Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Behnke is a financial advisor registered with Independent Financial Group, LLC in Oshkosh, WI. Paul has been working in the financial industry since 2002. Paul has experience working with individuals, corporations, and charitable organizations. Paul is also a registered representative of Independent Financial Group, LLC. Paul is licensed in multiple states including Wisconsin, California, Connecticut, Illinois, Maryland, Tennessee, and others.
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.
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.
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2
WI
10/08/2021 - Present
Independent Financial Group, LLC (OSHKOSH WI)
WI
09/15/2014 - 10/05/2021
WOODBURY FINANCIAL SERVICES, INC. (OSHKOSH WI)
WI
04/05/2010 - 09/25/2014
LANDOLT SECURITIES, INC. (OSHKOSH WI)
WI
07/13/2012 - 09/20/2012
AUSDAL FINANCIAL PARTNERS, INC. (OSHKOSH WI)
WI
11/04/2009 - 04/13/2010
M&I FINANCIAL ADVISORS, INC (OSHKOSH WI)
WI
08/07/2009 - 10/30/2009
U.S. BANCORP INVESTMENTS, INC. (FOND DU LAC WI)
WI
11/29/2005 - 08/06/2009
M&I FINANCIAL ADVISORS, INC (RIPON WI)
NY
10/22/2004 - 11/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
01/01/2002 - 11/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/22/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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