Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Benjamin F. Edwards & Company, Inc.

location

MADISON, WI

experience

45 Years Experience

0 Disclosures

ADVISOR BIO

A Paul Olsen is an investment advisor representative with Benjamin F. Edwards & Company, Inc.. A Paul Olsen has been in the financial services industry since May 21, 1980. A Paul Olsen has a wide range of experience, having previously worked at Wells Fargo Advisors Financial Network, LLC, Wells Fargo Advisors, LLC, A. G. Edwards & Sons, Inc., and Robert W. Baird & Co. Incorporated. A Paul Olsen is registered with the state of Wisconsin and is licensed to provide investment advice to individuals, businesses, and institutions. A Paul Olsen's specializations include financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

Waukesha, WI

experience

1 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Aaron Lang is a financial advisor currently registered with Raymond James Financial Services Advisors, Inc. based in Waukesha, WI. Aaron has been working in the financial industry since 2023 and has 1 approved state registration. Aaron Lang has passed Series 66, Series 7TO, and SIE exams and has been licensed since 2024. Aaron Lang's current employment is with Raymond James Financial Services Advisors, Inc., and has been employed by them since 2024. Aaron Lang has a strong background in the financial industry and is committed to providing clients with personalized financial advice and solutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Harbour Investments, Inc.

location

MADISON, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Michael Hager is an investment advisor representative with Harbour Investments, Inc. Aaron has been in the industry since 2006 and holds a Series 7, Series 24, Series 28, Series 66, and Series 99TO licenses. Aaron is registered in 13 states. The advisor also holds an Independent Insurance Agent license.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Dembsky is a financial advisor at Robert W. Baird & Co. Inc. Aaron is a licensed Series 79TO and SIE representative with a focus on providing investment banking advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

LAKE MILLS, WI

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Genthe is a financial advisor with Edward Jones. He is a registered representative with both the Securities Industry and Financial Markets Association (FINRA) and the Securities and Exchange Commission (SEC). Aaron has over 25 years of experience in the financial services industry. His professional background includes working with Olde Discount Corporation and Edward Jones. Aaron is committed to providing clients with comprehensive financial planning and investment advice. He holds Series 7, Series 52, and Series 63 licenses. In addition to his role at Edward Jones, Aaron serves as a President of the Lake Mills Area Community Foundation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Madison Partners

location

Waunakee, WI

0 Disclosures

ADVISOR BIO

Aaron Johnson is a Registered Investment Advisor (RIA) with Madison Partners. Aaron holds the Series 65 license, which allows them to provide investment advice to individuals, families and small businesses. Aaron has been in the financial services industry since 2011 and joined Madison Partners in 2022. They specialize in helping clients achieve their financial goals through personalized financial plans and investment management services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Orgel Wealth Management, LLC

location

ALTOONA, WI

disclosure

1 Disclosures

ADVISOR BIO

Aaron Schueller is an investment advisor representative associated with Orgel Wealth Management, LLC. Aaron has been in the financial services industry for more than 8 years. Aaron is registered with the state of Wisconsin. Prior to joining Orgel Wealth Management, LLC, Aaron worked at LPL Financial LLC, Mid Atlantic Capital Corporation, and Cetera Investment Services LLC. Aaron holds a Series 7, Series 63 and Series 65 securities license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J. W. Cole Advisors, Inc.

location

Phillips, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Gago is a financial advisor with J. W. Cole Advisors, Inc. Aaron has been in the financial industry since April 2007. Aaron is registered in Alabama and Wisconsin, and holds the Series 6, 7, 63, and 65 licenses. Aaron is also a Registered Representative with Parkland Securities, LLC. Aaron specializes in financial planning, portfolio management for businesses and individuals, and offers educational seminars. Aaron is also available for hourly and fixed rate consulting services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTING
Unclaimed

Kowal Investment Group, LLC | CFP ® (Certifications)

location

BROOKFIELD, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Matthew Spitzner is a financial advisor at Kowal Investment Group, LLC. Aaron has been a registered representative since 2012. Aaron has experience working with individuals, high net worth individuals, and charitable organizations. Aaron provides comprehensive financial planning, investment management, and pension consulting services. Aaron has experience with various types of investments, including stocks, bonds, mutual funds, and exchange-traded funds. Aaron is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed
location

BEAVER DAM, WI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Aaron Bischoff is a financial advisor with Edward Jones, a firm that has been in business since 1922 and has over 21,000 financial advisors in the United States and Canada. Edward Jones provides financial services to individuals and families, and is known for its commitment to providing personalized service. Aaron Bischoff has been in the financial services industry for over five years and has a Series 7, Series 66 and SIE licenses. Aaron Bischoff's areas of expertise include financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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