Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed
location

ASHLAND, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Cole Foster Nichols is a registered representative of Edward Jones and has been in the financial services industry since 2014. Cole has a Series 66 license from the State of Wisconsin and also holds a Series 7 and SIE license. Cole also has experience at Ameriprise Financial Services, Inc. Cole works at the Ashland, Wisconsin branch of Edward Jones.

SPECIALIZATIONS

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

Buska Wealth Management, LLC

location

WAUSAU, WI

0 Disclosures

ADVISOR BIO

Cole Bruner is an Investment Advisor Representative associated with Buska Wealth Management, LLC. Cole Bruner has been in the industry since December 2007 and has experience in various fields including insurance, tax planning, and travel. Cole Bruner focuses on providing financial planning and portfolio management services for individuals and businesses. Cole Bruner holds the Series 65 license and is registered with the state of Wisconsin. Cole Bruner is committed to providing personalized service and helping clients achieve their financial goals.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

CLINTONVILLE, WI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Cole William Steinke is a financial advisor with over 10 years of experience in the industry. Cole is registered with Thrivent Investment Management Inc. and specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

North Star Asset Management Inc.

location

NEENAH, WI

0 Disclosures

ADVISOR BIO

Cole Seigworth is a registered Investment Advisor Representative with North Star Asset Management Inc. Cole has been registered with the state of Wisconsin since November 2023. Cole specializes in providing financial planning, portfolio management for individuals and businesses.

SPECIALIZATIONS

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

Voyager Capital Management, LLC

location

LAKE GENEVA, WI

0 Disclosures

ADVISOR BIO

Cole Fleischmann is an investment advisor representative with Voyager Capital Management, LLC. Cole has been in the industry since 2022, previously working for Next Level Planning & Wealth Management. Cole is a Series 65 licensed investment advisor representative. Cole's firm specializes in portfolio management for businesses and individuals, financial planning, and pension consulting. Voyager Capital Management, LLC manages approximately $202 million in assets.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Colette Constance Gregory is a financial advisor based in Milwaukee, Wisconsin. Colette has been in the financial services industry since 1993. Colette is currently registered with Robert W. Baird & Co. Inc. and holds a Series 7, 9, 10, 24, 55, 57TO and 63 license. Colette has been with Robert W. Baird & Co. Inc. since August 1991.

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

Thrivent Investment Management Inc.

location

Milwaukee, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Colin Schultz is a financial advisor who has been in the industry since March 13, 2024. Colin is currently registered with Thrivent Investment Management Inc. in Wisconsin and Texas. Colin is also registered as an Investment Advisor Representative in Wisconsin. Colin specializes in financial planning and portfolio management for individuals. Colin has passed the Series 66, Series 7TO, and SIE exams. Colin's experience includes work with Shine and Drive LLC, K6 Apparel and Promos LLC, ApplicantOne, Florida Southern College, Marquette University HighSchool, Coakley Brothers, Thrivent Financial, and Thrivent Investment Management Inc.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed
location

WAUWATOSA, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Colin James Dewey is an active registered representative with Edward Jones, a well-established financial firm. Colin has been in the financial industry for over 4 years and is licensed to provide investment advice in both Wisconsin and Texas. Colin's expertise extends to providing financial planning services, pension consulting, and selecting other advisors. He is also registered to provide investment advice in over 20 additional states, demonstrating his commitment to providing services nationwide. In addition to his work with Edward Jones, Colin is a coach and trainer at CrossFit Rohkeus in Oconomowoc, Wisconsin.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WEST BEND, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Colin Vuyk is a financial advisor registered with Wells Fargo Clearing Services, LLC. Colin is based in West Bend, Wisconsin, and has been in the industry since 2020. Colin has a strong track record of providing financial advice to individuals, families, and businesses. Colin is committed to helping clients achieve their financial goals and is a valuable resource for anyone seeking financial advice. Colin has earned licenses to provide investment advice in several states and holds several industry designations.

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
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Colin Kavanaugh is a registered representative with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Colin has been in the securities industry since May 4, 2011 and has Series 7, 9, 10, 24, 31, and 66 securities licenses. Colin was previously registered with WELLS FARGO FUNDS DISTRIBUTOR, LLC in Menomonee Falls, Wisconsin.

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

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