Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

John Joseph Zielinski is an active Registered Representative and Investment Advisor Representative with Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. John has been working in the industry since 2013 and has a strong record of success. John is a dedicated professional who is committed to providing his clients with the highest level of service and expertise. John is registered to provide investment advice in 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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Kestra Advisory Services, LLC

location

MILWAUKEE, WI

experience

42 Years Experience

0 Disclosures

ADVISOR BIO

John Francis Dodds is an Investment Advisor Representative at Kestra Advisory Services, LLC in Wauwatosa, WI. John is a seasoned financial professional with over 40 years of experience in the industry. John has a broad range of experience in investment advisory services and is registered with the state of Wisconsin. John's expertise covers various areas including financial planning, pension consulting, and portfolio management for individuals and businesses. John is also a published author on Marquette University basketball.

SPECIALIZATIONS

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

Wintrust Investments LLC

location

Elm Grove, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

John Steven Matthews is an investment advisor representative with Wintrust Investments LLC. John has been in the industry since 2004. John has been registered with the state of Wisconsin since 2020 and currently holds a Series 7, Series 66, and SIE license. John has held previous positions with firms like PNC Investments, Cabot Lodge Securities LLC, Gulf South Securities, Inc, Icon Securities Corp, Macquarie Capital (USA) Inc., Realty Capital Securities, LLC, LPL Financial Corporation, Moody Securities, LLC, Wells Investment Securities, Inc, and AXA Advisors, LLC.

SPECIALIZATIONS

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

LPL Financial LLC

location

Madison, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

John Edward Pesh is a financial advisor with LPL Financial LLC, a firm based in Fort Mill, South Carolina. John has been in the industry since 2000 and has been registered in the state of Wisconsin since 2022. John has a strong background in the financial services industry, having previously worked with CUNA BROKERAGE SERVICES, INC. and PROEQUITIES, INC. John is committed to providing clients with personalized financial advice and investment strategies that meet their individual needs. John also holds Series 7, 63 and 66 licenses.

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

Thrivent Investment Management Inc.

location

VIROQUA, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

John Norman Mickelsen is a financial advisor registered with Thrivent Investment Management Inc. John has been in the industry since 2003, holding licenses for both securities and investment advisory. John has a strong track record of experience in financial planning and portfolio management for individuals. Currently, John is affiliated with the Viroqua, Wisconsin branch office of Thrivent Investment Management Inc..

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Bleidorn TAX & Investment Services, LLC

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

John F. Bleidorn is a Registered Investment Advisor with Bleidorn TAX & Investment Services, LLC. John specializes in Financial Planning, Portfolio Management for Individuals, and Educational Seminars. John has over 13 years of experience in the financial industry. John also provides tax preparation and consulting services through Bleidorn Tax Services, LLC.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

Pruco Securities, LLC

location

WAUWATOSA, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

John McInnes is a financial advisor with Pruco Securities, LLC based in Wauwatosa, Wisconsin. John has been in the industry for over 10 years. John is a licensed securities representative and holds the Series 7 and Series 66 licenses.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc. | CFP ® (Certifications)

location

MUKWONAGO, WI

experience

48 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

John Otto Schreiber is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Mukwonago, Wisconsin. John Schreiber has over 45 years of experience in the financial services industry. John Schreiber is a Certified Financial Planner™ and holds the Series 7, Series 24, Series 52, and Series 53 licenses. John Schreiber's firm offers a range of financial 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

MENOMONEE FALLS, WI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

John Casper Furrer is a financial advisor at LPL Financial LLC. John has been in the industry since January 8, 1996. John is licensed in Arizona, California, Colorado, Connecticut, Florida, Illinois, Kentucky, Michigan, Minnesota, New York, North Carolina, Ohio, South Carolina, Tennessee, Washington, and Wisconsin. John holds the Series 6, 7, 63, and 65 licenses. John has experience working with a variety of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. John specializes in providing financial planning, portfolio management, and consulting 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
Unclaimed

Endowment Wealth Management, Inc. | CFP ® (Certifications)

location

APPLETON, WI

0 Disclosures

ADVISOR BIO

John David Weninger is a wealth advisor with Endowment Wealth Management, Inc. and ETF Model Solutions, LLC. John David Weninger is a CERTIFIED FINANCIAL PLANNER™ professional. John David Weninger has been in the industry since 2011 and has experience in financial planning and investment advisory. John David Weninger is registered in Wisconsin.

SPECIALIZATIONS

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

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