Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed
location

PRAIRIE DU CHIEN, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kristin N. Hill is a financial advisor with Edward Jones, a firm with over $824 billion in assets under management. Kristin has been in the financial services industry for over 30 years and is registered to provide investment advice in 18 states. Kristin's areas of specialization include portfolio management for individuals and businesses, financial planning, and pension consulting. Kristin is committed to providing her clients with personalized financial guidance and helping them reach their financial goals.

SPECIALIZATIONS

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

Northland Securities, Inc.

location

MILWAUKEE, WI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Lynn Symmonds is a Registered Representative with Northland Securities, Inc. Kristin has been in the industry since August 16, 2017 and holds the Series 63, SIE, and Series 7 licenses. Kristin is registered in Wisconsin. The firm has offices in Milwaukee, WI.

SPECIALIZATIONS

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

MWA Financial Services Inc.

location

De Pere, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Kristin O'Connell is a financial advisor based in De Pere, WI. Kristin is registered with MWA Financial Services Inc. and has been in the financial industry for over 20 years. Kristin has a wide range of experience in financial planning and portfolio management. Kristin specializes in providing financial advice to individuals, businesses, and charitable organizations.

SPECIALIZATIONS

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

Holmen, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Beseler is a financial advisor at Edward Jones. Kristin has been in the financial industry since September 24, 2020. Kristin has a Series 7, Series 66 and SIE license. Kristin's office is located in Holmen, Wisconsin.

SPECIALIZATIONS

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

Eagle Strategies LLC

location

BLACK RIVER FALLS, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Marie Stutz is a financial advisor with Eagle Strategies LLC. Kristin has been in the financial services industry for over six years. Kristin is registered as a broker-dealer in multiple states and holds the Series 7TO, SIE, Series 6, Series 63, and Series 66 licenses. Kristin's areas of specialization include: 1) Investment Advisory Services, 2) Portfolio Management for Individuals, 3) Financial Planning, 4) Pension Consulting, 5) Portfolio Management for Businesses, 6) Educational Seminars, 7) Selection of Other Advisors, 8) Publication of Periodicals, 9) Market Timing Services. In addition to her work at Eagle Strategies LLC, Kristin is also an independent contractor for Deeper Roots Coaching, LLC. Kristin is also an owner of ILLUME FINANCIAL STRATEGIES LLC which sells New York Life products and services.

SPECIALIZATIONS

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

KAUKAUNA, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Zahringer is a financial advisor at Edward Jones. Kristin has been in the financial services industry for over 9 years. Kristin holds Series 7, 66 and SIE securities licenses. Kristin is registered to offer investment advice in Colorado, Florida, Georgia, Indiana, Michigan, Minnesota, New York, North Dakota, Texas, Vermont, and Wisconsin.

SPECIALIZATIONS

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

LPL Financial LLC

location

MIDDLETON, WI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Cihla is a financial advisor with LPL Financial LLC. Kristin holds a Series 63, Series 6TO, and SIE license. Kristin is registered with FINRA and the state of Wisconsin. Kristin has been in the industry since 2021 and offers a variety of financial services, including financial planning, portfolio management, and consulting.

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

RBC Capital Markets, LLC

location

MADISON, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Braska is an Investment Advisor Representative with RBC Capital Markets, LLC. Kristin has been in the industry since February 8, 2001. Kristin is licensed in multiple states and has held licenses with several other firms including Charles Schwab & Co., Inc. and LPL Financial LLC. Kristin is an experienced advisor with a strong focus on providing financial planning and portfolio management services for individuals, businesses and families.

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
location

BLACK RIVER FALLS, WI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Franks is a financial advisor with Edward Jones. Kristin has been in the financial industry for over 10 years and is registered in 9 states, including Wisconsin, California, and Florida. She specializes in financial planning, portfolio management for businesses and individuals, and pension consulting. Kristin has a strong commitment to her community and serves on the board of the Black River Country Chamber of Commerce.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

20 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Kristin Johnson is a financial professional with over 14 years of experience in the financial services industry. Kristin is a registered representative with Thrivent Investment Management Inc. and is licensed to sell securities in Wisconsin. Kristin specializes in providing financial planning and portfolio management services to individuals and families. Kristin is dedicated to helping her clients achieve their financial goals. Prior to joining Thrivent Investment Management Inc., Kristin was affiliated with Thrivent Distributors, LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals

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