Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

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

location

MIDDLETON, WI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Michael Hannan is a financial professional with over 20 years of experience in the industry. Daniel is registered with Wells Fargo Clearing Services, LLC and has been with the firm since January 2011. Prior to joining Wells Fargo, Daniel was with Wells Fargo Investments, LLC, Northwestern Mutual Investment Services, LLC and Mutual of Omaha Investor Services, Inc. Daniel specializes in portfolio management for businesses and individuals, financial planning, pension consulting and selection of other advisors.

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

Great Valley Advisor Group, Inc.

location

Brookfield, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Michael Fleming is a financial advisor with over 20 years of experience in the industry. Daniel is currently registered with Great Valley Advisor Group, Inc. and LPL Financial LLC. Daniel has a wide range of experience, including providing investment advisory services and financial planning. Daniel is also a registered investment advisor with Great Valley Advisor Group, Inc. and Next Level Planning and Wealth Management.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Galen Brooks is a financial advisor with Thrivent Investment Management Inc., a firm with over 14.8 billion dollars in assets under management. Daniel has been in the industry for over 24 years, and has extensive experience in financial planning and portfolio management for individuals. Daniel's previous roles include positions at Riversource Distributors, Inc., Ameriprise Financial Services, Inc., IDS Life Insurance Company, and CFS Brokerage Corp. Daniel has worked in both Appleton, Wisconsin and Minneapolis, Minnesota. Daniel has a Series 6, Series 7, Series 24, and Series 63 license.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Hoff Private Wealth

location

WAUSAU, WI

0 Disclosures

ADVISOR BIO

Daniel R. Hoff is an investment advisor representative with Hoff Private Wealth, a firm based in Wausau, Wisconsin. Daniel has been in the industry since November 2016 and holds a Series 7, Series 63 and Series 65 licenses. In addition to managing investment portfolios for individuals, Hoff Private Wealth provides financial planning and pension consulting services. Daniel's expertise in the financial services industry, coupled with Hoff Private Wealth's commitment to personalized advice, makes them a valuable resource for clients seeking to achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

GREEN BAY, WI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Cibula is a financial advisor with over 25 years of experience in the industry. Daniel has held licenses in both Broker-Dealer and Investment Advisor roles, demonstrating a commitment to serving clients across a range of needs. Daniel currently is registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Before joining LPL, Daniel had a long career with INVEST FINANCIAL CORPORATION. Daniel is passionate about providing financial advice and guidance to individuals, families, and businesses. Daniel is committed to helping clients achieve their financial goals, whatever they may be.

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

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Lambert is a financial advisor with Thrivent Investment Management Inc. located in Appleton, WI. Daniel has been in the industry since 1991 and has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Daniel's expertise includes financial planning and portfolio management. Daniel has worked with Thrivent Financial for Lutherans and Thrivent Investment Management Inc. for over 20 years.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Independent Financial Group, LLC

location

Rice Lake, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Daniel James Hoff is a financial professional with over 20 years of experience in the industry. Daniel is currently registered with Independent Financial Group, LLC, which is headquartered in San Diego, California. Daniel holds a Series 6, Series 63, and SIE license. Previously, Daniel was registered with SII INVESTMENTS, INC. and WOODBURY FINANCIAL SERVICES, INC. Daniel is licensed to sell securities in Minnesota and Wisconsin. The firm has over 270 clients and $6.75 billion in assets under management. The firm's services include financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. The firm focuses on serving the needs of individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Leach, Bickmore & Weiss Wealth Management, LLC

location

MADISON, WI

0 Disclosures

ADVISOR BIO

Daniel Justin Weiss is an Investment Advisor Representative at Leach, Bickmore & Weiss Wealth Management, LLC, a firm based in Madison, WI. Daniel has been in the industry since June 2010 and has a Series 65 license. Daniel is registered with the states of New York, Texas, and Wisconsin. Daniel is also a licensed independent insurance agent and Managing Member for two companies, HyphaWay, LLC and LBW Consulting, LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Hyszczak is a financial advisor who is registered with the state of Wisconsin and is associated with Robert W. Baird & Co. Inc.. Daniel Hyszczak has been in the financial industry for over 2 years. Daniel Hyszczak provides financial advice to individuals, businesses, trusts, estates, pension plans, and investment companies. Daniel Hyszczak is also able to offer financial planning services, portfolio management, and investment banking 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

Edward Jones | CFP ® (Certifications)

location

Portage, WI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Mael is a financial advisor at Edward Jones. Daniel has been in the financial services industry since October 2018. Daniel is registered in 11 states and has the Series 7, SIE and Series 66 licenses. Daniel is also a Certified Financial Planner. Prior to joining Edward Jones, Daniel worked at LPL FINANCIAL LLC. Daniel is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

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