ADVISOR BIO

James Letcher is an investment advisor representative, licensed with LPL Financial LLC. James has been working in the financial services industry since January 21, 2002. James has been registered with LPL Financial LLC since May 18, 2022. James was previously registered with CUNA BROKERAGE SERVICES, INC. from March 9, 2006, to May 18, 2022. James is licensed to provide investment advice in 26 states. James has passed the SIE, Series 7 and Series 66 exams. James specializes in providing financial advice to individuals, businesses, investment clubs, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

James Edward Wolf is a financial advisor with over 25 years of experience in the industry. James has a Series 7, Series 63 and SIE licenses and is registered to provide investment advice in Colorado, Minnesota and Wisconsin. James is currently affiliated with LPL Financial LLC, a large, national financial services company. James has previously worked for a number of other financial institutions, including Ameriprise Financial Services, Inc., IDS Life Insurance Company and American Express Financial Advisors Inc. James has extensive experience in providing financial advice to a wide range of clients, including individuals, families, businesses, and institutions. James specializes in providing financial planning, investment management, and retirement planning services.

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ADVISOR BIO

James T Puissant is a financial advisor at Robert W. Baird & Co. Inc. James has been in the industry for over 1 year and is registered in 35 states. James has a broad range of experience in the financial services industry and specializes in providing personalized financial advice to individuals, families, and businesses. James is dedicated to helping clients achieve their financial goals and is committed to providing the highest level of service.

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ADVISOR BIO

James W. Hill is a financial advisor with Boardwalk Financial Strategies LLC. James W. Hill has been working in the financial services industry for over 6 years and has obtained his Series 65 and SIE licenses. He is a Certified Financial Planner and specializes in providing financial planning and portfolio management for individuals and high-net-worth individuals. James W. Hill is registered with the state of Wisconsin and Illinois as an Investment Advisor Representative. He is also a registered representative of Boardwalk Financial Strategies LLC.

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ADVISOR BIO

James George Schaefer is a financial advisor based in Milwaukee, WI. James has been in the financial industry since 1998 and is currently registered with MWA Financial Services Inc. James has a broad range of experience and holds the Series 6, Series 26 and Series 63 licenses. James is also registered with the state of Florida, Illinois, North Carolina, Oregon and Wisconsin. James specializes in working with individuals, high net worth individuals, charitable organizations and corporations or other businesses. James provides financial planning services, selects other advisors for clients, and manages portfolios for individuals and businesses.

SPECIALIZATIONS

ADVISOR BIO

James Dwight Thorsen is a financial professional with over 40 years of experience in the industry. He has been registered with Equitable Advisors, LLC since 2014, and has a history of working with individuals, high-net-worth individuals, and families. James specializes in a range of financial planning services, including portfolio management, investment advice, and retirement planning. He is dedicated to providing personalized financial solutions that meet the unique needs of his clients.

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ADVISOR BIO

James Gregg is a registered Investment Advisor Representative with Global View Capital Management LLC. James has been in the financial industry for over 10 years. James is registered in Ohio to provide investment advice and has a Series 63 and Series 65 license. James also has his Series 6 license for Investment Company Products/Variable Contracts. James is an experienced financial advisor who provides a range of services including portfolio management, financial planning, and selection of other advisors. James also provides services for participants of 401(k), 403b, 457, and SIMPLE retirement plans. James has worked for a variety of firms in the past including Questar Capital Corporation, Gregg & Associates, LLC and Intouch Insurance Group, LLC. James is dedicated to helping his clients reach their financial goals.

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ADVISOR BIO

James Henry Herrick is a financial advisor who has been in the industry since 1986. James is a registered principal at Robert W. Baird & Co. Inc. and has been with the firm since 1986. James has a wide range of experience in the financial industry, including experience with securities, investments, and options. James has a strong track record of success and is committed to providing his clients with the highest level of service.

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ADVISOR BIO

James Douglas Cantrell is a Certified Financial Planner™ with over 30 years of experience in the financial services industry. James is currently registered with Financial Strategies, Inc. in Wisconsin and Texas. James has a proven track record of providing financial planning and investment management services to individuals and families. James's specialties include retirement planning, college savings, and estate planning. James is committed to helping clients achieve their financial goals.

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ADVISOR BIO

James McKnight is a financial advisor registered in Wisconsin with Annex Wealth Management, LLC. James is licensed in both Wisconsin and Illinois, and has a background in the financial services industry, having worked for a number of firms in the past. James has a strong understanding of the investment markets and provides financial planning and investment management services to individuals, corporations, and trusts. James is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS