Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Safeguard Wealth Management | CFC ® (Certifications)

location

Rhinelander, WI

0 Disclosures

ADVISOR BIO

Eric Sajdak is a financial advisor at Safeguard Wealth Management, a firm based in Rhinelander, WI. Eric has over 10 years of experience in the financial services industry. Eric provides financial planning and portfolio management services to individuals and high-net-worth individuals. Eric is also an insurance agent for Safeguard Income Strategies. Eric holds the Series 6, Series 63, and Series 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Great Valley Advisor Group, Inc.

location

Madison, WI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Eric Felton Johnson is a financial advisor with Great Valley Advisor Group, Inc. based in Madison, WI. Eric is registered with the state of Wisconsin as an Investment Advisor Representative (IAR). Eric has been in the financial services industry since June 2022. Eric's areas of expertise include financial planning, portfolio management, and consulting services. Eric is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

WINNECONNE, WI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Eric John Lang is a registered representative with Edward Jones. Eric is a registered investment advisor representative in Wisconsin. Eric John Lang has been in the industry since September 21, 2009. Eric John Lang works out of the Edward Jones branch office located in WINNECONNE, WI.

SPECIALIZATIONS

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

Charles Schwab & CO., Inc.

location

Brookfield, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Eric Leonard is a financial advisor at Charles Schwab & Co., Inc. in Brookfield, Wisconsin. Eric has been working in the financial services industry since February 2014. Eric has Series 7TO, SIE, and Series 66 licenses. Eric is registered with the state of Wisconsin. Eric has been with Charles Schwab since March 2024 and previously worked at Edward Jones.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed
location

MADISON, WI

experience

27 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Faust is a financial advisor with Edward Jones, a firm that manages between $10 billion and $50 billion in assets. Eric is based in Madison, WI, and has been in the financial industry since 1998. He has experience in various financial areas, including financial planning, pension consulting, and portfolio management for businesses and individuals. Eric holds a Series 6, 7, 31, and 63 license. He is also licensed in Texas and Wisconsin as an Investment Advisor Representative. Eric is active in the community and has experience with various client types. He is also registered to offer financial advice in a total of 30 states.

SPECIALIZATIONS

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

Oarsman Capital, Inc.

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

Eric Suttmiller is a Registered Investment Advisor Representative (IAR) at Oarsman Capital, Inc. Eric has been working in the financial services industry since 2009. Eric has passed the Series 65 exam. Eric is registered to provide investment advice in Wisconsin.

SPECIALIZATIONS

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

LPL Financial LLC | CFP ® (Certifications)

location

GERMANTOWN, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Eric Demmon is a financial advisor with LPL Financial LLC. Eric has been in the financial services industry since August 2002. Prior to joining LPL Financial LLC, Eric worked at BMO HARRIS FINANCIAL ADVISORS, INC. and M&I FINANCIAL ADVISORS, INC. Eric is registered with the state of Wisconsin and holds the Series 66, SIE and Series 7 licenses. Eric is also a Certified Financial Planner. Eric specializes in providing financial planning, portfolio management and consulting services to individuals and businesses. Eric's clients include corporations, individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, and other investment advisors.

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

Equitable Advisors, LLC

location

MILWAUKEE, WI

experience

44 Years Experience

0 Disclosures

ADVISOR BIO

Eric David Elias is a registered representative with Equitable Advisors, LLC and has been in the industry since April 21, 1981. Eric is currently registered with the state of Wisconsin and 11 other states, including Arizona, California, Colorado, Florida, Illinois, Iowa, Minnesota, North Carolina, Ohio, Texas and Virginia. Eric David Elias is also registered with the FINRA and is currently licensed in Illinois and Texas. Eric David Elias is a Registered Investment Advisor and has been active in the industry for over 40 years. Eric David Elias has a diverse background in the financial services industry with a focus on providing a variety of services to individuals, corporations, and pension plans. Eric David Elias is committed to providing a high level of service and is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

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

J.p. Morgan Securities LLC

location

MUSKEGO, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Eric Kolonich is a registered representative and investment advisor representative with J.P. Morgan Securities LLC. Eric is licensed in Wisconsin and has been in the industry since December 18, 2023. Eric specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting.

SPECIALIZATIONS

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

Johnson Wealth Inc.

location

Racine, WI

0 Disclosures

ADVISOR BIO

Eric Bernal is a financial advisor with Johnson Wealth Inc. based in Racine, Wisconsin. Eric has been in the financial services industry for over 18 years. Eric is registered with the state of Wisconsin and holds the Series 63, 65 and 7 licenses as well as the SIE exam. Eric specializes in providing financial planning, pension consulting, and portfolio management for individuals, businesses, and corporations. Eric is also a portfolio manager at Johnson Bank.

SPECIALIZATIONS

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

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