Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Randal Wiskirchen is a financial advisor with over 13 years of experience in the industry. Barry is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with VOYA FINANCIAL ADVISORS, INC., B. C. ZIEGLER AND COMPANY, FSC SECURITIES CORPORATION, and ING FINANCIAL PARTNERS, INC.. Barry has passed the Series 63, 66 and 7 exams. Barry specializes in providing financial advice to individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and state or municipal government entities. Barry is also an Independent Insurance Agent and offers financial advice through the DBA name Wiskirchen Financial Group.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
WI
07/18/2018 - Present
Cambridge Investment Research Advisors, Inc. (Mequon WI)
WI
08/06/2010 - 07/19/2018
VOYA FINANCIAL ADVISORS, INC. (OAK CREEK WI)
WI
09/19/2006 - 08/31/2010
B. C. ZIEGLER AND COMPANY (MILWAUKEE WI)
WI
01/23/2006 - 09/21/2006
FSC SECURITIES CORPORATION (WEST BEND WI)
CT
09/07/2005 - 11/30/2005
ING FINANCIAL PARTNERS, INC. (WINDSOR CT)
BOTH
Issued 07/09/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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