Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

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

location

MEQUON, WI

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kenneth Flannery is a financial advisor with over 20 years of experience in the financial services industry. Kenneth is a CERTIFIED FINANCIAL PLANNER™ professional and holds licenses to conduct business in 38 states. Kenneth is currently registered with Raymond James Financial Services Advisors, Inc. and Gentian Financial, Inc. Kenneth's current primary work location is in Mequon, WI.

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

Windermere Wealth Advisors, LLC | CFA ® (Certifications)

location

ELM GROVE, WI

0 Disclosures

ADVISOR BIO

Kenneth Evason is a financial advisor registered with Windermere Wealth Advisors, LLC. Kenneth Evason has been in the industry since 2010. Kenneth Evason works out of the Elm Grove, Wisconsin office of Windermere Wealth Advisors, LLC. Kenneth Evason specializes in providing financial planning, portfolio management, and consulting services to individuals, businesses, and high-net-worth individuals. Kenneth Evason is also a Chartered Financial Analyst.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

ELM GROVE, WI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth James Wolfe is a financial advisor with over 26 years of experience in the industry. Kenneth is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and Wisconsin and has previously held positions at Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Kenneth holds several securities licenses, including Series 6, 7, 31, 63, and 65. Kenneth has a strong track record of providing financial advice to individuals, businesses, and retirement plans. Kenneth is committed to providing his clients with personalized financial advice and helping them reach 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
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Osaic Wealth, Inc.

location

Green Bay, WI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Courts is a registered investment advisor representative with over 10 years of experience in the financial services industry. He has held positions at Securities Service Network, LLC and Securities America, Inc. Kenneth is currently registered with Osaic Wealth, Inc., a firm that provides financial planning, retirement planning, asset management, and insurance services. Kenneth's expertise includes investment advisory services, portfolio management for individuals and businesses, and financial planning. He is committed to providing clients with personalized advice and strategies to help them 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

LPL Financial LLC

location

WEST ALLIS, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Paul Reske is a financial advisor who has been in the industry since July 2006. He is currently registered with LPL Financial LLC. Kenneth Paul Reske has a Series 6, Series 7, Series 26, and Series 63 license. Kenneth Paul Reske has previously worked at UBS Financial Services INC. and PFS INVESTMENTS INC. Kenneth Paul Reske provides financial planning, portfolio management, and other non-discretionary advisory 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

Heck Capital Advisors, LLC

location

RHINELANDER, WI

0 Disclosures

ADVISOR BIO

Kenneth Robert Heck is an investment advisor representative at Heck Capital Advisors, LLC. Kenneth is registered with the state of Minnesota and Wisconsin. Kenneth has been in the industry since February 1991, working for both Citigroup Global Markets Inc. and Heck Capital Advisors, LLC. Kenneth has passed the General Securities Representative Examination (Series 7) and the Uniform Securities Agent State Law Examination (Series 63). Kenneth is a registered representative and investment advisor in the state of Wisconsin and Minnesota.

SPECIALIZATIONS

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

GWN Securities Inc.

location

BROOKFIELD, WI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Herman Zastrow is a registered representative with GWN Securities Inc. based in Brookfield, WI. Kenneth has been in the industry since March 25, 2009 and holds licenses for Series 6 and Series 63 securities exams. Kenneth Zastrow is registered in 10 states and has been registered with GWN Securities Inc. since March 25, 2009.

SPECIALIZATIONS

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

Kerntke Otto McGlone Wealth Management Group

location

APPLETON, WI

0 Disclosures

ADVISOR BIO

Kenneth John McGlone is a Registered Investment Advisor (IA) representative with Kerntke Otto McGlone Wealth Management Group, located in Appleton, Wisconsin. Kenneth has been in the industry since June 2002 and is a Series 65 exam holder. Kenneth is also the owner of McGlone Fitness Group, Inc. and McGlone Properties, LLC. Kenneth's firm specializes in financial planning, portfolio management for individuals and businesses, and the publication of periodicals. They serve a wide range of clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth.

SPECIALIZATIONS

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

HURLEY, WI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Kenneth Saari is a financial advisor currently registered with Edward Jones. Kenneth has been in the financial industry since 2008 and has experience with Edward Jones and several other firms. Kenneth is currently registered with the states of Arizona, California, Florida, Idaho, Illinois, Maryland, Michigan, Minnesota, Nevada, North Carolina, Oklahoma, and Wisconsin. Kenneth holds a Series 7, Series 63, Series 66, and SIE licenses. Kenneth is also a member of the City of Montreal City Council and the Northern Iron County Engaged Residents (NICER) as well as the board of directors of the Penokee Rangers. Kenneth is also a specialist in providing financial advice to individuals, businesses, insurance companies, charitable organizations, and pension and profit sharing plans.

SPECIALIZATIONS

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

Eagle Strategies LLC | CFP ®,CFC ® (Certifications)

location

NEENAH, WI

experience

43 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Kenneth Bakula is a financial advisor with over 40 years of experience in the industry. Kenneth Bakula is currently registered with Eagle Strategies LLC in Illinois and Wisconsin and has previously been registered in New York, Colorado, Florida, Indiana, Minnesota, Texas, and Washington. Kenneth Bakula specializes in providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Kenneth Bakula's experience includes working with AXA Advisors, LLC and The Equitable Life Assurance Society of the United States. Kenneth Bakula holds Series 6, 7, 24, 63, and 65 licenses and is a Certified Financial Planner and a Chartered Financial Consultant. Kenneth Bakula also works with outside insurance carriers for the purpose of brokering non-registered insurance products.

SPECIALIZATIONS

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

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