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Trust Law Attorneys in Wisconsin

Trust Law Attorneys in Oshkosh, WI

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Here is a complete list of nearly every local Trust Law Attorneys in Oshkosh, WI.

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22 results found

Dan Evensen Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Senior Vice President • Manager • Chief Administrative Officer • Vice President • Chief Executive • Operations Manager • Financial Services Professional • Financial Services Sales Agent • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Senior Vice President/Personal Trust Manager at Associated Trust Company, NA

Location:

Oshkosh, Wisconsin Area

Industry:

Investment Management

Work history:

Associated Trust Company, NA Senior Vice President/Personal Trust Managersince Jun 2010Thrivent Financial Bank SVP-Director of TrustJan 2004 - Feb 2010

Skills:

Series 7, Strategic Financial Planning, Estate Planning, Investments, Insurance

David Ogilvie Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Board Member • Partner • Management Team Executive • Operations Manager • Chief Executive • Investor • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Production Worker • Automotive Specialist • Automotive Professional • Department Store Salesperson • Retail Professional • Retail Salesperson

Experience & Education

Position:

Partner/Investor at Independent Cycle Inc., Board Member/Shareholder at American National Bank -...

Title:

Board Member/Shareholder at American National Bank - Fox Cities

Location:

Oshkosh, Wisconsin Area

Industry:

Venture Capital & Private Equity

Work history:

Independent Cycle Inc. Partner/Investorsince Apr 2008American National Bank - Fox Cities Board Member/Shareholdersince 2005

Skills:

Lean Manufacturing, Product Development, Process Improvement, Manufacturing

Nary Lor Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Office Assistant • Assistant to the President • Office Clerk • Clerical Specialist • Administrative Associate • Administrative Clerk • Owner • Chief Administrative Officer • Chief Executive • Designers • Certified Nurse Aide • Nurse • Nurse Practitioner • Supplier • Equipment Tools Purchasing Agent • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Department Store Salesperson • Retail Professional • Retail Salesperson • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Office Manager / Executive Assistant at Fiduciary Partners, Owner/Designer at NV Designs (Sole...

Title:

Office Manager / Executive Assistant

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

Fiduciary Partners Office Manager / Executive Assistantsince Jun 2008NV Designs Owner/Designersince Jan 2000

Ann Stark Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Vice President • Chief Executive • Advisor • Non-Profit • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Trust and Estate Settlement Officer at Fiduciary Partners Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

Fiduciary Partners Inc. Trust and Estate Settlement Officersince Jul 2010JPMorgan Vice President & Sr. Trust AdvisorMar 2004 - Jul 2008

Bev Nespodzany Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers

Experience & Education

Position:

Trust Administrator at Fiduciary Partners Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Banking

Work history:

Fiduciary Partners Inc. Trust Administrator

Lona Ebert Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Counselor • Philanthrope • Advisor • Non-Profit • Baker • Certified Nurse Aide • Nurse • Nurse Practitioner

Experience & Education

Position:

CPA/Consultant at Baker Tilly Virchow Krause, LLP

Location:

Oshkosh, Wisconsin Area

Industry:

Accounting

Work history:

Baker Tilly Virchow Krause, LLP CPA/Consultantsince Sep 1999Schumaker Romensko & Associates CPA1987 - 1999

Skills:

CPA, Income Tax, Accounting, Financial Reporting, Qualified Retirement Plans, Qualified Plan...

Peter Rogers Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Chairperson • Founder • Director • Chief Executive • Founding Member • Operations Manager

Experience & Education

Position:

President at Fiduciary Partners Inc.

Title:

President, Fiduciary Partners Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Banking

Work history:

Fiduciary Partners Inc. Presidentsince Sep 2001Citizens Bank - Flint President, F&M Trust Company1996 - 2001

Stephanie Kangas Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Chief Executive • Office Assistant • Office Clerk • Clerical Specialist • Licensed Real Estate Broker • Property Manager • Real Estate Manager

Experience & Education

Position:

Owner at SEL Office Consulting

Location:

Oshkosh, Wisconsin Area

Industry:

Executive Office

Work history:

SEL Office Consulting OwnerApple Valley Realtors Office ManagerMay 2008 - Jan 2010

Alan Blake Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

VIce President at Fiduciary Partners, Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

Fiduciary Partners, Inc. VIce Presidentsince Aug 2009

Skills:

Retirement Planning, Estate Planning, Wealth Management, Portfolio Management, Asset Management,...

Dick Gamble Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Vice President • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Vice President at Fiduciary Partners, Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

Fiduciary Partners, Inc. Vice PresidentSilton, Seifert, Carlson & Gamble, S.C. Attorney1995 - 2007

Christopher Platten Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Owner • Manager • Chief Executive • Operations Manager • Certified Public Accountant • Accounting Bookkeeper • Bookkeeper • Tax Accountant • Bachelor of Science • Psychologist • Property Manager • Real Estate Manager • Financial Services Professional • Financial Services Sales Agent • Psychology Specialist

Experience & Education

Position:

Owner at Chris Platten CPA, LLC

Title:

Owner of Chris Platten CPA, LLC

Location:

Oshkosh, Wisconsin Area

Industry:

Accounting

Work history:

Chris Platten CPA, LLC Ownersince Jun 2009Schenck Business Solutions Tax ManagerJun 2007 - May 2009

Skills:

Income Tax, Corporate Tax, Estate Planning, Retirement Planning, Partnership Taxation, Tax, Tax...

Kerry Gasman Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Analyst • Analysts • Owner • Chief Executive

Experience & Education

Position:

Owner at National Administration Inc., Accredited Investment Fiduciary Analyst at Planning...

Title:

Accredited Investment Fiduciary Analyst at Planning Concepts, Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Accounting

Work history:

National Administration Inc. Ownersince Apr 1999Planning Concepts, Inc. Accredited Investment Fiduciary Analystsince Feb 1993

Nathaniel Gehring Oshkosh, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Sports Trainer • Sports Trainers • Financial Consultant • Financial Services Professional • Financial Services Sales Agent • 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 • 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

Angela Brandenburg Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Founder • Chairperson • Founding Member • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Manager • Operations Manager • Secretary • Student Worker • Sales Person • Sales Representative • Licensed Real Estate Broker • Property Manager • Real Estate Manager • Apprentice • Business Administrator • Organization Management • Non-Profit • Spokesperson • Representative • Managers

Experience & Education

Position:

Founder at A2Z Dream Workshop

Location:

Oshkosh, Wisconsin Area

Industry:

Professional Training & Coaching

Work history:

A2Z Dream Workshop Foundersince Mar 2009Alpha Kappa Psi - Chicago Alumni Chapter PresidentDec 2008 - Jul 2009

Skills:

Sales Consulting, Brand Development, Process Improvement, Viral & Social Media Marketing,...

Martin Suechting Oshkosh, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Senior Advisor • Advisor • Practice Leader • Operations Manager • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Chief Executive • Master of Business Administration • Account Service Manager • Client Service Officer • Services Professional • Sales and Service Specialist • Sales Agent • Sales Representative • Customer Service

Experience & Education

Position:

Senior Consultant, Retirement Plans Practice Leader at Bullseye Capital LLC

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

Bullseye Capital LLC Senior Consultant, Retirement Plans Practice Leadersince Apr 2010The Newport Group Senior ConsultantAug 1999 - Nov 2009

Skills:

- Fiduciary Governance, - Fee & Service Benchmarking, - Vendor Seach, Selection, & Management, -...

Mike Savides Oshkosh, WI

Professions & Specialties

Lawyers • Business Analyst • Supporting Member • Analyst • Analysts • Team Member • Consumer Goods Professional • Commodities Clerk • Financial Analyst • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Position:

Associate Business Analyst at Kimberly-Clark

Location:

Oshkosh, Wisconsin Area

Industry:

Consumer Goods

Work history:

Kimberly-Clark - Oshkosh, Wisconsin AreaAssociate Business Analystsince May 2013Kimberly-Clark - Oshkosh, Wisconsin AreaFinancial Analyst IIFeb 2011 - Apr 2013

Certifications:

CFA Level 1 Candidate, CFA Institute

Jeffrey Cfp Oshkosh, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Owner • Marketing Director • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Operations Manager • Nurse • Nurse Practitioner

Experience & Education

Position:

Owner at The Advisory Group, Inc., President & Chief Marketing Officer at The Advisory Group, Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

The Advisory Group, Inc. Ownersince Jan 1996The Advisory Group, Inc. President & Chief Marketing Officersince 1996

Skills:

Employee Benefits with special emphasis on Retirement Plans, both Qualified and Non-Qualified Plans

M Brandenburg Oshkosh, WI

Professions & Specialties

Fiduciary • Trust Law Attorney • Lawyers • Speaker • Spokesperson • Representative • Founder • Founding Member • Chief Executive • Training and Coaching Professional • Professional Development Teacher • Business Administrator • Operations Manager • Sales Representative • Property Manager • Real Estate Manager • Student Worker

Experience & Education

Title:

Inspirational Speaker and Founder of the A2Z Dream Workshop

Location:

Oshkosh, Wisconsin Area

Industry:

Professional Training & Coaching

Wendy Hoeft Oshkosh, WI

Professions & Specialties

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

Jeffrey Diehl Oshkosh, WI

Professions & Specialties

Counselor • Advisor • Owner • Marketing Director • Chairperson • Chief Executive • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper

Experience & Education

Position:

Retirement Plan Consultant at The Advisory Group, Inc., Owner at The Advisory Group, Inc.,...

Title:

Retirement Plan Consultant at The Advisory Group, Inc.

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

The Advisory Group, Inc. Retirement Plan Consultantsince Jun 2011The Advisory Group, Inc. Ownersince Jan 1996

Michael Savides Oshkosh, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Financial Analyst • Consumer Goods Professional • Commodities Clerk • Trader • Capital Markets Professional • Financial Services Professional • Financial Services Sales Agent

Experience & Education

Title:

Financial Analyst at Kimberly-Clark

Location:

Oshkosh, Wisconsin Area

Industry:

Consumer Goods

Bj Grassmann Oshkosh, WI

Professions & Specialties

Trust Law Attorney • Lawyers • Vice President • Sales Director • Chief Executive • Sales Manager • Certified Nurse Aide • Nurse • Nurse Practitioner • Finance and Accounting Specialist • Accounting Bookkeeper • Bookkeeper • Compensations and Benefits • Account Service Manager • Client Service Officer • Customer Service

Experience & Education

Position:

VP, Regional Sales Director at BMO Retirement Services

Location:

Oshkosh, Wisconsin Area

Industry:

Financial Services

Work history:

BMO Retirement Services VP, Regional Sales Directorsince Aug 1989M&I Institutional Trust Services VP, Regional Sales DirectorOct 1998 - Jun 2011

Skills:

401k, Defined Benefit, Retirement Planning, Qualified Retirement Plans, Profit Sharing, Employee...

Certifications:

Certified Employee Benefits Specialist(CEBS), Wharton School of Business
Accredited Investment Fiduciary(AIF), Fiduciary 360

Trust Law Attorneys around Oshkosh, WI

Appleton (20)

De Pere (3)

Kaukauna (3)

Menasha (3)

Neenah (2)

Rosendale (1)

Trust Law Attorneys in Wisconsin

Sub-specializations

Fiduciary (22)