Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Evan Kahler is a financial advisor at Robert W. Baird & Co. Inc. Evan is a Series 7 and SIE licensed professional, based in Milwaukee, WI. Evan is registered with FINRA and the state of Wisconsin and began their career in the financial services industry in January 2023. Evan specializes in a variety of investment areas.

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

Endowment Wealth Management, Inc. | CFP ® (Certifications)

location

APPLETON, WI

0 Disclosures

ADVISOR BIO

Evan Matthew Kubiak is a financial advisor registered with Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. Evan Kubiak is a Certified Financial Planner who specializes in financial planning, portfolio management and advisory consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ADVISORY CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Wells Fargo Clearing Services, LLC

location

WAUKESHA, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Evan Meyer is a registered representative with Wells Fargo Clearing Services, LLC in Waukesha, WI. Evan has been in the industry since February 2024. Evan is registered to provide investment advice in both the Broker-Dealer and Investment Advisor capacities. Evan has passed the Series 7TO, SIE, and the Uniform Combined State Law Examination. Evan is currently registered in all 50 states and the District of Columbia. Evan specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions.

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

LPL Enterprise, LLC

location

WAUWATOSA, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Evan Sinda is a financial advisor associated with LPL Enterprise, LLC. Evan Sinda is licensed to provide investment advice in Wisconsin. Evan Sinda has been in the industry since 2023. Evan Sinda's firm, LPL Enterprise, LLC, offers various advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

OSHKOSH, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Evan Hanrahan is a financial professional registered with J.p. Morgan Securities LLC. Evan is active in Wisconsin and holds the Series 63, Series 6TO and SIE licenses. Evan has over 2 years of experience in the financial services industry. Evan specializes in providing investment advice and financial planning services to individuals, corporations and charitable organizations. Evan works out of the firm's Oshkosh, Wisconsin office.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

LA CROSSE, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Evan Stanek is a financial advisor at Edward Jones. Evan Stanek is registered with the state of Wisconsin as an investment advisor representative. Evan Stanek has been working in the financial services industry since July 2018. Evan Stanek is a CERTIFIED FINANCIAL PLANNER™ professional and is licensed to offer securities and investment advisory services in Utah, Wisconsin, and other states. Evan Stanek provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and retirement plans.

SPECIALIZATIONS

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

Orgel Wealth Management, LLC | CFA ® (Certifications)

location

ALTOONA, WI

0 Disclosures

ADVISOR BIO

Evan Andrew Nelson is an investment advisor representative with Orgel Wealth Management, LLC based in Altoona, Wisconsin. Evan has been with the firm since January 2013 and has over 12 years of experience in the financial services industry. Evan is a Chartered Financial Analyst and holds the Series 66 and Series 7 licenses. Evan is also a Managing Member of Heartland Equity Partners 1, LLC, an unregistered pooled investment fund that invests in majority interests of Upper Midwest companies. Evan specializes in financial planning, portfolio management, and pension consulting. Evan is registered to provide investment advisory services in Minnesota, Texas, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Enterprise, LLC

location

HUDSON, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Evan Bostrom is a registered representative at LPL Enterprise, LLC. Evan has been in the industry for over a year and is licensed to provide financial services in Minnesota and Wisconsin. Evan works in the Hudson, Wisconsin office. Evan specializes in financial planning, consulting and other non-discretionary advisory services.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Osaic Wealth, Inc.

location

FOND DU LAC, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Evan James Meinel is an active, registered representative with Osaic Wealth, Inc. located in Fond du Lac, WI. Evan has held previous positions with Securities America, Inc. and Northwestern Mutual Investment Services, LLC. Evan has passed the Series 63, Series 6TO, and SIE exams. Evan specializes in providing financial planning and investment management services for individuals and businesses.

SPECIALIZATIONS

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

Baker Tilly Wealth Management, LLC | CFP ® (Certifications)

location

MADISON, WI

0 Disclosures

ADVISOR BIO

Evan Daniel Heath is a financial advisor at Baker Tilly Wealth Management, LLC, in Madison, WI. Evan has been in the industry for over 9 years and has a strong track record of success. Evan is dedicated to helping clients achieve their financial goals, and is committed to providing personalized advice and service. Evan is a Certified Financial Planner.

SPECIALIZATIONS

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

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