ADVISOR BIO

Lori Ann Miller is a financial advisor with Packerland Brokerage Services, Inc. with 11 years of experience in the financial services industry. Lori Ann Miller has a strong background in investments and insurance, and she is committed to providing her clients with personalized financial advice and guidance. Lori Ann Miller is registered with the state of Kansas as a Registered Investment Advisor and a Registered Representative. Lori Ann Miller is also registered in Alabama, California, Missouri, Nebraska, South Dakota and Virginia as a Registered Representative. Lori Ann Miller has a Series 6, 63 and 65 license and holds the SIE exam certification. Lori Ann Miller specializes in providing financial planning, pension consulting, educational seminars, selection of other advisers and portfolio management for individuals. Lori Ann Miller works with individuals, high net worth individuals, charitable organizations, corporations or other businesses and pension and profit sharing plans.

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ADVISOR BIO

Lori Jean Barry is a financial advisor with LPL Financial LLC in Baraboo, WI. Lori has been in the financial services industry since 2010 and holds a Series 7, Series 63, and Series 65 license. Lori also holds the Chartered Financial Consultant designation. Lori has previously worked with Ameriprise Financial Services, LLC and Thrivent Investment Management Inc. Lori's firm LPL Financial LLC is one of the nation's largest independent broker-dealers and financial advisors with over 17,000 financial advisors and $1 trillion in assets under management. LPL Financial offers a wide range of financial products and services, including investment management, retirement planning, insurance, and estate planning.

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ADVISOR BIO

Lori Lynn Mayer is a Registered Representative and Investment Advisor Representative with RBC Capital Markets, LLC. Lori has been in the securities industry since November 21, 2000, and is currently registered with the state of Wisconsin. Lori specializes in a variety of investment services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Lori is also a member of the Financial Industry Regulatory Authority (FINRA).

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ADVISOR BIO

Lori Puetz is a financial advisor at Edward Jones. Lori has been in the financial industry since 1996 and has experience with a variety of firms, including Wells Fargo Clearing Services, LLC and BMO Harris Financial Advisors, Inc. Lori holds the Series 7, Series 9, Series 10, and Series 63 licenses. Lori is a Registered Representative and Investment Advisor Representative and specializes in working with individuals, families, small businesses, and retirement planning.

SPECIALIZATIONS

ADVISOR BIO

Lori Lynn Stolper is a registered representative with Thrivent Investment Management Inc. Lori has been in the securities industry since July 2021 and is licensed to sell securities in Wisconsin. Lori has passed the Series 63, Series 6TO and SIE exams.

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ADVISOR BIO

Lori Baumann is a financial advisor registered with Robert W. Baird & Co. Inc. Lori Baumann has been working in the financial industry for over 18 years. Lori Baumann holds licenses for Series 66, Series 7 and SIE exams. Lori Baumann specializes in offering financial planning services, portfolio management for individuals and businesses, and portfolio management for investment companies and pooled investment vehicles.

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ADVISOR BIO

Lori Troyer is an active Registered Representative and Investment Adviser Representative. Lori has been in the financial industry since May 11, 1996. Lori is currently registered with Osaic Wealth, Inc. Lori is also a registered representative with FINRA and several state securities regulators. Lori has experience providing financial planning, portfolio management, and educational seminars.

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ADVISOR BIO

Lorri Anne Cisler is a financial advisor registered with Robert W. Baird & Co. Inc. Lorri has been in the industry since 2007 and has a strong track record of providing investment advice to individuals and families. Lorri is registered in several states, including Florida, Ohio, Texas, and Wisconsin.

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ADVISOR BIO

Lottie Giese is a financial advisor who has been in the industry since 1993. She is currently registered with Osaic Wealth, Inc. in Sturgeon Bay, WI. Prior to her current role, Lottie held positions with Woodbury Financial Services, Inc., Robert W. Baird & Co. Incorporated, Multi-Financial Securities Corporation, and Financial Network Investment Corporation. Lottie's areas of expertise include financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. She has been a Registered Representative since 1991 and has been licensed with the state of Wisconsin since 1991.

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ADVISOR BIO

Louann Schulfer is a financial advisor registered with LPL Financial LLC. Louann has been in the financial services industry since January 2005. Louann is licensed in California, Florida, Indiana, Minnesota, Ohio, Virginia, and Wisconsin.

SPECIALIZATIONS