ADVISOR BIO

Geoffrey Wolterstorff is a financial advisor with Lifemark Securities Corp. Geoffrey has been in the industry since 1996 and holds Series 7 and Series 63 licenses. Geoffrey has worked with a variety of financial institutions, including Ameriprise Financial Services, Inc., Thrivernt Investment Management Inc., Country Capital Management Company, Packerland Brokerage Services, Inc., and Foresters Equity Services, Inc. Geoffrey currently works out of the Eau Claire, WI branch office of Lifemark Securities Corp. Geoffrey specializes in portfolio management, financial planning, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Geoffrey Marlow Grabiel is a financial advisor with Raymond James & Associates, Inc., located in Racine, WI. Geoffrey has been in the financial services industry since 2008. He is licensed to provide financial advice in multiple states and has a variety of experience in the industry. Geoffrey has worked for a number of firms in the past, including WELLS FARGO CLEARING SERVICES, LLC and NYLIFE SECURITIES LLC. He is also registered to provide financial services in multiple states, including Wisconsin, Illinois, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Indiana, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Jersey, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Utah, Virginia, Washington, West Virginia.

SPECIALIZATIONS

ADVISOR BIO

Geoffrey Dunmore is a financial advisor registered with Raymond James Financial Services Advisors, Inc. with over 9 years of experience in the financial industry. Geoffrey holds the Series 7, Series 63, and SIE licenses. Geoffrey provides financial planning and investment management services to clients. Geoffrey also serves as an advisor at Purposeful Wealth Advisors, a division of Keating & Associates, Inc. Geoffrey's current office location is in Verona, WI.

SPECIALIZATIONS

ADVISOR BIO

Geoffrey Probst is an investment advisor representative with Orgel Wealth Management, LLC. Geoffrey Probst has been working in the securities industry since March 2011. Geoffrey Probst holds the Series 7 and Series 66 licenses and has a Certified Financial Planner designation. Geoffrey Probst is registered in Minnesota, Texas, and Wisconsin. Prior to joining Orgel Wealth Management, LLC, Geoffrey Probst was employed by RBC Capital Markets, LLC from March 2011 until October 2013.

SPECIALIZATIONS

ADVISOR BIO

Geoffrey Klos is a financial advisor with Robert W. Baird & Co. Inc. Geoffrey has been in the financial industry for over 30 years. His experience includes working at a variety of firms, including EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED, and E. F. HUTTON & COMPANY INC. Geoffrey has a wide range of experience in the financial industry. He has worked with both individuals and institutions. Geoffrey has been registered with the state of Wisconsin since 1993 and has a number of registrations in other states. He has a strong commitment to his clients and is dedicated to providing them with the best possible financial advice.

SPECIALIZATIONS

ADVISOR BIO

Geoffry Penn is a financial advisor with over 20 years of experience in the industry. He is currently a registered representative with North Star Asset Management Inc., based in Neenah, WI. Geoffry has a strong track record of providing financial advice to a wide range of clients, including individuals, families, and businesses. He holds the Series 7 and Series 63 licenses, and is also a Chartered Financial Analyst (CFA). Geoffry has a strong commitment to providing clients with personalized financial advice and helping them achieve their financial goals. He is committed to building long-term relationships with clients and providing them with the support they need to make informed financial decisions.

SPECIALIZATIONS

ADVISOR BIO

Geofrey Chizila Banda is an investment advisor representative with Robert W. Baird & Co. Inc. Banda has been in the securities industry since December 27, 2000 and is currently registered with FINRA and the states of Indiana and Wisconsin. Banda holds the Series 31, Series 6, Series 7, Series 63 and Series 66 licenses. Banda has previously worked at McDonald Investments Inc. and 2480 Securities LLC. Banda's specializations include retirement planning, education planning, estate planning, investment management, financial planning, insurance planning, and more.

SPECIALIZATIONS

ADVISOR BIO

George Byykkonen is a financial advisor with over 30 years of experience. He is currently registered with LPL Financial LLC, and holds both Series 7 and Series 63 licenses. George has been a Registered Representative for LPL Financial since August of 1996. He provides financial planning, portfolio management, and consulting services to individuals and businesses. George Byykkonen has been involved in the financial industry since 1990. His previous experience includes roles at AAL Capital Management Corporation, IDS Life Insurance Company and American Express Financial Advisors Inc..

SPECIALIZATIONS

ADVISOR BIO

George Mitchell Piper is a financial advisor with over 30 years of experience in the industry. George is currently registered with Capital Coordinators Co. and Cambridge Investment Research Advisors, Inc.. George is also a Chartered Financial Consultant and holds the Series 63, 65, 7TO, SIE, 1, and 2 licenses. George provides financial planning services and charges hourly fees. George has worked with a variety of clients including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

ADVISOR BIO

George Carpenter is a financial advisor at Madison Partners. George has been in the industry since 2012 and is registered with the state of Wisconsin. George also holds a Series 7 and Series 66 license. George has experience providing financial advice to individuals, businesses, and pension plans. George is passionate about helping clients achieve their financial goals.

SPECIALIZATIONS