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Financial Consultants in Wisconsin

Financial Consultants in Oshkosh, WI

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Here is a complete directory of nearly all local Financial Consultants in Oshkosh, WI.

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144 results found

Jason Henrich Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Model • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Advisor at Wisconsin Financial Group
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Work history:
Wisconsin Financial Group Financial Advisorsince Apr 2010Ziegler Wealth Management Financial AdvisorAug 2004 - Apr 2010
Skills:
Investment Advisory Services, Separately Managed Accounts, Fixed Income, Equities, 529 Plans,...
Full Profile

Nia John Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Personal Banker/Senior Financial Specialist at US Bank
Location:
Oshkosh, Wisconsin Area
Industry:
Banking
Work history:
US Bank Personal Banker/Senior Financial Specialistsince Aug 2009US Bank Financial ConsultantOct 2007 - Aug 2009
Full Profile

Nathaniel Gehring Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Sports Trainer • Sports Trainers • Independent Contractor • Contractor • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Independent Business Owners • Accounting Bookkeeper • Bookkeeper • Trainer • Senior Customer Service Representative • Client Service Officer • Customer Service • Operations Manager • Trust Law Attorney • Lawyers • Software Developers

Experience & Education

Position:
The Couples Financial Coach at Couples Financial Planning & Coaching, LLC, Personal Financial...
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Couples Financial Planning & Coaching, LLC The Couples Financial Coachsince Jul 2010MHN Government Services Personal Financial Counselor - Independent Contractorsince Oct 2009
Full Profile

Stephen Seidl Oshkosh, WI

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor with MML Investors Services, Inc.
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Full Profile

Kevein Kaufman Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Treasurer • Financial Officer • Financial Manager • Sales Manager • Agent • Sales Representative • Area Manager • Managers • Non-Profit

Experience & Education

Position:
Financial Consultant at AXA Advisors, LLC.
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
AXA Advisors, LLC. Financial Consultantsince May 2009Appleton East Patriot Athletic Club Treasurer2009 - 2010
Skills:
I focus on a five-step planning approach that begins with a discovery of each client's situation
Full Profile

Patrick Rusch Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Representative • Apprentice • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Student Worker • Psychology Specialist

Experience & Education

Position:
Financial Advisor at MassMutual Financial Group
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
MassMutual Financial Group Financial Advisorsince Jun 2010MassMutual Financial Group Financial Services InternMar 2009 - May 2010
Skills:
I offer a broad portfolio of individual life/disability income/long-term care insurance protection, ...
Full Profile

Mike Starshak Oshkosh, 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 • Advisor • Operations Manager

Experience & Education

Title:
Financial Consultant at Sterne Agee
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Full Profile

Steve Sponholtz Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at First National Investment Services
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Work history:
First National Investment Services Financial Advisorsince Sep 2008
Skills:
Investments, Wealth Management, Mutual Funds, Series 7, Investment Advisory, Equities
Full Profile

Rachael Noffke Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Hospital Care Professional • Health Professional • Health Practitioner • Business Administrator • Non-Profit • Certified Pharmacy Technician • Student Worker • Druggist • Pharmacist • Chief Executive • Operations Manager

Experience & Education

Position:
Corporate Integrity Associate at Affinity Health System
Location:
Oshkosh, Wisconsin Area
Industry:
Hospital & Health Care
Work history:
Affinity Health System Corporate Integrity Associatesince Jun 2010Affinity Health System Government Financial Counselor, MedicareSep 2009 - Jun 2010
Full Profile

Steven Seidl Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Investment Broker at Carl M. Hennig, Inc.
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Work history:
Carl M. Hennig, Inc. Investment Brokersince Dec 2010MML Investors Services Inc. Financial AdvisorOct 2009 - Dec 2010
Full Profile

Edward Dengel Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Loan Officers • Chairperson • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Marketing Manager • Region Manager • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Field Marketing Specialist • Marketing Administrator • Area Manager • Managers • Team Member

Experience & Education

Position:
President at Dengel Franchise Advisors, LLC
Location:
Oshkosh, Wisconsin Area
Industry:
Professional Training & Coaching
Work history:
Dengel Franchise Advisors, LLC Presidentsince Jan 2010Wells Fargo Advisors Financial AdvisorAug 2007 - Oct 2009
Full Profile

Andy Weyker Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Lieutenant Colonel • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Nurse • Nurse Practitioner

Experience & Education

Position:
Financial Advisor at Ameriprise Financial, Lieutenant Colonel at United States Army Reserve
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Advisorsince Jun 2010United States Army Reserve Lieutenant Colonelsince 1994
Full Profile

Michael Henschel Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • News Anchor • Commercial Announcer • Presenter • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Agent • Sales Representative • School Principal • School Administrator • Educational Manager • Representative

Experience & Education

Position:
LPL Financial Advisor at Anchor Investment Services
Title:
LPL Financial Consultant at Anchor Investment Services
Location:
Oshkosh, Wisconsin Area
Industry:
Banking
Work history:
Anchor Investment Services LPL Financial Advisorsince Mar 2005Prudential Financial Financial AdvisorJun 1998 - Mar 2005
Full Profile

Colleen Sheahan Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Robert W Baird & Co Inc
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Work history:
Robert W Baird & Co Inc Financial Advisor
Full Profile

Wendy Rabideau Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Client Service Officer • Customer Service • Managers

Experience & Education

Title:
Patient Financial Counselor at Shawano Medical Center
Location:
Oshkosh, Wisconsin Area
Industry:
Insurance
Full Profile

Robert Magrady Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Jp morgan chase - Oshkosh, WI
Mortgage originator
Company:
Chase investment services - Seymour, WI
Financial advisor
Full Profile

Robert Magrady Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Jp morgan chase - Oshkosh, WI
Mortgage originator
Company:
Chase investment services - Seymour, WI
Financial advisor
Full Profile

Bill Fenili Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Financial Advisor
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Full Profile

Adam Anderson Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Work

Company:
Carl hennig inc
Financial advisor
Company:
Northwestern mutual - Oshkosh, WI
Full Profile

Kirt Rezek Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Wealth Advisor at Professional Financial Management, Inc.
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Professional Financial Management, Inc. Wealth Advisorsince Jul 2010Raymond James Financial Services, Inc. Financial AdvisorAug 2009 - Jul 2010
Full Profile

Larry Schultz Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:
Financial Advisor at Carl Henning
Title:
None
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Work history:
Carl Henning Financial Advisor
Full Profile

William Fenili Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Financial Advisor
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Full Profile

David Jensen Oshkosh, 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 Consultant at Thrivent Financial for Lutherans
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans - Greenville, WIFinancial Consultantsince 2007
Full Profile

Steven Sponholtz Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Advisor at First National Investment Services
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Full Profile

Phil Karsnia Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Insurance and Financial Representative at COUNTRY Financial
Title:
Insurance and Financial Advisor
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
COUNTRY Financial Insurance and Financial Representativesince May 2010American Family Insurance Agent2008 - 2010
Full Profile

Jim Mcglone Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Senior Partner at Kerntke Otto McGlone Wealth Management Group
Title:
Owner, Kerntke Otto McGlone Wealth Management Group
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Kerntke Otto McGlone Wealth Management Group Senior Partnersince Feb 2007Ameriprise Financial Financial AdvisorOct 1995 - Feb 2007
Full Profile

Jared Wruck Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor - Stifel Nicolaus at Stifel Financial Corp.
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Stifel Financial Corp. - Appleton, WisconsinFinancial Advisor - Stifel Nicolaussince Jan 2010Northwestern Mutual Financial RepresentativeApr 2007 - Jan 2010
Full Profile

Glenn Nelson Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Advisor at Independence Financial LLC
Location:
Oshkosh, Wisconsin
Industry:
Financial Services
Work history:
Independence Financial LLC Financial Advisorsince Nov 2011Glenn W Nelson, CLU, ChFC Investment Advisor RepresentativeMay 2009 - Oct 2011
Full Profile

Steve Bassetto Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Chairperson • Territory Sales Manager • Vice President • Sales Manager • Sales Director • Chief Executive • Region Manager • Sports Trainer • Sports Trainers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Area Manager • Managers

Experience & Education

Position:
President- Financial Advisor at SB Financial Group
Title:
President & Financial Coach, SB Financial Group
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
SB Financial Group President- Financial Advisorsince Apr 2007Citizens Bank - Flint VP District Sales ManagerDec 2004 - Feb 2007
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

Matthew Schmidt Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Financial Associate at Thrivent Financial for Lutherans
Title:
Financial Consultant for Thrivent Financial for Lutherans
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Thrivent Financial for Lutherans Financial Associatesince Jul 2009Voyageur Financial Group AXA AdvisorsDec 2005 - Jul 2009
Full Profile

Wendy Hoeft Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Advisor to Private Clients & Retirement Plans at Appleton Group Wealth Management
Title:
Advisor to Private Clients & Retirement Plans
Location:
Oshkosh, Wisconsin Area
Industry:
Investment Management
Work history:
Appleton Group Wealth Management Advisor to Private Clients & Retirement Planssince Dec 2005CUNA Mutual Group Registered Rep./Financial AdvisorOct 1998 - Dec 2005
Skills:
Wealth Management, Retirement Planning
Full Profile

Steve Lautenschlager Oshkosh, WI

Professions & Specialties

Certified Financial Planner • Financial Consultant • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Independent Business Owners • Contractor • Financial Manager • Team Member • Chief Executive • Operations Manager

Experience & Education

Position:
Certified Financial Planner at Engels & Lautenschlager Financial Services, Personal Financial...
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Engels & Lautenschlager Financial Services Certified Financial Plannersince Jan 2010Contractor, MHN Government Services Personal Financial Counselorsince Jan 2010
Skills:
I focus on personal financial planning and small business retirement plans, I develop, implement...
Full Profile

R Kaufman Oshkosh, WI

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Full Profile

Patrick Collar Oshkosh, WI

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President / Portfolio Manager at Collar Capital Management, LLC
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Collar Capital Management, LLC President / Portfolio ManagerMorgan Stanley Smith Barney Financial AdvisorAug 2005 - Dec 2009
Full Profile

Matthew Miller Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Tax Consultant • Finance and Accounting Specialist • Tax Accountant • Accounting Bookkeeper • Bookkeeper • Business Administrator • Advisor • Operations Manager

Experience & Education

Position:
Tax Consultant at Business Management Solutions (Sole Proprietorship)
Title:
Student @ University of Phoenix
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Business Management Solutions Tax Consultantsince Jan 2010Winch Advisory Services, LLC Accounting Assistant/Financial AdvisorAug 2006 - Mar 2008
Full Profile

Sheena Hanson Oshkosh, WI

Professions & Specialties

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

Experience & Education

Title:
Financial Advisor
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Full Profile

Kate Thome Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
President at Thome Benefit Solutions, Financial Advisor at Principal Financial Group
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Thome Benefit Solutions Presidentsince Jun 2002Principal Financial Group Financial Advisorsince Jun 2002
Skills:
Trained as an IRA Specialist by Ed Slott, focusing on IRA distribution planning for retirement
Full Profile

Cody Mares Oshkosh, 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 Ameriprise Financial Services, Inc.
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Full Profile

Adam Ness Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Apprentice • Student Worker • Food Preparer • Food Preparation Worker

Experience & Education

Title:
Personal Financial Advisor Intern at
Location:
Oshkosh, Wisconsin Area
Industry:
Retail
Full Profile

Karl Vandenberg Oshkosh, WI

Professions & Specialties

Financial Consultant • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Counselor • Representative • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Team Member

Experience & Education

Position:
Registered Representative at Capital Financial Group, Inc., Owner at Karl Vandenberg Financial...
Title:
Owner/Financial Consultant at Karl Vandenberg Financial Services, LLC
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Capital Financial Group, Inc. Registered Representativesince 2007Karl Vandenberg Financial Services, LLC Ownersince Mar 2006
Full Profile

Patrick Collar Oshkosh, WI

Professions & Specialties

Portfolio Manager • Financial Consultant • Investment Analyst • Puchasing and Estimating Manager • Financial Services Professional • Financial Services Sales Agent • Chairperson • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
President / Portfolio Manager at Collar Capital Management, LLC
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Collar Capital Management, LLC President / Portfolio ManagerMorgan Stanley Smith Barney Financial AdvisorAug 2005 - Dec 2009
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

Betty Adams Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Retired Financial Advisor at Adams Wealth Opportunities LLC, Owner/President at Adams Wealth...
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Adams Wealth Opportunities LLC Retired Financial Advisorsince Dec 2011Adams Wealth Opportunities LLC Owner/Presidentsince Aug 1988
Skills:
Retirement Planning, Wealth Accumulation, Investments, Finance, Financial Services, Wealth...
Full Profile

Bryan Drager Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Certified Financial Planner at Ameriprise Financial
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Certified Financial Plannersince 2005
Certifications:
Certified Financial Planner, CFP Board
As an Ameriprise financial advisor
Full Profile

David Purcell Oshkosh, WI

Professions & Specialties

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

Experience & Education

Position:
Senior Vice President at Robert W. Baird & Co.
Title:
Senior Vice President, Robert W. Baird & Co.
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Robert W. Baird & Co. - Appleton /Neenah WisconsinSenior Vice Presidentsince Dec 1997Ameritech - Madison/MilwaukeeManagementJan 1988 - Dec 1997
Financial Advisor
Full Profile

Dave Passehl Oshkosh, WI

Professions & Specialties

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

Experience & Education

Title:
Financial Consultant - Wolf River Associates of Thrivent Financial
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Full Profile

Michael Verstegen Oshkosh, 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 LPL Financial Services
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Full Profile

Christopher Yaggie Oshkosh, 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 Financial Services, Inc.
Title:
Financial Advisor, Ameriprise Financial Services, Inc.
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Ameriprise Financial Services, Inc. Financial Advisorsince 1999
Full Profile

Brad Borgen Oshkosh, WI

Professions & Specialties

Financial Consultant • Certified Financial Planner • Financial Associate • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Talent Acquisition Advisor • Talent Agent • Recruitment • Leader • Managers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager

Experience & Education

Position:
Financial Advisor at Edward Jones
Location:
Oshkosh, Wisconsin Area
Industry:
Financial Services
Work history:
Edward Jones - Greenville, WIFinancial Advisorsince Sep 2003Thrivent Financial for Lutherans Financial AssociateAug 2000 - Oct 2003
Skills:
Investments, Series 7, Portfolio Management, Retirement Planning, Wealth Management
Full Profile


Financial Consultants near Oshkosh, WI01224364860AppletonNeenahDe PereGreenvilleKaukaunaPlymouthBeaver DamWinneconneMenashaKimberly