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Advisors in Wisconsin
7,945 Results
Unclaimed

Shakespeare Wealth Management, LLC

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

Laine J. Kuether is a financial advisor with Shakespeare Wealth Management, LLC, who has been working in the industry since October 2018. Laine holds a Series 65 license and is registered in Wisconsin. Laine has experience in providing financial planning, portfolio management, and educational seminars. Shakespeare Wealth Management, LLC is a firm located in Pewaukee, Wisconsin and has a branch office in Milwaukee, Wisconsin. The firm provides financial advice to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. The firm's services include financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Publication of Financial Periodicals
Unclaimed

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

DEPERE, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Landon Wiese is a financial professional with over 15 years of experience in the financial services industry. Landon is a Certified Financial Planner™ professional. He holds a Series 7, Series 63 and Series 66 licenses. Landon is currently registered with Cetera Investment Advisers LLC and has previously been registered with First Allied Securities, Inc. and Thrivent Investment Management Inc. Landon is a wealth advisor and helps his clients 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
Unclaimed

Thrivent Investment Management Inc.

location

OCONOMOWOC, WI

experience

34 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Lane Albrecht is a financial advisor who has been in the industry since 1991. Lane is currently registered with Thrivent Investment Management Inc. Lane is also registered with the state of Wisconsin as an Investment Advisor Representative. Lane holds the Series 6, 7, 24, 63 and 66 licenses. Lane is a member of FINRA and has an active registration with the SEC. Lane has over 30 years of experience in the financial services industry and is dedicated to providing clients with personalized financial advice. Lane specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Denali Wealth Management, Inc.

location

MEQUON, WI

0 Disclosures

ADVISOR BIO

Lane Dillon Valimont is an investment advisor representative at Denali Wealth Management, Inc. Lane has been in the industry since January 2023 and holds the Series 65 license. Lane's practice specializes in providing financial planning and portfolio management services to individuals, corporations, and charitable organizations. Lane is also licensed to provide pension consulting services. The advisor's office is located in Mequon, WI.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed
location

MILWAUKEE, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Lara Steinbach is a financial advisor at Edward Jones, a firm with over 20,000 financial advisors across the United States. Lara has been in the financial industry since 2012 and is licensed to provide financial advice in Texas and Wisconsin. She also holds the Series 7TO, SIE and Series 66 licenses. Lara specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.

SPECIALIZATIONS

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

LPL Financial LLC

location

MADISON, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Larissa Marie Steffes is a financial advisor registered with LPL Financial LLC. She has been in the financial industry since December 4, 2019. Larissa holds the Series 7, Series 66, and SIE securities licenses and is registered with the state of Wisconsin. Prior to joining LPL Financial, Larissa worked at BMO Harris Financial Advisors, Inc.

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

Harbor Wealth Management, LLC

location

GREEN BAY, WI

0 Disclosures

ADVISOR BIO

Larry Rose is a financial advisor with Harbor Wealth Management, LLC in GREEN BAY, WI. Larry has been in the industry since 2001. Larry is licensed in Wisconsin. Larry's experience spans over two decades, and Larry's background includes experience with firms such as Comprehensive Asset Management and Servicing, Inc., AXA Advisors, LLC, and Cambridge Investment Research, Inc. Harbor Wealth Management, LLC provides a variety of services, including financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
INCOME TAX PLANNING AND PREPARATION
Unclaimed

401k Investment Professionals

location

Madison, WI

0 Disclosures

ADVISOR BIO

Larry Jansen is a financial advisor and registered representative with 401k Investment Professionals, a firm based in Waunakee, WI. Larry has over 15 years of experience in the financial services industry, having worked previously with Packerland Brokerage Services, Inc., and AXA Advisors, LLC. Larry is also a registered insurance agent with Insurance & Investments, LLC., in Madison, WI. His areas of specialization include retirement planning, investment management, and insurance products. Larry is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

MWA Financial Services Inc.

location

BARABOO, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Larry Lee Marlette is a financial advisor at MWA Financial Services Inc. Larry has over 23 years of experience in the financial industry. Larry specializes in providing financial planning, portfolio management for businesses and individuals, and selection of other advisors. Larry is registered with the state of Wisconsin and Minnesota.

SPECIALIZATIONS

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

Harbour Investments, Inc.

location

BARABOO, WI

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Larry Dean Smith is a registered representative with Harbour Investments, Inc. with over 30 years of experience in the financial services industry. Larry has been with Harbour Investments, Inc. since 1990. Before joining Harbour Investments, Inc., Larry worked for HYDRA SECURITIES CORPORATION and SOUTHMARK FINANCIAL SERVICES, INC.. Larry is licensed in Colorado, Illinois, Iowa, Minnesota, Montana, Tennessee and Wisconsin. Larry holds Series 7, 24, and 63 licenses and the SIE exam. Larry specializes in portfolio management for individuals and selection of other advisors. Harbour Investments, Inc. is a registered investment advisor with approximately $1 billion - $10 billion in assets under management. They have a team of 225 licensed agents, 206 investment adviser reps, and 228 registered representatives. Harbour Investments, Inc. provides financial planning, portfolio management for individuals, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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