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Advisors in Wisconsin
7,945 Results
Unclaimed

Harbour Investments, Inc. | CFC ® (Certifications)

location

Lancaster, WI

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Crubel is an active investment advisor representative with Harbour Investments, Inc. in Lancaster, Wisconsin. Douglas has been in the financial services industry since August 9, 1994. Douglas has passed the Series 63, Series 65, and SIE exams. Douglas specializes in providing financial planning and portfolio management services for individuals and businesses.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ®,CFC ® (Certifications)

location

MADISON, WI

experience

43 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Douglas James Weisenberger is an investment advisor representative with Cetera Investment Advisers LLC. Douglas has been in the financial services industry since December 1981. Douglas is registered to provide investment advice in 41 states. Cetera Investment Advisers LLC is a registered investment advisor that provides investment advisory services to a variety of clients, including individuals, businesses, and institutions. The firm's services include financial planning, portfolio management, and pension consulting. Cetera Investment Advisers LLC is based in Schaumburg, Illinois.

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

19 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Stencel is a financial advisor with Robert W. Baird & Co. Inc. and has been in the industry since August 2005. Douglas has a wide range of experience and expertise in financial planning, portfolio management, and other advisory services. Douglas is registered to provide investment advisory services in multiple states.

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

Wells Fargo Clearing Services, LLC

location

MEQUON, WI

experience

35 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Charles Erlacher is an active investment advisor representative in the state of Wisconsin. Douglas Charles Erlacher has been in the industry since 1990 and is currently registered with Wells Fargo Clearing Services, LLC. Douglas Charles Erlacher has held prior registrations with WELLS FARGO INVESTMENTS, LLC, MORGAN STANLEY DW INC. and ROBERT W. BAIRD & CO. INCORPORATED. Douglas Charles Erlacher has a total of 6 approved SRO registrations, 1 approved FINRA registrations, 15 approved state registrations, and 3 approved IA state registrations. Douglas Charles Erlacher has passed the Series 63, Series 65, Series 7, Series 9, Series 10, Series 31 and SIE exams.

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

MML Investors Services, LLC

location

SHEBOYGAN, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Douglas John Cavanaugh is a financial advisor at MML Investors Services, LLC. He has been in the industry since 2023 and holds a Series 7TO, Series 63 and SIE. Douglas John Cavanaugh works out of the firm's office in SHEBOYGAN, WI.

SPECIALIZATIONS

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

Associated Investment Services, Inc.

location

PORTAGE, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Halverson is a financial advisor with Associated Investment Services, Inc. Douglas has been working in the financial industry since 2007. Douglas has a Series 6, Series 7, Series 63, and Series 65 licenses. Douglas specializes in providing financial advice to high-net-worth individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Avantax Planning Partners, Inc.

location

Platteville, WI

0 Disclosures

ADVISOR BIO

Douglas Rogers is a financial advisor with Avantax Planning Partners, Inc. in Platteville, Wisconsin. Douglas has been in the financial services industry since August 2006. Douglas is also a certified public accountant with Honkamp Krueger and Company. Douglas holds a Series 66, Series 7, and SIE license. Douglas specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Douglas is committed 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
Unclaimed
location

TWO RIVERS, WI

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Douglas Keith De vries is a registered representative with Edward Jones. Douglas has been in the industry since March 1994 and is licensed in several states. Douglas has a diverse background and is able to provide financial planning, pension consulting, selection of other advisors, 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
Unclaimed

Harbour Investments, Inc.

location

PESHTIGO, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Douglas Waelchli is a financial advisor with over 20 years of experience in the industry. Douglas is currently registered with Harbour Investments, Inc. and is located in PESHTIGO, WI. Douglas has experience working with individuals, corporations, high-net-worth individuals, insurance companies, charitable organizations, and pension plans. Douglas is a registered representative in Wisconsin, Michigan, Texas, and Washington, as well as an investment advisor representative in Wisconsin.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Madison, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Douglass Belt is a financial advisor with Cambridge Investment Research Advisors, Inc. Douglass has been in the industry since December 2019 and is registered in Wisconsin, Michigan, and Minnesota. Douglass has a Series 63 and Series 65 license, and is also licensed to sell Investment Company Products and Variable Contracts. In addition to Douglass's work with Cambridge Investment Research Advisors, Douglass also works as an independent insurance agent for various independent insurance companies.

SPECIALIZATIONS

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

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