ADVISOR BIO

Jeffrey Howard Eichel is a financial advisor registered with Cetera Investment Advisers LLC and is a Registered Representative with Cetera Investment Services LLC. Jeffrey has been working in the financial services industry since March 14, 1993. He has over 30 years of experience in the financial services industry and is dedicated to providing his clients with personalized financial advice and guidance. Jeffrey is committed to helping his clients reach their financial goals by providing a wide range of financial services, including financial planning, investment management, and retirement planning. He is a Series 6, 7, and 63 licensed representative with Cetera Investment Services LLC, as well as a Series 65 licensed representative with Cetera Investment Advisers LLC. He has also earned his SIE license. Jeffrey specializes in working with high-net-worth individuals, corporations, and other businesses.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Richard is a financial advisor with over 30 years of experience in the financial services industry. Jeffrey is currently registered with Harbour Investments, Inc. in Platteville, WI. Jeffrey has previously been registered with MIDAMERICA FINANCIAL SERVICES, INC., NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC, ROBERT W. BAIRD & CO. INCORPORATED, and MML INVESTORS SERVICES, INC.. Jeffrey is also an Independent Insurance Agent and owner/operator of Richard Financial Resources. Jeffrey holds the Series 6, Series 63, and Series 65 licenses. Jeffrey has experience providing financial planning and portfolio management for individuals and businesses. Jeffrey is dedicated to helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey William Senglaub is a financial advisor with over 39 years of experience in the industry. Currently, Jeffrey William Senglaub is registered with Independent Financial Group, LLC. Prior to this, Jeffrey William Senglaub has worked with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, NEW ENGLAND SECURITIES, and CAPITAL FINANCIAL SERVICES, INC.. Jeffrey William Senglaub provides portfolio management for individuals and businesses, financial planning, pension consulting, and selection of other advisors. Jeffrey William Senglaub is also a registered investment advisor representative in Wisconsin and Texas.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Scott Miles is a financial advisor with over 23 years of experience in the industry. Jeffrey is currently registered with LPL Financial LLC and Gateway Wealth Partners, LLC, and is licensed in Florida, Illinois, and Wisconsin. Jeffrey has a wide range of experience in financial services, including securities, investment advisory, and insurance. Jeffrey holds Series 3, 7, 55, 63, and 65 licenses and the SIE certification.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Patrick Altenhof is a financial advisor registered with Morgan Stanley, with over 24 years of experience in the financial services industry. Jeffrey is a licensed broker-dealer and investment advisor representative. Jeffrey holds Series 3, 7, 9, 10, 31, and 66 licenses, as well as the SIE exam. He is registered in 53 states and the District of Columbia. Jeffrey has experience working with individuals, high-net-worth individuals, corporations, trusts, investment clubs, charitable organizations, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey John Kinziger is a financial advisor with over 22 years of experience in the financial services industry. Jeffrey is currently registered with Robert W. Baird & Co. Inc. and has been with the firm since 2009. Prior to joining Robert W. Baird, Jeffrey worked at CITIGROUP GLOBAL MARKETS INC. for almost nine years. Jeffrey is a licensed securities agent and investment advisor representative in multiple states. Jeffrey holds Series 7, 31 and 63 securities licenses as well as a Series 65 investment advisor license. Jeffrey specializes in portfolio management for individuals, businesses, and investment companies. Jeffrey also provides financial planning and other advisory services.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Brian Scott is a financial advisor with Edward Jones. Jeffrey has been a financial advisor since 1998, with over 24 years of experience in the industry. Jeffrey is registered with the state of Wisconsin, and has passed the Series 63 and Series 7 exams.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Demichiel is a financial advisor at Morgan Stanley. Jeffrey has been in the financial services industry since April 2000. Jeffrey is registered as a Broker/Dealer and Investment Advisor Representative in numerous states across the United States. Jeffrey specializes in providing financial advice to individuals, businesses, investment companies, and charitable organizations. Jeffrey has previously worked at WELLS FARGO ADVISORS, LLC and also serves as an umpire for the Wisconsin State Youth Baseball League.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Ronald Petrus is a financial advisor with Ameriprise Financial Services, LLC. Jeffrey has been in the financial services industry since 2003 and is registered with the state of Wisconsin and Texas. Jeffrey is also a Series 7 and Series 66 license holder. He is licensed to provide investment advice and securities services to clients in multiple states. Jeffrey is a member of the Council-at-large of Petrus, a non-investment-related board of directors in Wauwatosa, Wisconsin.

SPECIALIZATIONS

ADVISOR BIO

Jeffrey Keegan Schnoor is a financial advisor with Charles Schwab & CO., Inc. Jeffrey holds Series 7, 9, 10, 24, 63, and 65 licenses, as well as a SIE exam. Jeffrey has worked in the financial industry since 1987 and has been with Charles Schwab since 2022. Prior to Charles Schwab, Jeffrey worked at Johnson Wealth Inc. and Cleary Gull Inc.

SPECIALIZATIONS