ADVISOR BIO

Elizabeth Kulhavy is a registered representative with Robert W. Baird & Co. Inc. and has been in the industry since 1991. Elizabeth is licensed to provide financial services in multiple states, including Texas and Wisconsin. Elizabeth has a broad range of experience in the financial services industry, having worked with a variety of clients including high-net-worth individuals, corporations, charitable organizations, and pooled investment vehicles. Elizabeth provides a range of services, including financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Elizabeth Lorraine Ratzburg is a financial advisor at Stifel, Nicolaus & Company, Inc. Elizabeth has been a registered representative in the securities industry since October 2018 and has been a financial advisor since June 2018. Elizabeth has passed both the Series 7 and Series 66 exams and is licensed to sell securities in Wisconsin and Texas. Elizabeth specializes in portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Elizabeth Marie Oestreich is an investment advisor representative at Thrivent Investment Management Inc., a company based in Minneapolis, MN. Elizabeth has been in the financial services industry since 2021. Her current registrations include Series 66, Series 7TO and SIE. She is licensed to operate in Wisconsin and Minnesota and is a registered investment advisor in Wisconsin. Elizabeth has worked at Thrivent Investment Management Inc. since 2021 and has experience working in the financial services industry.

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ADVISOR BIO

Elizabeth Swart is a financial advisor who has been in the industry since May 2004. She is registered with Wells Fargo Clearing Services, LLC and has been with them since November 2018. Prior to that, Elizabeth was registered with BMO Harris Financial Advisors, Inc. from August 2012 to November 2018. Elizabeth specializes in providing financial advice to individuals, businesses, and institutions. She is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses.

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ADVISOR BIO

Elizabeth Walter is an investment advisor representative with Spectrum Investment Advisors, Inc. Elizabeth Walter has been in the industry since 12/9/1991. Elizabeth Walter is registered with the state of Wisconsin and has passed the Series 6, Series 63, and Series 65 exams. Elizabeth Walter is associated with Spectrum Investment Advisors, Inc. in Mequon, Wisconsin.

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ADVISOR BIO

Elizabeth Barthlama is a financial advisor at Robert W. Baird & Co. Inc. Elizabeth has been in the industry since April 24, 2016. Elizabeth is licensed to provide investment advice in Wisconsin. She is registered with FINRA and has passed the Series 7, Series 99TO, and SIE exams. Elizabeth specializes in investment advisory services for individuals, corporations, high-net-worth clients, charitable organizations, pension and profit-sharing plans and insurance companies.

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ADVISOR BIO

Elizabeth Kiefer is a registered Investment Advisor Representative with Riverwater Partners LLC. Elizabeth has been in the financial services industry since 1997 and has held previous positions with THRIVENT INVESTMENT MANAGEMENT INC. and STRONG INVESTMENTS, INC.. Elizabeth is licensed to provide financial advice in the state of Wisconsin. Elizabeth's firm, Riverwater Partners LLC, provides financial planning, portfolio management for individuals and portfolio management for businesses.

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ADVISOR BIO

Elizabeth Kepler is a financial advisor who has been in the industry since February 2020. Elizabeth holds licenses for Series 63, Series 6TO and the SIE exam. Elizabeth is currently affiliated with Commonwealth Financial Network. Elizabeth has previously been registered with NYLIFE SECURITIES LLC. Elizabeth is registered to provide securities related services in Wisconsin. Elizabeth is actively registered with Commonwealth Financial Network, who is registered as a broker-dealer in Wisconsin.

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ADVISOR BIO

Elizabeth Kennedy is a registered representative with J.P. Morgan Securities LLC in New Berlin, Wisconsin. Elizabeth has been in the industry since September 29, 2022. Elizabeth is licensed to sell securities in Wisconsin.

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ADVISOR BIO

Elizabeth Scott is a financial advisor with Thrivent Investment Management Inc. She has been in the industry since 2010. Elizabeth is registered with the state of Wisconsin. She holds Series 4, 7, 24, 52TO, 53, 66, 99TO and SIE licenses. Elizabeth also has experience with Packerland Brokerage Services, INC. and ING Financial Partners, INC. Elizabeth Scott is a licensed financial advisor who provides financial planning, and portfolio management for individuals. She is based in Appleton, Wisconsin.

SPECIALIZATIONS