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Advisors in Wisconsin
7,945 Results
Unclaimed

Global View Capital Management LLC

location

WAUKESHA, WI

0 Disclosures

ADVISOR BIO

Karen Danczyk is a financial advisor with Global View Capital Management LLC. Karen has been in the financial industry since 1986 and has experience in both investment advisory and insurance services. Karen has a wide range of experience in the financial industry, including previous roles with Purshe Kaplan Sterling Investments, The Strategic Financial Alliance, Inc., World Group Securities, Inc., WMA Securities, Inc., and Intersecurities, Inc.. Karen has also worked as a general contractor for her own business, Danczyk Design & Builders, LLC. In addition to her role as a financial advisor at Global View Capital Management LLC, Karen is also an insurance agent for Global View Capital Insurance Services, LLC, and Experior Financial Group, Inc., as well as an independent contractor for Global View Capital Advisors, LLC. Karen is committed to providing her clients with the best possible financial advice and service.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS
Unclaimed

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Karen Werner is a financial advisor associated with Thrivent Investment Management Inc. in Appleton, WI. Karen has been in the industry since October 18, 2000. Karen is licensed in Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Thrivent Investment Management Inc.

location

MADISON, WI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Karen Newquist is a financial advisor with Thrivent Investment Management Inc. Karen has been in the financial industry since 2014 and holds Series 63, 65, 7 and SIE licenses. She is registered to provide investment advice in Colorado, Illinois, Michigan, Minnesota, South Carolina, Tennessee, Texas, and Wisconsin. Karen focuses on providing financial planning and portfolio management for individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

Green Bay, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Karen Ploof is a financial advisor with RBC Capital Markets, LLC, located in Green Bay, WI. Karen has over 20 years of experience in the financial services industry. Karen holds the Series 6, Series 63, and SIE licenses. Karen is also registered with the state of Wisconsin. Prior to joining RBC Capital Markets, Karen worked for J.P. MORGAN SECURITIES LLC and CHASE INVESTMENT SERVICES CORP. Karen has a strong understanding of the financial markets and is committed to providing her clients with personalized financial advice.

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

Wells Fargo Clearing Services, LLC

location

WAUKESHA, WI

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Karen Elizabeth Gleason Bliske is a financial advisor with Wells Fargo Clearing Services, LLC. Karen Bliske has been in the financial services industry since May 23, 1984. Karen Bliske is registered with the state of Wisconsin as an Investment Advisor Representative and a Registered Representative. Karen Bliske has a Series 63 license for securities and a Series 65 license for investment advisory. Karen Bliske is licensed in 22 states and specializes in providing financial advice to individuals, corporations, and charitable organizations. Karen Bliske has worked for Kemper Securities Group, Inc., Blunt Ellis & Loewi Incorporated, and The Milwaukee Company in the past. Karen Bliske is a registered representative of Wells Fargo Clearing Services, LLC, and is a Registered Investment Advisor Representative of Wells Fargo Advisors, LLC.

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

Principal Securities, Inc.

location

WAUWATOSA, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Karen Kay Schmaling is a financial advisor at Principal Securities, Inc. Karen has been in the financial industry since July 20, 2006 and is licensed to provide financial advice in multiple states. Karen is registered with the state of Wisconsin and is licensed to provide financial advice in 36 other states. Karen has experience working with high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations. Karen provides a range of financial planning and advisory services including financial planning, portfolio management for individuals, educational seminars, selection of other advisers, and pension consulting. Karen is a member of FINRA and has a Series 7, Series 63, and SIE license.

SPECIALIZATIONS

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

Greenfield, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Karen McMahon is a financial advisor at Edward Jones. Karen has been in the financial industry since 1996 and has worked for a number of firms, including Northwestern Mutual Investment Services, LLC, Chase Investment Services Corp., and Banc One Securities Corporation. Karen has a strong track record of success in providing financial advice to individuals and businesses. Karen is registered with the state of Wisconsin and Missouri. Karen is committed to providing her clients with personalized financial advice and guidance.

SPECIALIZATIONS

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

DOUSMAN, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Karen Jean Arenz is an active broker and investment advisor representative registered with Edward Jones. Karen has been in the securities industry since December 10, 2002. Karen has passed the Series 63, SIE and Series 7 exams. Karen currently holds registrations in 24 states and the District of Columbia, as well as IA registration in Wisconsin. Karen currently works out of the Edward Jones branch located in Dousman, Wisconsin. Karen is also a Vice President of Arenz Enterprises Inc. and owns a rental property.

SPECIALIZATIONS

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

Ellenbecker Investment Group

location

WAUKESHA, WI

disclosure

1 Disclosures

ADVISOR BIO

Karen Ellenbecker is a wealth advisor with Ellenbecker Investment Group. Karen has been in the financial industry for over 30 years and has extensive experience in providing financial planning and wealth management services to a diverse clientele, including high-net-worth individuals, families, and charitable organizations. Karen is passionate about helping clients achieve their financial goals and has a strong commitment to building long-term relationships. Karen holds a Series 7, Series 24, Series 51, and Series 65 licenses and is registered as an Investment Advisor Representative in the state of Wisconsin.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

WAUSAU, WI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Karen Roth is a financial advisor with Wells Fargo Clearing Services, LLC. Karen has been in the financial industry for over 20 years, and has been a registered representative of Wells Fargo Clearing Services, LLC since 2016. Before joining Wells Fargo Clearing Services, LLC, Karen worked as an investment advisor representative for Associated Investment Services, Inc. and Wells Fargo Advisors, LLC. Karen is licensed to sell securities in Arizona, Arkansas, California, Colorado, Florida, Illinois, Iowa, Maryland, Michigan, Minnesota, Mississippi, Missouri, New Mexico, New York, North Carolina, Oregon, Texas, Virginia, and Wisconsin. Karen specializes in providing financial advice to individuals, businesses, corporations, and charitable organizations.

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

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