Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Park Avenue Securities LLC | CFP ® (Certifications)

location

PEWAUKEE, WI

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Mark Andrew Smith is a financial advisor with Park Avenue Securities LLC. Mark has been in the industry since 1994. Mark is registered as a broker and investment advisor representative in multiple states. Mark has a wide range of experience and can assist individuals, families, and businesses with their financial planning needs.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

32 Years Experience

0 Disclosures

ADVISOR BIO

Mark Kindler has been in the financial services industry since June 1993. Mark is registered with Robert W. Baird & Co. Inc. as an investment advisor representative. Mark has a Series 63, Series 65, and Series 7 securities licenses as well as the SIE exam. Mark has been active in the financial services industry since 1993, providing financial advice to individuals, families, businesses, and institutions. Mark has extensive experience in investment management, retirement planning, and estate planning. Prior to joining Robert W. Baird & Co. Inc., Mark was an investment advisor representative for Northwestern Mutual Investment Services, 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

Ameriprise Financial Services, LLC

location

APPLETON, WI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Mark Christopher Lowery is a financial advisor who has been in the industry since 2011. Mark is registered with Ameriprise Financial Services, LLC and is licensed to provide investment advice in Wisconsin and Texas. Mark is a highly experienced and knowledgeable financial advisor who is dedicated to helping 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

Milborn Advisors, Ltd.

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

Mark John Melby Hoffman is a financial advisor with Milborn Advisors, Ltd., a firm registered with the state of Wisconsin, Illinois, and Minnesota. Mark has over 10 years of experience in the financial services industry. Mark offers a range of financial planning and investment management services to individuals and businesses. Mark is a registered investment advisor representative and holds the Series 7 and Series 66 licenses. Mark also holds the Securities Industry Essentials Examination (SIE). Mark John Melby Hoffman is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Clients should be aware that these services pay a commission or other compensation and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Milborn Advisors, ltd always acts in the best interest of the client; including the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services of any representative of Milborn Advisors, ltd in connection with such individual's activities outside of Milborn Advisors, ltd.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Osaic Wealth, Inc.

location

MEQUON, WI

experience

39 Years Experience

disclosure

3 Disclosures

ADVISOR BIO

Mark Christopher Liebelt is a financial professional with over 30 years of experience in the industry. Mark is currently registered with Osaic Wealth, Inc. and has been associated with the firm since November 2018. Prior to his current role, Mark was registered with Signator Investors, Inc. from August 2011 to November 2018 and with NYLIFE Securities LLC from September 1983 to September 2009.

SPECIALIZATIONS

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

LPL Financial LLC

location

BROOKFIELD, WI

experience

36 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark Stephen Thiel is a financial advisor with over 30 years of experience in the industry. Mark is currently registered with LPL Financial LLC. Mark has a long history in the industry, having previously worked with BMO Harris Financial Advisors, Inc., M&I FINANCIAL ADVISORS, INC, U.S. BANCORP INVESTMENTS, INC., and others. Mark holds Series 7, 63, 66, and SIE licenses. Mark offers financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.

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

LPL Financial LLC

location

KENOSHA, WI

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Mark William Oechler is a financial advisor with over 30 years of experience in the financial services industry. Mark is currently registered with LPL Financial LLC, a leading independent broker-dealer, and has been with the firm since February 2018. Prior to joining LPL Financial LLC, Mark was with Johnson Bank and Invest Financial Corporation. Mark specializes in providing investment advice and financial planning services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Mark holds a Series 7, Series 6, Series 63, and Series 65 licenses. Mark is committed to providing his clients with personalized financial advice and guidance to help them 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Ameriprise Financial Services, LLC

location

Madison, WI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mark Richard Rufenacht is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry since 1994. Mark is registered with the state of Wisconsin. Mark has experience in providing financial planning and asset allocation services. Ameriprise Financial Services, LLC provides financial advice to individuals, corporations, trusts, pension and profit-sharing plans, charitable organizations, and insurance companies.

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

Principal Securities, Inc.

location

MILWAUKEE, WI

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Mark Hanna is a financial advisor with Principal Securities, Inc., and has been in the financial industry for over 30 years. Mark holds the Series 7, Series 63, Series 65 and SIE licenses. Mark is registered in Florida, Maryland, New Jersey, New York, North Carolina, Virginia, and Wisconsin. Mark has worked at several firms in his career, including LPL FINANCIAL CORPORATION, PRINCOR FINANCIAL SERVICES CORPORATION, B. C. ZIEGLER AND COMPANY, GS2 SECURITIES, INC., and PIERSON SAL. OPPENHEIM INC.

SPECIALIZATIONS

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

Raymond James Financial Services Advisors, Inc.

location

MADISON, WI

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Mark Goff is a financial advisor with over 37 years of experience in the industry. Mark is currently registered as a broker-dealer with Raymond James Financial Services Advisors, Inc. Mark is also registered as an investment advisor representative in Wisconsin and Texas. In addition to his securities licenses, Mark holds a Series 24, a Series 7 and a Series 65 license. Mark offers financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and selection of other advisors.

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

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