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Financial Planners in Wisconsin

Financial Planners in Milwaukee, WI

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101 results found

Tommy Hey Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Independent Values-Based Financial Planner, advancing and creating Financially Independent Clients
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

Anthony Preman Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Counselor • Planner • Advisor • School Principal • School Administrator • Educational Manager • Founder • Founding Member • Chief Executive • Tour Guide • Operations Manager • Psychology Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Senior Investment Adviser Rep./ Financial Planner at Principal Financial Group, Founder,...
Title:
Senior Investment Adviser Rep./ Financial Planner at Principal Financial Group
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Principal Financial Group Senior Investment Adviser Rep./ Financial Plannersince Jun 2009Magellan Consulting, LLC Founder, Quantitative Consultantsince Jan 2006
Skills:
401(k) Plan Administration, Executive Benefits and Solutions, Buy/Sell Agreements, Exit Planning,...
Full Profile

Terry Smith Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Area Manager • Planner • Managers • Region Manager

Experience & Education

Position:
North West Milwaukee Area Manager at Mattress Firm
Location:
Greater Milwaukee Area
Industry:
Retail
Work history:
Mattress Firm North West Milwaukee Area Managersince Jan 2011The Bon Ton Stores Inc. - Greater Milwaukee AreaAssistant Inventory/Financial PlannerJan 2010 - Jan 2011
Skills:
Big Box, Store Management, Merchandising, Associate Development, Visual Merchandising, Shrinkage,...
Full Profile

Michael Koerner Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Board Member • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Annex Wealth Management, Board Member at Board of Directors - Financial...
Title:
Financial Planner at Annex Wealth Management
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Annex Wealth Management Financial Plannersince Aug 2003Board of Directors - Financial Planning Association of Southern Wisconsin - Southern WisconsinBoard Membersince Jan 2013
Full Profile

Geraldine Hoffman Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at United Finacial Systems, Corp
Location:
Greater Milwaukee Area
Industry:
Investment Management
Full Profile

Dave Scaife Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at US Bank NA
Location:
Greater Milwaukee Area
Industry:
Banking
Full Profile

Kathy Berndt Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Advisor • Representative • Working Supervisor • Managers • Agent • Sales Agent • Counter Manager • Sales Representative • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Independent Financial Advisor at Investment Destiny/First Allied Securities
Title:
Financial Planner specializing in retirement planning
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Investment Destiny/First Allied Securities - Brookfield, WIIndependent Financial Advisorsince Oct 1999Lithographics of Wisconsin Customer Service ManagerJan 1993 - Jan 1999
Full Profile

David Scaife Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:
Financial Planner at US Bank NA
Location:
Greater Milwaukee Area
Industry:
Banking
Full Profile

Mark Ziety Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Advisor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Financial Manager • Trust Law Attorney • Lawyers

Experience & Education

Position:
Financial Planner at Shakespeare Wealth Management, Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Shakespeare Wealth Management, Inc. Financial Plannersince Nov 2009Paladin Partners, LLC Financial PlannerOct 2007 - Nov 2009
Skills:
Wealth Management, Financial Advice, Financial Planning, Retirement Planning, Insurance,...
Full Profile

Brittany Adams Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Security • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recruitment • Operations Manager

Experience & Education

Position:
Financial Security Planning Specialist at Northwestern Mutual
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Northwestern Mutual - Greater Milwaukee AreaFinancial Security Planning Specialistsince Jan 2012Morgan Stanley Smith Barney Financial PlannerDec 2009 - Dec 2011
Full Profile

Chris Jauch Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Advisor • Psychologist • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Psychology Specialist

Experience & Education

Position:
Vice President/Client Advisor at Cedar Street Advisors - A Marshall & Ilsley Company
Title:
Vice President - Client Advisor at Cedar Street Advisors
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Cedar Street Advisors - A Marshall & Ilsley Company Vice President/Client Advisorsince Oct 2005The Ayco Company, L.P. - A Goldman Sachs Company Senior Financial PlannerJun 2002 - Oct 2005
Full Profile

Michael Haubrich Milwaukee, WI

Professions & Specialties

Financial Planner • Certified Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Chairperson • Owner • Chief Executive • Financial Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Financial Service Group, Inc., President at Financial Service Group, Inc.
Title:
President at Financial Service Group, Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Financial Service Group, Inc. Ownersince Jan 1982Financial Service Group, Inc. Presidentsince 1979
Full Profile

Eloise Reinhart Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Support Specialist • Client Service Officer • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Manager • Operations Manager • Customer Service

Experience & Education

Position:
Client Support Specialist at Morgan Kenwood Financial Planners
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Morgan Kenwood Financial Planners Client Support Specialistsince Feb 2002Motorola Proposal ManagerAug 1975 - Oct 1998
Full Profile

Blanche Berenzweig Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Chairperson • Manager • Chief Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Recognition • Representative

Experience & Education

Position:
President at JK Investment Group, Inc., President at BSB Financial Services, Inc.
Title:
President at JK Investment Group, Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
JK Investment Group, Inc. - Greater Milwaukee AreaPresidentsince Nov 2011BSB Financial Services, Inc. - Greater Milwaukee AreaPresidentsince Jan 1986
Skills:
Investment Advisor, Portfolio Manager, Series 7, General Securities, Variable Annuity Programs,...
Certifications:
Certified Financial Planner, Board of Standards
Series 7, Board of Standards
Full Profile

Diane Yagen Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Retail Professional • Buyer • Supplier • Retail Salesperson • Buyer and Seller • Sales Representative • Services Professional • Sales and Service Specialist • Sales Agent

Experience & Education

Title:
Experienced Retail Professional
Location:
Greater Milwaukee Area
Industry:
Retail
Work history:
Bonton, Inc Merchandise Financial Planner - Intimate Apparel2009 - Jul 2012Bonton, Inc - formerly Carson Pirie Scott, PA Bergner, and Boston Store Senior BuyerSep 1977 - Feb 2009
Full Profile

Kurt Schummer Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Board Member • Management Team Executive • Operations Manager • Independent Business Owners • Marketing Intern • Marketing Professional • Advertising Sales Agent • Bachelor of Science • Master of Science • Contractor • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Position:
Financial Planner at Prudential Insurance Company of America, Newark, NJ
Title:
Financial Professional at Prudential Insurance Company of America, Newark, NJ
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Prudential Insurance Company of America, Newark, NJ Financial Plannersince Aug 2006Cream City Foundation Board MemberJul 2008 - Oct 2011
Skills:
Investments, Leadership, Strategic Financial Planning, Insurance
Full Profile

Jeffrey Schimm Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Financial Planning Analyst • Accounting Bookkeeper • Bookkeeper • Accounting Analyst • Financial Analyst • Counselor • Advisor • Independent Business Owners • Contractor • Chief Executive

Experience & Education

Title:
Investment and Financial Services Consultant
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Genworth Financial Senior Product Finance Analyst - Fixed AnnuitiesJan 2005 - Jul 2007Self Employed Investment Consultant - Financial PlannerJan 2003 - Jan 2005
Full Profile

Jean Range Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Puchasing and Estimating Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Financial Manager • Operations Manager

Experience & Education

Position:
Financial Planner at Ellenbecker Investment Group
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Ellenbecker Investment Group Financial Plannersince 2009Ernst & Young Personal Financial Consultant2002 - 2009
Full Profile

Katherine Berndt Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner specializing in retirement planning
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

Kathleen Berndt Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner specializing in retirement planning
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

Joseph Czukas Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Trader • Capital Markets Professional • Supporting Member • Team Member • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Football Coach • Sports Game Coach • Mathematician • Commodities Clerk

Experience & Education

Position:
Partner - Independent Financial Planner at Czukas, McCall & Assoc., Inc.
Title:
Independent Financial Planner, Czukas, McCall & Assoc., Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Czukas, McCall & Assoc., Inc. Partner - Independent Financial Plannersince Jun 2002Marquette University High School Assistant Varsity Football Coach2002 - 2011
Full Profile

Susan Bisswurm Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Consultant • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Vice President • Chief Executive • Chairperson • Partner • Operations Manager • Bachelor of Business Administration • Business Administrator

Experience & Education

Position:
Vice President & Financial Planner at US Bank
Title:
Financial Planner at US Bank
Location:
Greater Milwaukee Area
Industry:
Banking
Work history:
US Bank Vice President & Financial Plannersince Nov 2008Annex Wealth Management Independent Financial AdvisorJan 2007 - Nov 2008
Full Profile

Joe Czukas Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Supporting Member • Team Member • Partner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Mechanical Engineer • Mechanical Engineering Professional • Mechanical Engineering • Technical Writer • Technical Communicator • Author

Experience & Education

Position:
Partner - Independent Financial Planner at Czukas, McCall & Assoc., Inc.
Title:
Independent Financial Planner, Czukas, McCall & Assoc., Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Czukas, McCall & Assoc., Inc. Partner - Independent Financial Plannersince Jun 2002Dorner Mfg Corp Mechanical Engineer/Technical WriterJun 2001 - Jun 2002
Full Profile

Brian Berner Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Relationship Manager • Account Service Manager • Client Service Officer • Analyst • Supporting Member • Analysts • Team Member • Customer Service • Financial Manager

Experience & Education

Work

Company:
Great west retirement services - Milwaukee, WI
Client services relationship manager
Company:
Financial planning and information services, inc. - De Pere, WI
Associate financial planner

Skills

Leadership and interpersonal skills, including demonstrated ability to tactfully influence and...
Full Profile

Andrew Richman Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Vice President • Chief Executive • Chef • Food Preparer • Food Preparation Worker • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Sales Agent • Sales Representative

Experience & Education

Position:
Owner, Chef, and Bottle washer. at Richman Financial Services
Title:
Holistic Financial Planner
Location:
Greater Milwaukee Area
Industry:
Investment Management
Work history:
Richman Financial Services - 10125 W. North Ave. Wauwatosa, WI. 53226Owner, Chef, and Bottle washer.since Jan 2009Farah MFG Sales rep1978 - 1992
Full Profile

Don Savaglia Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Board Member • Chairperson • Chairman of the Board • Chief Executive • Management Team Executive • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner/Owner at Savaglia Investments and Planning
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Savaglia Investments and Planning - 7300 S. 13th St., Suite 103; Oak Creek, WI 53154Financial Planner/Ownersince Jul 1998St. Thomas More Catholic High School Board Member/Board Chairman2003 - 2010
Full Profile

Lyn Gamerdinger Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Instructor • Pedagogue • Manager • Operations Manager

Experience & Education

Position:
Financial Planning Instructor at Waukesha County Technical College
Location:
Greater Milwaukee Area
Industry:
Education Management
Work history:
Waukesha County Technical College Financial Planning Instructorsince Aug 2006Kolb & Company Tax Manager and Financial Planner1999 - 2006
Full Profile

Benjamin Mccabe Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at John Ellison Advisory Group, LTD.
Title:
Financial Planner at John Ellison Advisory Group, LTD
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
John Ellison Advisory Group, LTD. Financial Plannersince Mar 2007
Full Profile

Rebecca Rodgers Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Secretary • Bachelor of Science • Bachelor of Arts • Customer Service • Administrative Clerk • Clerical Specialist

Experience & Education

Work

Company:
Everest college - Milwaukee, WI
Financial planner
Company:
Milwaukee public schools - Milwaukee, WI
Secretary
Full Profile

Justus Morgan Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Financial Service Group, Inc.
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

John Fuller Milwaukee, WI

Professions & Specialties

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

Experience & Education

Work

Company:
Company confidential
Financial planner
Company:
Ameriprise financial - Milwaukee, WI
Financial advisor
Full Profile

Jennifer Marcheske Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Analyst • Analysts • Food Service Director • Food Service Manager • Food Service Supervisor • Food Service Workers

Experience & Education

Work

Company:
Cambridge major laboratories
Financial planner & analyst
Company:
Aramark, university of minnesota - Minneapolis, MN
Food service director

Skills

AMA Financial Analysis certificate 2013
Full Profile

A.j. Kirsch Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Kirsch Financial
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Kirsch Financial Financial Planner
Full Profile

Paul Tereschenco Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Ameriprise Financial
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Ameriprise Financial Financial Planner
Full Profile

Tyler Safford Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Edward Jones
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Edward Jones Financial Planner
Full Profile

Jim Green Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Green & Associates LLC
Title:
Financial Planner
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Green & Associates LLC Financial Plannersince Jan 1993
Full Profile

Kaim Herr Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Interpreter • Language Specialist

Experience & Education

Work

Company:
World financial group
Financial planner
Company:
Language world services, inc
Medical interpreter
Full Profile

Toni Johns Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Edward Jones
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Edward Jones Financial Planner
Full Profile

Wayne Pipkorn Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Independent Contractor • Contractor • Advertising Professional • Advertising Sales Agent • Independent Business Owners

Experience & Education

Position:
Income Tax & Financial Planner at Self Employed (Self-employed)
Title:
Income Tax & Financial Planner at Self Employed
Location:
Greater Milwaukee Area
Industry:
Marketing and Advertising
Work history:
Self Employed Income Tax & Financial Planner
Full Profile

Matt Klewer Milwaukee, WI

Professions & Specialties

Financial Services Professional • Financial Planner • Financial Services Sales Agent • Financial Management Analyst • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Investment Designers
Title:
Independent Financial Services Professional
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Investment Designers Financial Plannersince 1998
Full Profile

Casey Johnson Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Buyer • Buyer and Seller • Sales Representative

Experience & Education

Work

Company:
The bon-ton stores, inc - Milwaukee, WI
Assistant buyer - intimate apparel
Company:
The bon-ton stores, inc. - Milwaukee, WI
Assistant financial planner - cosmetics
Full Profile

Mark Bonady Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial planner at Financial Solutions, LLC
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Financial Solutions, LLC Financial planner
Full Profile

Sue Pope Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Owner • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Owner at Pope Fiancial Services, owner at Pope Financial Services
Title:
Sue Pope CLU,ChFC,CASL
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Pope Fiancial Services OwnerPope Financial Services - southeast wisconsinOwnersince May 1993
Full Profile

Kathy Thomas Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Northwestern Mutual
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Planner
Full Profile

Scott Nowak Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:
Financial Planner at Elmbrook Financial
Location:
Greater Milwaukee Area
Industry:
Financial Services
Work history:
Elmbrook Financial Financial Planner
Full Profile

William Walker Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Planner • Customer Service • Client Service Officer

Experience & Education

Work

Company:
United migrant opportunity services - Milwaukee, WI
Financial/employment planner
Company:
Ser jobs for progress - Milwaukee, WI
Extensive customer service
Full Profile

Christine Brackman Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner, Brackman Financial Strategies
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

Jayson Voigt Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Filbrandt and Company
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

Stephen Karakis Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at ING
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile

Jeff Lister Milwaukee, WI

Professions & Specialties

Financial Planner • Financial Management Analyst • Financial Services Professional • Financial Services Sales Agent • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Title:
Financial Planner at Woodbury Financial Services
Location:
Greater Milwaukee Area
Industry:
Financial Services
Full Profile


Financial Planners near Milwaukee, WI0123BrookfieldMenomonee FallsWaukeshaThiensvilleMuskegoOak Creek