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Advisors in Wisconsin
7,945 Results
Unclaimed

LPL Financial LLC

location

MARINETTE, WI

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Cegelski is a financial advisor associated with LPL Financial LLC. Kevin has over 30 years of experience in the financial services industry, beginning in 1991. Kevin currently works in the Marinette, Wisconsin office of LPL Financial LLC. Kevin is registered with the state of Wisconsin. Kevin has earned the Series 63, SIE and Series 7 licenses. Kevin also specializes in investment clubs, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth individuals, state or municipal government entities and sovereign wealth funds and foreign official institutions.

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

LPL Financial LLC

location

Madison, WI

experience

20 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Kevin Pachucki is a financial advisor with LPL Financial LLC. Kevin has been in the industry since 2002 and has a broad range of experience. Kevin has a Series 3, Series 7, Series 63 and Series 65 licenses. Kevin also has experience with CUNA BROKERAGE SERVICES, INC. and Abacus Investments, Inc.. Kevin provides financial planning services to individuals, families, and businesses. Kevin is also a registered investment advisor and is licensed to provide investment advice in all 50 states.

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

Robert W. Baird & Co. Inc.

location

Fox Valley, WI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Kevin R Geenen is a financial advisor at Robert W. Baird & Co. Inc. with a focus on providing comprehensive financial advice to a wide range of clients, including individuals, businesses, and institutions. Kevin is registered to offer investment advice in various states, including Alabama, Arizona, California, Colorado, Delaware, Florida, Hawaii, Idaho, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virgin Islands, Washington, and Wisconsin. Kevin holds several professional licenses and certifications, including Series 7, Series 66, and SIE.

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

Coordinated Capital Securities, Inc.

location

WAUNAKEE, WI

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Kearney is an active Registered Representative and Investment Adviser Representative with Coordinated Capital Securities, Inc. with 30 years of experience in the industry. Kevin has been registered with the firm since 1999. Prior to that, he was affiliated with H.D. Vest Investment Securities, Inc., ISFA Corporation, Coordinated Capital Securities of WI Inc., The Lincoln National Life Insurance Company, Lincoln National Pension Insurance Company and Mutual Service Corporation. Kevin is licensed to provide investment advice in California, Illinois, Indiana, Texas and Wisconsin.

SPECIALIZATIONS

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

Wealthspire Advisors

location

Madison, WI

0 Disclosures

ADVISOR BIO

Kevin Moloney is an investment advisor representative at Wealthspire Advisors. Kevin has over 20 years of experience in the financial services industry and holds the Series 63, 65, 7, 26 and SIE licenses. Kevin is a registered investment advisor in Wisconsin. Kevin specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals.

SPECIALIZATIONS

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

RICHLAND CENTER, WI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Bartels is a financial advisor with Edward Jones, a firm with a focus on providing personalized investment advice to individual clients. Kevin has been a registered representative since 2022 and is currently registered in Wisconsin and Texas. Kevin has a strong foundation in financial planning, as well as experience in portfolio management. He holds Series 7, 66 and SIE licenses. In addition to his role as a financial advisor, Kevin operates a family farm in Muscoda, WI.

SPECIALIZATIONS

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

UBS Financial Services Inc.

location

MADISON, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Kevin Noskowiak is a Registered Representative and Investment Advisor Representative, licensed in Wisconsin. Kevin has been in the industry since June 1998, and currently works for UBS Financial Services Inc., located in Madison, WI. Kevin offers portfolio management, financial planning and pension consulting services to his clients, including individuals, corporations and other businesses, as well as charitable organizations. Kevin's credentials include passing the Series 7TO and SIE exams, and the Uniform Combined State Law Examination.

SPECIALIZATIONS

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

LPL Financial LLC | CFC ® (Certifications)

location

MADISON, WI

experience

12 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kevin McCloud is a financial advisor with LPL Financial LLC. Kevin has been in the industry since August 2012. Kevin has a Series 7TO, Series 63, and Series 66 registration and a SIE license. Kevin is also a Chartered Financial Consultant (ChFC). Kevin has worked for various firms in the past, including U.S. BANCORP INVESTMENTS, INC., BMO HARRIS FINANCIAL ADVISORS, INC., J.P. MORGAN SECURITIES LLC, and CHASE INVESTMENT SERVICES CORP. Kevin is currently registered with LPL Financial LLC and First Business Bank, and is located in Madison, Wisconsin.

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

Tiaa-Cref Individual & Institutional Services, LLC

location

BROOKFIELD, WI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Khaleel Ali is a financial professional with over 10 years of experience in the industry. Khaleel is currently registered with Tiaa-Cref Individual & Institutional Services, LLC and has previously been associated with several other firms including Wells Fargo Funds Distributor, LLC, Charles Schwab & Co., Inc., Lincoln Financial Distributors, Inc., NatCity Investments, Inc., and Chase Investment Services Corp. Khaleel Ali holds several licenses, including Series 6, 7, 26, and 63.

SPECIALIZATIONS

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

Alphastar Capital Management

location

Eau Claire, WI

0 Disclosures

ADVISOR BIO

Kia Xiong-yang is an investment advisor representative at Alphastar Capital Management. Kia is registered with the state of Wisconsin and has been in the industry since July 2013. Kia specializes in providing financial planning, pension consulting and portfolio management services for individuals, businesses, and pension and profit-sharing plans. Kia is committed to providing personalized advice and helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISORY SERVICES

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