ADVISOR BIO

Andrew Kallies is a financial professional with over 20 years of experience in the industry. Andrew is currently registered with Robert W. Baird & Co. Inc. and has previously been affiliated with WELLS FARGO FUNDS DISTRIBUTOR, LLC and STRONG INVESTMENTS, INC. Andrew is a Series 6, 7, 9, 10, 63 and SIE licensed professional. Andrew specializes in providing financial advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Andrew Polzin is an Investment Advisor Representative at Behl Wealth Management. Andrew is a Certified Financial Planner™ professional who is also licensed to provide financial advice in Wisconsin. Andrew holds a Series 65 license and has been in the financial industry since 2018.

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ADVISOR BIO

Andrew Whaley is a registered representative at Robert W. Baird & Co. Inc. in Milwaukee, WI. Andrew has been in the financial services industry since 2013. Andrew holds the Series 66, Series 99TO, SIE, and Series 7 licenses. Andrew has experience in various areas of financial planning, including portfolio management, investment advisory, and other financial services.

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ADVISOR BIO

Andrew Reitzner is a financial advisor at Edward Jones. Andrew has been in the financial industry for over 15 years. Andrew is registered with the state of Wisconsin and Texas. He is also registered with FINRA. Andrew has a Series 66, Series 7 and SIE. He is a financial advisor who can provide financial planning, pension consulting and selection of other advisors services.

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ADVISOR BIO

Andrew Jeremiah Schwertfeger is a financial advisor who has been in the industry since 2008. Andrew is currently registered with Robert W. Baird & Co. Inc. Andrew is licensed in 30 states and holds both Series 66 and Series 7 licenses. Andrew has a background in a variety of industries including broadcasting and real estate. Andrew's specialties include business development companies, investment companies, insurance companies, pension plans, and high-net-worth individuals.

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ADVISOR BIO

Andrew Froelich is a financial advisor with Raymond James Financial Services Advisors, Inc. Andrew has been in the industry for 7 years and has a Series 7, Series 66, and SIE licenses. Andrew is also a Certified Financial Planner. Andrew provides financial planning, portfolio management, and pension consulting services. Andrew is registered in Colorado, Illinois, Indiana, Michigan, Minnesota, and Wisconsin.

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ADVISOR BIO

Andrew Richman is a registered representative and investment advisor with Packerland Brokerage Services, Inc. Andrew has been in the financial industry since 1997. Andrew has a wide range of experience, including financial planning, pension consulting, and portfolio management. Andrew is registered in California, Colorado, Illinois, Iowa, and Wisconsin. Andrew also holds the Series 7, Series 63, Series 65, and SIE licenses.

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ADVISOR BIO

Andrew Ogden Gile is a financial advisor with over 5 years of experience in the industry. Andrew has a Series 7, Series 24, Series 66 and SIE licenses. Andrew provides investment advisory services through A. Gile & Co., an independent investment advisor firm, and also works with LPL Financial LLC. Andrew is registered to offer investment advice in several states, including Wisconsin, Texas and many others.

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ADVISOR BIO

Andrew Ryan is a financial advisor with Osaic Wealth, Inc. located in APPLETON, WI. Andrew J Ryan is a licensed insurance agent offering a variety of insurance products. Andrew is also the director of worship and music ministries at the Cross Walk Church of Appleton. Andrew's financial advisor career started in 2020 with Lincoln Financial Advisors.

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ADVISOR BIO

Andrew Fitzpatrick is a financial advisor with Wells Fargo Clearing Services, LLC. Andrew is a registered representative in Illinois, Texas, and Wisconsin. Andrew's professional experience includes 13 years in the financial services industry. Andrew specializes in providing investment consulting services to institutional clients, as well as financial planning and portfolio management for individuals and businesses. Andrew is also a Chartered Financial Analyst.

SPECIALIZATIONS