Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Packerland Brokerage Services, Inc.

location

MIDDLETON, WI

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Leroy McDonnell is a financial professional with over 30 years of experience in the industry. Leroy is currently registered with Packerland Brokerage Services, Inc. and has a strong background in providing financial advice to individuals, corporations, and charitable organizations. Leroy is committed to helping clients achieve their financial goals and objectives.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Lesley Augustine is an investment advisor representative with Robert W. Baird & Co. Inc. located in Milwaukee, Wisconsin. Lesley has been in the industry since August 7, 2009. Lesley is registered with the state of Wisconsin. Lesley has passed the Series 66, Series 7, Series 9, Series 10 and SIE exams. Prior to joining Robert W. Baird & Co. Inc., Lesley worked at Wells Fargo Advisors, LLC and Wells Fargo Funds Distributor, LLC.

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

Madison Investment Advisors, LLC

location

MADISON, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Oliversen is an investment advisor representative with Madison Investment Advisors, LLC. Leslie has been in the financial services industry for over 12 years. Leslie is registered with FINRA and the SEC and holds Series 6, 7, 63, 65, 24 and 99 licenses. Leslie has experience in providing financial planning and investment advice to individuals, businesses, and institutions. Leslie is a dedicated professional with a commitment to helping clients achieve their financial goals. Leslie is committed to providing clients with personalized investment advice and comprehensive financial planning.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SUBADVISORY PORTFOLIO MANAGEMENT IN WRAP SPONSOR PROGRAMS AND MODELS
Unclaimed

LPL Financial LLC

location

BARABOO, WI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Kenneth Gay is a financial advisor with over 17 years of experience in the financial services industry. Leslie is currently registered with LPL Financial LLC in Baraboo, Wisconsin. Prior to joining LPL Financial LLC, Leslie worked for RAYMOND JAMES FINANCIAL SERVICES, INC. in Baraboo, Wisconsin. Leslie's experience includes a variety of financial services, including investment advisory and financial planning. Leslie holds Series 7, 24, and 63 securities licenses.

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

Brookstone Wealth Advisors, LLC

location

NEENAH, WI

disclosure

1 Disclosures

ADVISOR BIO

Leslie Catherine Verkuilen is a financial advisor with Brookstone Wealth Advisors, LLC. Leslie works with individuals and businesses to develop personalized financial plans. The advisor is also experienced in providing investment advice and portfolio management. Leslie is a registered representative in Arizona, Texas, and Wisconsin. Leslie has been working in the financial services industry since 2013. Prior to joining Brookstone Wealth Advisors, Leslie was with NYLIFE SECURITIES LLC. The advisor holds the Series 6, Series 63, and Series 65 licenses. Leslie is also a registered representative with the Securities Industry Essentials Examination (SIE) license.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC | CFP ® (Certifications)

location

Middleton, WI

experience

33 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Leslie John Niemeyer is a financial advisor with Ameriprise Financial Services, LLC, working in the Middleton, WI area. Leslie has been in the industry since August 1991 and has experience in financial planning, portfolio management and pension consulting. Leslie has Series 7, 63, and SIE licenses and is a Certified Financial Planner. Leslie also has a past registration with IDS Life Insurance Company.

SPECIALIZATIONS

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

Private Client Services, LLC

location

Appleton, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Burton is a financial advisor with over 20 years of experience in the financial services industry. Leslie is currently registered with Private Client Services, LLC and has been with the firm since June 2021. Previously Leslie was affiliated with Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. Leslie's expertise includes financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Leslie L. Smith is a financial professional with over 30 years of experience in the financial services industry. Leslie has a strong background in investment management and financial planning, specializing in portfolio management for individuals and financial planning. Leslie is currently registered with Thrivent Investment Management Inc. in Appleton, Wisconsin. Before that, Leslie worked at Lutheran Brotherhood Securities Corp. in Minneapolis, Minnesota. Leslie holds Series 6, 7, 63, and 66 licenses. Leslie has a passion for helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Ann Voss is a financial advisor with Thrivent Investment Management Inc. Leslie is a registered representative in Wisconsin. Leslie has been working in the financial industry since March 24, 2010 and has passed the Series 6, Series 63 and SIE exams.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Leslie Ann Sanchez is a financial professional with experience in the industry since October 20, 2016. Leslie is currently registered with Robert W. Baird & Co. Inc. and has held the Series 99 and SIE licenses since October 21, 2016 and October 1, 2018 respectively. Leslie's professional focus includes several areas including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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

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