Years of Experience
5-20+ Years
MOUNT HOREB, WI
5 Years Experience
0 Disclosures
ADVISOR BIO
David Ogden is a registered representative of Thrivent Investment Management Inc. David has been in the industry since May 2020. David has a Series 66 license through the State of Wisconsin. David is also registered in multiple other states including Arizona, California, Florida, Illinois, Indiana, Michigan, Minnesota, North Carolina and West Virginia. David is a Financial Advisor.
SPECIALIZATIONS
MADISON, WI
0 Disclosures
ADVISOR BIO
David Zelotes Rice is an investment advisor representative registered with Resonant Capital Advisors, LLC in Wisconsin. David has a Series 65 license and is active in the investment industry. David's career in the financial services industry started in 03/2012 at U.S. Bancorp. David has served clients in Wisconsin and Oregon and has experience at Trust Point Inc and Resonant Capital Advisors, LLC. David is also a registered Investment Advisor Representative with Resonant Capital Advisors, LLC in Wisconsin. David specializes in providing investment, institutional and business consulting services.
SPECIALIZATIONS
GREEN BAY, WI
23 Years Experience
0 Disclosures
ADVISOR BIO
David Tassoul is a financial advisor with over 20 years of experience in the industry. David has a wealth of experience in financial planning and portfolio management for individuals, businesses, and retirement plans. David is also a Certified Financial Plannerâ„¢ and is registered with FINRA and several states, including Texas, Wisconsin, and several other states. David currently works for Osaic Wealth, Inc., a firm that specializes in providing financial advice and wealth management services to individuals and families. Prior to joining Osaic Wealth, Inc., David was a financial advisor at Woodbury Financial Services, Inc., SII Investments, Inc., and American General Securities Incorporated. David has also worked with Centaurus Financial, Inc. and AXA Advisors, LLC. David is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
SPECIALIZATIONS
MEDFORD, WI
15 Years Experience
0 Disclosures
ADVISOR BIO
David Hraby is a registered representative with Thrivent Investment Management Inc. David has been in the industry since April 2010 and has been active in the state of Wisconsin. David has a Series 7 and Series 66 license, and is also registered in Illinois. David specializes in helping individuals and churches with financial planning and portfolio management. David is also the Owner/Sole Member of 4H Properties, LLC and the President of the Medford Curling Club.
SPECIALIZATIONS
MILWAUKEE, WI
7 Years Experience
0 Disclosures
ADVISOR BIO
David R Kelnhofer is a financial advisor at Robert W. Baird & Co. Inc. based in Milwaukee, WI. David has been in the financial industry since May 13, 2018, and has a Series 66, Series 7, and SIE licenses. David is registered to provide investment advice in 28 states and territories. David is a specialist in a wide range of investment products and services, including portfolio management, financial planning, pension consulting, and educational seminars.
SPECIALIZATIONS
BROOKFIELD, WI
1 Years Experience
0 Disclosures
ADVISOR BIO
David Kamine is a registered representative at Edward Jones and has been in the financial industry since 2023. He is a licensed insurance agent and investment advisor representative, providing services such as financial planning, pension consulting, and portfolio management for individuals and businesses. David is registered to provide advisory services in Arizona, Florida, Illinois, Kansas, North Carolina, Ohio, and Wisconsin.
SPECIALIZATIONS
HARTLAND, WI
32 Years Experience
1 Disclosures
ADVISOR BIO
David Anthony Giddings is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Osaic Wealth, Inc. and has previously been registered with a number of other firms including Woodbury Financial Services, Inc., Princor Financial Services Corporation and Chubb Securities Corporation. David is a Series 6 and Series 63 licensed professional and holds the SIE designation. David specializes in providing financial planning, portfolio management, and educational seminars to individuals, businesses, and non-profits. David has a strong commitment to helping clients achieve their financial goals.
SPECIALIZATIONS
MILWAUKEE, WI
8 Years Experience
0 Disclosures
ADVISOR BIO
David Decorrevont is a registered representative with Robert W. Baird & Co. Inc. David is a highly experienced professional in the financial services industry. David's areas of expertise include financial planning, portfolio management and investment advisory services. David has been registered with FINRA since 2016. David is licensed to provide investment advice in Wisconsin, Texas and Florida. David is also registered as an Investment Advisor Representative in Texas, Florida and Wisconsin.
SPECIALIZATIONS
Beaver Dam, WI
18 Years Experience
0 Disclosures
ADVISOR BIO
David Geschke is a financial advisor with Cornerstone Wealth Management, LLC and has been in the industry since September 25, 2006. David is registered with the state of Wisconsin as an investment advisor representative. Cornerstone Wealth Management, LLC is an independent investment advisor firm that offers a variety of services, including financial planning, investment management, and portfolio management for individuals and businesses. David is also a Chartered Financial Consultant.
SPECIALIZATIONS
GREEN BAY, WI
0 Disclosures
ADVISOR BIO
David Tulig is a financial advisor registered with Wealth Enhancement Advisory Services, LLC. David has been in the industry for 11 years and has a Series 63, Series 6, and Series 65 licenses. David is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. David is associated with two branch offices, one in Green Bay, WI, and one in Plymouth, MN. David's current employment with Wealth Enhancement Advisory Services, LLC began on 04/01/2019, and previously worked at LPL FINANCIAL LLC.
SPECIALIZATIONS