Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

UBS Financial Services Inc.

location

Brookfield, WI

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Gerard Lanser is a financial advisor registered in Wisconsin and Texas. He is associated with UBS Financial Services Inc. and has been in the industry since 1982. Bruce has a broad range of experience and has held registrations with several firms throughout his career.

SPECIALIZATIONS

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

U.s. Bancorp Investments, Inc.

location

Oshkosh, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Bruce James Williams is an investment advisor representative with U.s. Bancorp Investments, Inc. based in Oshkosh, WI. Bruce has been in the industry since April 2015. Bruce is licensed to provide investment advice in Wisconsin. Bruce has previously been affiliated with LPL Financial LLC and BMO Harris Financial Advisors, Inc. Bruce is also licensed to sell securities through U.s. Bancorp Investments, Inc., with a Series 6 and Series 63 license.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

NEENAH, WI

experience

40 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Erwin Westphal is an investment professional with over 38 years of experience in the financial services industry. Bruce has held several positions in the past, including roles with IDS Life Insurance Company and IDS Financial Services Inc. Currently, Bruce is a Registered Representative at Ameriprise Financial Services, LLC. Bruce specializes in providing financial planning, asset allocation, and investment advice to individuals, families, and businesses. Bruce holds a Series 6, Series 7, Series 22, and Series 63 licenses, as well as the SIE. Bruce is registered with the Securities and Exchange Commission and has a strong track record of providing personalized and comprehensive financial advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

LOYAL, WI

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Wilfred Hadler is a financial advisor with LPL Financial LLC in LOYAL, WI. Bruce has been in the financial industry since 1992 and has worked for LPL Financial LLC, Waterstone Financial Group, Inc., LINSCO/PRIVATE LEDGER CORP. and GNA SECURITIES, INC.. Bruce holds the Series 6, 7, 63 and SIE securities licenses. Bruce has been registered in Arizona, Georgia, Illinois, Minnesota, Texas and Wisconsin. Bruce specializes in providing financial advice for individuals, businesses, pension plans, corporations, investment clubs and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

DEFOREST, WI

experience

31 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Bruce Allen Gust is an investment advisor representative with over 30 years of experience in the financial services industry. Bruce has been registered with the Securities and Exchange Commission (SEC) since 1993 and has held licenses in multiple states throughout his career. Currently, Bruce works with Osaic Wealth, Inc., providing financial advisory services to individuals, families, and businesses. Bruce specializes in retirement planning, investment management, and insurance planning. Bruce is committed to providing his clients with personalized service and tailored financial solutions to help them achieve their financial goals.

SPECIALIZATIONS

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

Thrivent Investment Management Inc. | CFC ® (Certifications)

location

MANITOWOC, WI

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Charles Seidl is a financial professional with over 30 years of experience in the financial services industry. Bruce is currently registered as a Registered Representative with Thrivent Investment Management Inc. Bruce has also been registered as an Investment Advisor Representative with Thrivent Investment Management Inc. since August 2001. Bruce has a broad range of experience and holds several industry licenses including Series 6, 7, 63 and 66. He is also a Chartered Financial Consultant. Bruce's clients include individuals, families and businesses. Bruce is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

FT ATKINSON, WI

experience

37 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bruce Waller is a financial advisor with Edward Jones. Bruce has been in the financial services industry since January 25, 1988. Bruce is registered to provide securities and investment advisory services in 37 states, including Alaska, Arizona, California, and Wisconsin. Bruce holds the Series 7, Series 63, and SIE licenses. Bruce's areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses. Bruce is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

SPECIALIZATIONS

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

Park Avenue Securities LLC

location

APPLETON, WI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Bruce Romberg is a financial advisor registered with Park Avenue Securities LLC. Bruce has been in the industry since 1998 and has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Bruce is registered in Pennsylvania and Wisconsin. Bruce holds the Series 7, 24, 52TO, 53, 63, 65, 82TO, and SIE licenses.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

MEQUON, WI

experience

41 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bruce James Loder is a financial advisor with over 30 years of experience in the industry. Bruce is currently registered with Stifel, Nicolaus & Company, Inc. in Wisconsin and Texas. Bruce has previously worked for several firms including A.G. Edwards & Sons, Inc., Everen Securities, Inc., Blunt Ellis & Loewi Incorporated, Sentry Equity Services, Inc., and Pruco Securities Corporation. Bruce's areas of specialization include retirement planning, college savings, and estate planning. Bruce is also a member of the North Shore Congregational Church where he serves as Chairman of the Budget Committee.

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 Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC | CFP ®,CFC ® (Certifications)

location

WAUKESHA, WI

experience

39 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Bruce Joseph Ratay is a financial advisor with over 35 years of experience in the financial services industry. Bruce is a Certified Financial Plannerâ„¢ and a Chartered Financial Consultant, and is registered to provide investment advice and securities brokerage services in multiple states. Bruce is associated with Wells Fargo Clearing Services, LLC, a firm with over 10 billion dollars in assets under management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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