Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Harbour Investments, Inc.

location

BELOIT, WI

experience

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

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

Stifel, Nicolaus & Company, Inc.

location

BROOKFIELD, WI

experience

42 Years Experience

disclosure

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

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

KCD Financial, Inc.

location

GREEN BAY, WI

experience

32 Years Experience

disclosure

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

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

GREEN BAY, WI

experience

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

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

KCD Financial, Inc.

location

Green Bay, WI

experience

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

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

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

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

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

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

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

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

Thrivent Investment Management Inc.

location

MUSKEGO, WI

experience

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

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

MADISON, WI

experience

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

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

Need help matching

with the right advisor?