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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Betty? Claim Your ProfileBetty Jane Wellhoefer hill is a financial advisor with J. W. Cole Advisors, Inc., and has been in the industry since September 15, 1994. Betty Jane has been associated with J. W. Cole Advisors, Inc. since April 24, 2017. Betty Jane is also registered as a Broker in several states including Arizona, Florida, Hawaii, Illinois, Minnesota, South Carolina, and Wisconsin. Betty Jane also works as an Investment Advisor in Wisconsin. Betty Jane holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the SIE. She is a Certified Financial Planner. Betty Jane's firm specializes in financial planning, portfolio management for individuals and businesses, and educational seminars.
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.
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.
Hourly & fixed rate consulting
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.
A percentage of the total value of assets under management is charged.
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2
WI
04/24/2017 - Present
J. W. Cole Advisors, Inc. (Cedarburg WI)
WI
05/30/2013 - 04/24/2017
LPL FINANCIAL LLC (GRAFTON WI)
WI
09/16/1994 - 06/05/2013
ROBERT W. BAIRD & CO. INCORPORATED (WAUKESHA WI)
WI
01/02/2002 - 12/03/2004
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 09/23/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 09/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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