Years of Experience
5-20+ Years
BELOIT, WI
31 Years Experience
0 Disclosures
ADVISOR BIO
Henry Bernard Clement is a financial advisor with over 28 years of experience in the industry. Henry Clement is currently registered with Harbour Investments, Inc. and has been associated with them since August 2011. Henry Clement has held previous registrations with M&I FINANCIAL ADVISORS, INC and ROBERT W. BAIRD & CO. INCORPORATED. Henry Clement is licensed to provide financial advice in Illinois, Indiana, Minnesota, North Carolina, and Wisconsin. Henry Clement holds the Series 63, Series 65, Series 7 and SIE licenses. Henry Clement specializes in providing financial advice to individuals, families, and businesses.
SPECIALIZATIONS
BROOKFIELD, WI
42 Years Experience
4 Disclosures
ADVISOR BIO
Henry Anthony Otten has been in the financial industry since 1983. Henry Otten is currently registered with Stifel, Nicolaus & Company, Inc. in Brookfield, Wisconsin. Henry Otten has been with Stifel, Nicolaus & Company, Inc. since 2007. Henry Otten's previous employers include UBS FINANCIAL SERVICES INC., PIPER JAFFRAY & CO., ROBERT W. BAIRD & CO. INCORPORATED and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Henry Otten holds the Series 3, 5, 7, 9, 10, 15, 31, 63, 66 and SIE licenses. Henry Anthony Otten is also registered in the following states: Arizona, California, Florida, Georgia, Illinois, Louisiana, Maryland, Massachusetts, Minnesota, Mississippi, North Carolina, Ohio, South Carolina, South Dakota, Tennessee, Texas, Washington and Wisconsin. Henry Anthony Otten specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisors. Henry Otten also provides portfolio management for individuals, businesses, and pooled investment vehicles. Henry Otten is also a property owner in Wauwatosa, Wisconsin and West Bend, Wisconsin.
SPECIALIZATIONS
GREEN BAY, WI
32 Years Experience
12 Disclosures
ADVISOR BIO
Henry Corrao is a financial advisor with KCD Financial, Inc. Henry has over 29 years of experience in the financial services industry. Henry is registered to provide securities and investment advisory services in both New York and Pennsylvania. He is also a licensed Series 63, Series 7, and Series 24 Principal. His previous experience includes positions with firms like Joseph Stone Capital, Freedom Investors Corp, Laidlaw & Company (UK) LTD, EKN Financial Services Inc, New Castle Financial Services LLC, J.P. Turner & Company, L.L.C., Basic Investors Inc, Advanced Planning Securities, Inc., Great Eastern Securities, Inc., Donald & Co. Securities Inc., Milestone Financial Services, Inc., Harrison Securities, Inc., M.S. Farrell & Company, Inc., Glenn Michael Financial, Inc., EBI Securities Corporation, Joseph Dillon & Company Inc., First Asset Management, Inc., HD Brous & Co., Inc., Lew Lieberbaum & Co., Inc., Chatfield Dean & Co., Inc., Joseph Roberts & Co., Inc., Stratton Oakmont Inc., and others. Henry focuses on providing financial planning and portfolio management for individuals and high-net-worth individuals.
SPECIALIZATIONS
GREEN BAY, WI
17 Years Experience
0 Disclosures
ADVISOR BIO
Henry John Koehne is a financial professional with over 15 years of experience in the financial services industry. Henry John Koehne is currently registered with Cetera Investment Advisers LLC and is located in Green Bay, WI. Henry John Koehne has been with Cetera Investment Advisers LLC since June of 2023. Prior to joining Cetera Investment Advisers LLC, Henry John Koehne was registered with VOYA FINANCIAL ADVISORS, INC. and GIRARD SECURITIES, INC.. Henry John Koehne has passed the Series 63, 65, 7 and SIE exams, and is a Certified Financial Planner. In addition to financial services, Henry John Koehne is also involved in a variety of other businesses, including insurance sales, accounting and tax preparation, wetlands preservation, and farm land rental.
SPECIALIZATIONS
Green Bay, WI
28 Years Experience
0 Disclosures
ADVISOR BIO
Henry Carl Prange is a financial professional with over 25 years of experience in the industry. Henry has a diverse background, having worked for several firms including Packerland Brokerage Services, Inc. and KCD Financial, Inc. Currently, Henry is a registered representative with KCD Financial, Inc. located in Green Bay, Wisconsin. Henry provides financial planning and portfolio management services to individuals and high-net-worth individuals.
SPECIALIZATIONS
MILWAUKEE, WI
4 Years Experience
0 Disclosures
ADVISOR BIO
Heriberto Rios is an investment advisor representative with Robert W. Baird & Co. Inc. Heriberto has been in the financial services industry for over 16 years. Heriberto's primary office is located in Milwaukee, WI. Heriberto has passed the Series 7, Series 9, Series 10, Series 66 and SIE exams. Heriberto is registered with the state of Wisconsin. Heriberto also holds the following designations:
SPECIALIZATIONS
MILWAUKEE, WI
3 Years Experience
0 Disclosures
ADVISOR BIO
Herman J. Hodes is a registered investment advisor representative with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Herman J. Hodes has been in the securities industry since October 2015 and has passed the Series 66, Series 63, Series 7TO, SIE, Series 86 and Series 87 exams. Herman J. Hodes was previously employed with William Blair in Chicago, Illinois.
SPECIALIZATIONS
MILWAUKEE, WI
5 Years Experience
0 Disclosures
ADVISOR BIO
Hersh Kumbhani is a financial advisor registered with Robert W. Baird & Co. Inc. Hersh has been in the financial services industry since 2006. Hersh is currently registered in Wisconsin, Texas, and has a broad range of experience working with individuals, businesses, investment companies, and other financial institutions.
SPECIALIZATIONS
MUSKEGO, WI
15 Years Experience
0 Disclosures
ADVISOR BIO
Hilary Bevers is a financial advisor with over 15 years of experience in the industry. Hilary is a registered representative and investment advisor representative with Thrivent Investment Management Inc. She is licensed to provide investment advice in Wisconsin and Texas. Hilary is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
MADISON, WI
9 Years Experience
0 Disclosures
ADVISOR BIO
Hillaree Bosch is a financial advisor at LPL Financial LLC, a firm with over 1.9 million client accounts and more than $463 billion in regulatory assets under management. Hillaree has been in the industry since 2015 and has a Series 7, Series 66 and SIE license. Hillaree is registered as a Registered Representative and Investment Advisor Representative in Wisconsin, Indiana, Kentucky, Mississippi, West Virginia and Florida. Hillaree also holds the Certified Financial Planner designation. Hillaree specializes in providing financial planning, portfolio management, pension consulting, and other non-discretionary advisory services.
SPECIALIZATIONS