ADVISOR BIO

Brian Stray is a financial advisor at Thrivent Investment Management Inc. Brian has been in the financial industry since 2007, and has a strong focus on serving individuals, corporations, and non-profit organizations. Brian specializes in developing personalized financial plans and managing investment portfolios. Brian currently holds Series 66, Series 7, and SIE licenses. Brian's office is located in Waukesha, Wisconsin.

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ADVISOR BIO

Brian Trexell is a registered representative of Robert W. Baird & Co. Inc. based in MILWAUKEE, WI. Brian has been in the industry since March 9, 2000. Brian's areas of expertise include: portfolio management for individuals, businesses and investment companies. Brian has a strong record of success in providing financial advice to clients. Brian is committed to providing his clients with personalized and comprehensive financial planning services.

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ADVISOR BIO

Brian Dvorak is an investment advisor representative with Iams Wealth Management, LLC. Brian has been in the industry for over 13 years and has experience in providing financial advice to individuals, businesses, and charitable organizations. Brian has passed the Series 65 and Series 66 exams, and he is registered to provide investment advice in Illinois, Michigan, and Wisconsin. Brian is also registered with the Financial Industry Regulatory Authority (FINRA) and is a member of the National Association of Personal Financial Advisors (NAPFA). Brian's areas of expertise include financial planning, portfolio management, and retirement planning. In addition to his work at Iams Wealth Management, Brian also owns and operates Dvorak Wealth Management, a firm that provides insurance and annuity products.

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ADVISOR BIO

Brian J Brown is a financial advisor with Park Avenue Securities LLC. Brian has been in the financial industry since 1988. Brian is licensed to provide financial advice in California, Colorado, Maryland, Minnesota, Texas, Washington and Wisconsin. Brian has earned the Series 6 and Series 63 licenses. Brian has experience in a variety of investment products and services, including financial planning, educational seminars, and portfolio management. Brian is committed to helping clients reach their financial goals.

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ADVISOR BIO

Brian Menzel is a financial advisor with Osaic Wealth, Inc., based in Hartland, WI. Brian has been in the industry since June 1996 and holds multiple licenses and certifications. Brian has extensive experience working with individuals, families, businesses, and institutions. Brian is also a board member for Journeys Lutheran School and a girls golf coach for Lake Country Lutheran High School. Brian is dedicated to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Brian Behl is a financial advisor at Behl Wealth Management, a firm based in Delafield, WI. Brian Behl has been in the industry for over 15 years and is a CERTIFIED FINANCIAL PLANNER™. Brian Behl provides financial planning and portfolio management services to individuals and families. Brian Behl has experience working with high-net-worth individuals, as well as those with more modest financial resources. Brian Behl is committed to helping clients achieve their financial goals and is dedicated to providing personalized service.

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ADVISOR BIO

Brian Dostalek is a financial professional with over 35 years of experience in the industry. Brian is registered with Thrivent Investment Management Inc. Brian currently holds licenses to offer investment advisory services in Minnesota and Wisconsin. Brian also holds licenses to offer securities products in California, Illinois, Indiana, Iowa, Minnesota, Nebraska, Washington, and Wisconsin.

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ADVISOR BIO

Brian Fruit is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since 2014 and holds Series 63, Series 65, Series 7, and SIE licenses. Brian specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses. Brian has experience working with a variety of clients, including individuals, families, trusts, businesses, and charitable organizations.

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ADVISOR BIO

Brian MacIejewski is a financial advisor with LPL Financial LLC. Brian has over 20 years of experience in the financial services industry. Brian is licensed to provide financial advice in Arizona, Florida, Hawaii, Illinois, Iowa, Minnesota, South Dakota, Washington, and Wisconsin. Brian has a wide range of experience in financial planning, portfolio management, and other advisory services. Brian provides advisory services to individuals, families, businesses, and trusts. Brian is committed to providing his clients with personalized financial advice and guidance. Brian is a dedicated professional who is passionate about helping his clients achieve their financial goals.

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ADVISOR BIO

Brian Versey is an investment advisor representative with Navigen Wealth Management. Brian is registered with the state of Wisconsin. Brian is an investment advisor representative with over 20 years of experience in the financial services industry. Brian has worked with several firms in the past including Northwestern Mutual Investment Services, LLC, Robert W. Baird & Co. Incorporated and Signator Investors, Inc. Brian is committed to providing his clients with personalized financial advice and guidance. Brian specializes in providing financial planning and portfolio management services to individuals and families. Brian is committed to helping his clients achieve their financial goals.

SPECIALIZATIONS