Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Cuso Financial Services, LP

location

Kimberly, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Busch is a financial professional with over 16 years of experience in the industry. Jennifer has a strong background in providing financial advice and guidance to individuals and families. Jennifer is registered with CUSO Financial Services, LP in Wisconsin and is also registered in several other states. Jennifer specializes in retirement planning, investment management, and college savings. Jennifer is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

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

RBC Capital Markets, LLC

location

Green Bay, WI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Carr is a financial advisor with RBC Capital Markets, LLC, in Green Bay, Wisconsin. Jennifer has been in the industry since May 2, 1999 and has a strong background in providing financial advice to individuals, businesses, and institutions. Jennifer is committed to helping clients achieve their financial goals through a personalized approach and comprehensive financial planning services. Jennifer holds Series 7 and 63 licenses as well as Series 65.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Milwaukee, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Ann Spiece is a financial advisor with over 20 years of experience in the industry. Jennifer is registered with Morgan Stanley and is licensed to provide investment advice in Wisconsin and Texas. Jennifer holds several industry certifications, including the Series 65, Series 63, Series 7, Series 10 and Series 9. Jennifer has previously worked at Stifel, Nicolaus & Company, Incorporated, B. C. Ziegler and Company, Wells Fargo Funds Distributor, LLC and Strong Investments, Inc. Jennifer has extensive experience in providing financial planning, portfolio management, and asset allocation advice to individuals, families, and businesses.

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
ASSET ALLOCATION ADVICE
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

FOND DU LAC, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Riedeman is an investment advisor representative who has been in the industry since 2000. She is currently registered with Raymond James Financial Services Advisors, Inc. and has a Series 63, Series 7 and SIE license. Jennifer has experience working with individual investors, corporations, pension and profit sharing plans, charitable organizations, insurance companies, and banking or thrift institutions.

SPECIALIZATIONS

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

Cuso Financial Services, LP

location

Kimberly, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Brunette is an investment advisor representative registered with Cuso Financial Services, LP, located in Kimberly, WI. Jennifer has been in the industry for over 10 years. Jennifer is registered to provide investment advice in Wisconsin. Jennifer offers a range of services including financial planning, portfolio management for individuals and businesses, and pension consulting.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Lynn Ewart is a financial advisor with Thrivent Investment Management Inc. Jennifer has been in the industry since February 16, 2017 and is licensed to offer investment advice in Wisconsin. Jennifer has passed the Series 6, Series 63 and SIE exams. Jennifer's areas of specialization include Financial Planning and Portfolio Management for Individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

WAUKESHA, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Steil-palma is a financial advisor registered with Wells Fargo Clearing Services, LLC. Jennifer is a registered representative with over 17 years of experience in the financial services industry. Jennifer has been with Wells Fargo Clearing Services, LLC since April 2021, prior to that Jennifer was a financial advisor with BMO Harris Financial Advisors, Inc. from July 2016 to April 2021 and was previously with Morgan Stanley from June 2009 to July 2016. Jennifer specializes in providing financial planning, portfolio management for individuals and businesses, and investment consulting services to institutional clients.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed
location

BARABOO, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Anne Kinzler is a financial advisor registered with LPL Financial LLC. Jennifer has been in the industry since January 18, 2007, and is licensed to provide investment advice and securities transactions in several states. Her prior experience includes working as a financial advisor with RAYMOND JAMES FINANCIAL SERVICES, INC. in Baraboo, WI. Jennifer holds the Series 7, Series 63, and Series 65 licenses, and the SIE exam certification.

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
Unclaimed
location

Onalaska, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Akins is a financial advisor with Edward Jones. Jennifer has been in the industry since 2015 and holds Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Jennifer has experience working with high-net-worth individuals, as well as individuals, corporations, partnerships, pension and profit-sharing plans, and charitable organizations. Jennifer is registered to provide investment advice in Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Maryland, Minnesota, Missouri, North Carolina, Tennessee, Texas, Virginia, Washington, and Wisconsin. Jennifer is also a registered representative with Edward Jones in Texas and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

BALDWIN, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Jennifer Most is a financial advisor at Edward Jones. Jennifer has been in the financial services industry since 2023. She has earned the Series 66, Series 7TO and SIE licenses and is registered in Minnesota and Wisconsin. Jennifer is dedicated to helping her clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals

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