Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

RBC Capital Markets, LLC

location

Minocqua, WI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

John G. Hilbert is an investment advisor representative associated with RBC Capital Markets, LLC, in Minocqua, Wisconsin. John has been in the industry since July 1998. John holds the Series 31, Series 7, and Series 6 licenses and has passed the SIE and Series 63 exams. John G. Hilbert has a history of working with various firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc. In addition to their financial advisory work, John is also a Board of Directors member of Walleyes for Tomorrow.

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

Pruco Securities, LLC

location

Sun Prairie, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

John Edward Cullen is a financial professional with over 18 years of experience in the financial services industry. John is currently a registered representative with Pruco Securities, LLC. John holds the Series 6 and Series 63 securities licenses and the SIE exam. John has been registered with the state of Wisconsin since 2013. In addition to Wisconsin, John is registered with the state of California and the District of Columbia. Previously, John was registered with NYLIFE Securities LLC in Wisconsin. John focuses on the financial needs of individuals, corporations, and trusts and estates.

SPECIALIZATIONS

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

Packerland Brokerage Services, Inc.

location

GREEN BAY, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

John Osborn Meier is a financial advisor with Packerland Brokerage Services, Inc. in GREEN BAY, WI. John has been a registered representative for over 20 years. John's prior experience includes working for Thrivent Investment Management Inc. in APPLETON, WI. John is a Series 6, 7, 26, 28, 63, 99TO, and SIE licensed advisor.

SPECIALIZATIONS

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

Lasalle Investment Advisors, Inc.

location

PEWAUKEE, WI

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John Stephen Maresh has over 30 years of experience in the financial services industry. John currently works as a registered representative and financial advisor with Lasalle Investment Advisors, Inc. Based in Pewaukee, Wisconsin, John provides financial advice and portfolio management services to individuals and high-net-worth individuals. John has a wide range of experience in the financial services industry, having previously worked with Freedom Investors Corp., EZ Stocks, Inc., Wellington Investment Services Corp., MIMLIC Sales Corporation, Economic Resources, Inc., and First Securities Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Uncommon Cents Investing

location

JANESVILLE, WI

0 Disclosures

ADVISOR BIO

John Berkley is a financial advisor with over 40 years of experience. John has been registered with Uncommon Cents Investing since October 2017. Previously, John was registered with SII INVESTMENTS, INC. and FPC SECURITIES CORPORATION. John is licensed in Wisconsin and holds Series 63, 65, 7, 1 and SIE licenses. John specializes in providing financial advice and portfolio management services to individuals and high-net-worth individuals. John has served clients in the Janesville area for many years. John currently works with over 577 clients. John is the President of John Berkley, Inc. which serves as a business entity for tax purposes and personal real estate holdings.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
CONSULTING
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John Luy is an investment advisor representative at Robert W. Baird & Co. Inc. John has been in the industry since September 23, 1987. John is registered in 32 states and has experience with individuals, high-net-worth individuals, corporations, insurance companies, investment companies, charitable organizations, and other 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

Robert W. Baird & Co. Inc.

location

North Shore, WI

experience

37 Years Experience

0 Disclosures

ADVISOR BIO

John Lewenauer is a financial advisor with Robert W. Baird & Co. Inc. with over 30 years of experience in the financial services industry. John has a wide range of experience working with clients, including high-net-worth individuals, corporations, and institutions. John is registered with the Securities and Exchange Commission (SEC) and holds Series 63, Series 7 and SIE licenses. John specializes in providing financial planning, portfolio management and investment advisory services.

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

Charles Schwab & CO., Inc.

location

Brookfield, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

John C. Stoner is a financial advisor with Charles Schwab & CO., Inc. in Brookfield, WI. John has been in the industry since December 2020. John is registered as a Registered Representative and Investment Advisor Representative in Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM
Unclaimed

Robert W. Baird & Co. Inc. | CFA ® (Certifications)

location

MILWAUKEE, WI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

John S. Cremer is a financial advisor at Robert W. Baird & Co. Inc. with over 7 years of experience in the industry. John is registered to provide investment advice in Wisconsin and is a Series 63, Series 7, and SIE exam holder. He is a Chartered Financial Analyst. John's previous work experience includes roles at both Robert W. Baird and Northwestern Mutual.

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

Johnson Wealth Inc.

location

Appleton, WI

0 Disclosures

ADVISOR BIO

John Conrad Keller is a wealth advisor registered with Johnson Wealth Inc. in Appleton, WI. John has been a wealth advisor since 2014. John has over 20 years of experience in the financial services industry. Prior to joining Johnson Wealth Inc., John worked for several firms, including Wells Fargo Investments, LLC, Wells Fargo Securities Inc., Forum Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. John is a registered Investment Advisor Representative in Wisconsin and holds the Series 7, Series 63, and Series 65 licenses.

SPECIALIZATIONS

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

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