Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BROOKFIELD, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Johnson is a financial advisor with Stifel, Nicolaus & Company, Inc., licensed to provide financial advice in Wisconsin and Texas. Angela has been in the industry since 2008. She is a Series 7 and Series 63 holder, as well as a Series 65 qualified Investment Advisor Representative. In addition to providing financial advice, Angela also provides financial planning, educational seminars, and portfolio management for both businesses and individuals. Prior to joining Stifel, Nicolaus & Company, Inc., Angela was employed by B.C. Ziegler and Company 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 Pooled Investment Vehicles
Unclaimed

Portfolio Design Services, LLC

location

RIVER FALLS, WI

0 Disclosures

ADVISOR BIO

Angela Tille is an Investment Advisor Representative at Portfolio Design Services, LLC in River Falls, WI. Angela is a Series 65 licensed individual and has been working in the financial services industry since 2019. Portfolio Design Services, LLC is a firm that specializes in financial planning, pension consulting, and portfolio management services. The firm manages assets for individuals, high-net-worth individuals, and corporations.

SPECIALIZATIONS

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

LPL Financial LLC

location

MADISON, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Sergent is a financial advisor registered with LPL Financial LLC. Angela has been in the financial services industry since 2002 and is licensed to provide investment advice in Wisconsin and Texas. Angela has experience working with clients in a variety of financial planning needs, including retirement planning, college savings, and estate planning. Angela's previous experience with CUNA Brokerage Services, Inc., Associated Investment Services, Inc. and U.S. Bancorp Investments, Inc. provides a diverse and well-rounded perspective to her advisory practice.

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

OCONOMOWOC, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Angela Krause-lane is a financial advisor with Robert W. Baird & Co. Inc. with over 20 years of experience in the financial industry. Angela holds the Series 7, Series 63, and Series 66 licenses. Angela is registered to provide investment advice in 44 states. Angela is a board member of the National Christian Foundation Wisconsin.

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

Jacobson & Schmitt Advisors, LLC

location

MIDDLETON, WI

0 Disclosures

ADVISOR BIO

Angela Behm is an Investment Advisor Representative at Jacobson & Schmitt Advisors, LLC, a registered investment advisor firm in Middleton, WI. Angela has been with the firm since October 2008. Angela has been active in the Investment Advisory industry since 2011. Angela is a Series 65 qualified investment advisor.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

MARSHFIELD, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Angela Denk is a financial advisor with over 10 years of experience in the financial services industry. Angela is currently registered with Osaic Wealth, Inc. and is licensed to offer financial advice in several states. Angela has a strong background in helping individuals and families achieve their financial goals. She is committed to providing personalized financial advice to her clients and building long-term relationships.

SPECIALIZATIONS

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

Osaic Wealth, Inc.

location

Kimberly, WI

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Angela Christine Abbott is a financial advisor with Osaic Wealth, Inc. Angela has been in the financial industry since 2007. Angela has a Series 6, 7, 63 and 66 license. Angela is registered in Texas and Wisconsin and is currently working out of the Kimberly, Wisconsin branch office. Angela is a financial advisor with Securities America Advisors and Securities America, Inc. Angela also holds a position as an agent with Highland Capital.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

CAMERON, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Angela McCullough is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Cameron, WI. Angela has been in the industry since 2012, and holds Series 66, SIE, and Series 7 licenses. Angela specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Angela is also registered in Arizona, Florida, Minnesota, Missouri, New York, Texas, and Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

LPL Financial LLC

location

STEVENS POINT, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Angela Karlen is a financial advisor at LPL Financial LLC, registered in Wisconsin. Angela is a licensed Series 63, 6TO and SIE exam holder with over 2 years of experience in the industry.

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
location

Green Bay, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Angela Reseburg is a financial advisor with Morgan Stanley. Angela has been in the financial services industry since 2002 and is licensed in multiple states. Angela has experience with a wide range of clients, including individuals, families, businesses, and institutions. Angela specializes in providing financial planning, investment management, and retirement planning services. Angela is committed to helping her clients achieve 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
Portfolio Management for Investment Companies
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