan Chase Bank, NA
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
J.P. Morgan Chase Bank, N.A. - 2402 E Moreland Blvd Waukesha, WI 53186Private Client Advisorsince May 2006Olde Stockbrokers now Ameriprise Financial Financial AdvisorJan 1999 - May 2006
Skills:
Series 7, Retirement Planning, Series 63, Wealth Management, Mutual Funds, Series 65, Series 6,...
Full Profile

Scott Cayo Milwaukee, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Customer Service • Client Service Officer • Business Administrator • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Greater Milwaukee Area
Industry:
Sports
Work history:
Edward Jones - Wauwatosa, WIFinancial Advisorsince Aug 2010Doubletree Hotel Customer Service RepresenativeOct 2008 - Jul 2010
Skills:
Investments, Customer Service, Leadership, Customer Satisfaction, Public Speaking, Marketing,...
Languages:
French
Full Profile


Financial Consultants near Milwaukee, WI0918273645BrookfieldWaukeshaRacineMenomonee FallsPewaukeeThiensvilleWest BendOak CreekMuskegoCedarburg