Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Sequent Planning, LLC

location

Hales Corners, WI

0 Disclosures

ADVISOR BIO

Christopher Collins is a registered Investment Advisor Representative with Sequent Planning, LLC. Christopher is also a licensed insurance agent. Christopher has been in the financial services industry since January 2010. Christopher has a Series 65 license. Christopher's firm, Sequent Planning, LLC, provides financial planning, pension consulting, educational seminars, portfolio management for individuals, and publication of periodicals.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

MEQUON, WI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Doughty is a financial advisor with over 27 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide investment advice in both Texas and Wisconsin. Christopher is associated with Raymond James Financial Services Advisors, Inc. and is also an owner and proprietor of Gentian Financial, Inc.. Christopher works with a variety of clients including high-net-worth individuals, corporations, pension plans, and charitable organizations. Christopher specializes in financial planning, portfolio management, and insurance services. Christopher's focus is to help clients 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Thrivent Investment Management Inc.

location

Rice Lake, WI

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher Janssen is a registered representative with Thrivent Investment Management Inc. in Rice Lake, Wisconsin. Christopher has been in the securities industry since August 2009. He is a registered investment advisor representative in Wisconsin and has a Series 7, Series 66, and SIE license. Christopher specializes in providing financial planning services to individuals and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc. | CFP ® (Certifications)

location

SHEBOYGAN, WI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Heus is a financial advisor with over 19 years of experience in the financial services industry. Christopher is a CERTIFIED FINANCIAL PLANNER™ professional who is committed to providing personalized financial advice to individuals, families, and businesses. Christopher is currently registered with Osaic Wealth, Inc. and has previously been registered with Signator Investors, Inc.

SPECIALIZATIONS

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

NEW BERLIN, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Thomas Yingling is a registered representative with Osaic Wealth, Inc. in New Berlin, Wisconsin. Christopher is a licensed investment advisor representative in Wisconsin. Christopher has been in the securities industry since 2016 and has experience in property and casualty insurance sales. Christopher holds the Series 7TO, Series 6TO, Series 63, Series 66 and Series 24 securities licenses. Christopher is also a licensed insurance broker in Wisconsin. Christopher's specializations include investment strategies, retirement planning, financial planning, and estate planning. Christopher has a strong focus on providing personalized financial advice to individuals and families.

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.

location

WEST BEND, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Beloin is a financial professional at Thrivent Investment Management Inc., with over 7 years of experience in the industry. Christopher is registered in Georgia, North Carolina, and Wisconsin. Christopher has Series 6 and Series 63 licenses as well as the SIE designation, indicating expertise in investment company products, variable contracts, and general securities knowledge. At Thrivent Investment Management Inc., Christopher specializes in providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

BALDWIN, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Aaron Wicker is a financial advisor with LPL Financial LLC in BALDWIN, WI. Christopher has been in the financial services industry for over 23 years. Christopher has passed the Series 63, 66, 7, and SIE exams. Christopher also holds registrations in Minnesota and Wisconsin. Christopher provides services including consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

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

KCD Financial, Inc.

location

Green Bay, WI

experience

32 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Christopher John Marrs is a financial advisor at KCD Financial, Inc. based in Green Bay, WI. Christopher has been working in the industry since 1992 and holds a Series 6, Series 22TO, and Series 63 license. Christopher has experience working with individual investors and provides financial planning and portfolio management services.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

Madison, WI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Christopher Spaith is a financial advisor with Ameriprise Financial Services, LLC. Christopher has been in the financial services industry since 2016 and has experience in helping clients with a wide range of financial needs, including retirement planning, investment management, and insurance. Christopher has held previous roles with EMPOWER FINANCIAL SERVICES, INC., MFD DISTRIBUTOR, LLC, TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, and FIDELITY BROKERAGE SERVICES LLC. Christopher is registered to provide investment advice in Wisconsin.

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

Global Retirement Partners LLC

location

Madison, WI

0 Disclosures

ADVISOR BIO

Christopher Henderson is a financial advisor with Global Retirement Partners LLC. Christopher is based in Madison, WI, and has over 20 years of experience in the financial services industry. Christopher is a Registered Representative (Series 7) and holds the Series 24, Series 63 and Series 65 licenses. Christopher has been a financial advisor at Global Retirement Partners LLC since 2017. Previously, Christopher was a financial advisor at Three Lakes Securities, LLC, Coordinated Capital Securities, Inc. and Walnut Street Securities, Inc.. Christopher’s main areas of expertise include financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

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