Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Breitrick is a financial professional with over 14 years of experience in the financial industry. Matthew currently works at Robert W. Baird & Co. Inc. where he has been since 2009. Prior to that, Matthew worked at Quasar Distributors, 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
location

APPLETON, WI

0 Disclosures

ADVISOR BIO

Matthew Weyers is an Investment Advisor Representative with Winch Financial. Matthew has been in the industry since August 2012 and has a Series 65 license. Matthew is also a licensed insurance agent. Winch Financial specializes in financial planning and portfolio management for both individuals and businesses. The firm has a strong reputation in the community and has been serving clients for many years.

SPECIALIZATIONS

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

Fidelity Personal AND Workplace Advisors

location

BROOKFIELD, WI

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Carbol is a financial advisor currently registered with Fidelity Personal and Workplace Advisors. Matthew has over 7 years of experience in the financial services industry and is licensed to provide investment advice in Wisconsin and Texas. Matthew also holds licenses to provide investment advice in several other states. Prior to joining Fidelity Personal and Workplace Advisors, Matthew worked at Avantax Investment Services, Inc. and Fidelity Brokerage Services LLC. Matthew holds Series 7, 9, 10, 63, and 66 licenses as well as the Securities Industry Essentials Examination (SIE). Matthew specializes in providing financial advice to individuals, corporations and businesses, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

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

Harbour Investments, Inc.

location

MADISON, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Max Smith is a registered investment advisor representative with Harbour Investments, Inc. Matthew has been in the industry since 2005 and is registered in 23 states. He is licensed with both FINRA and the Securities and Exchange Commission. His licenses include Series 6, 7TO, 63 and 65. Matthew's areas of specialization include retirement planning, education planning and long-term care planning. He is committed to providing his clients with personalized financial advice and helping them reach their financial goals.

SPECIALIZATIONS

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

Empower Advisory Group, LLC

location

Dousman, WI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Paul Rielley is a financial advisor with Empower Advisory Group, LLC, a firm that specializes in providing financial planning and portfolio management services to individuals, high-net-worth individuals, families, pension and profit-sharing plans, corporations and other businesses, state or municipal government entities, and charitable organizations. Matthew is a registered investment advisor representative in Wisconsin. Matthew has been in the securities industry since 1999 and has a strong track record of success in helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Portfolio Management for Individuals
Unclaimed

BKM Wealth Management | CFP ® (Certifications)

location

BROOKFIELD, WI

0 Disclosures

ADVISOR BIO

Matthew Michael Kons is a financial advisor currently registered with BKM Wealth Management in Brookfield, WI. Matthew has been in the industry since 2001 and is licensed in Wisconsin. Matthew's previous employers include Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. He is a Certified Financial Planner. Matthew is also a co-trustee for the BKM Wealth Management LLC 401K. Matthew's specialties include financial planning, portfolio management for businesses and individuals, and selection of other advisors.

SPECIALIZATIONS

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

Packerland Brokerage Services, Inc.

location

GREEN BAY, WI

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Mayer is a registered representative with Packerland Brokerage Services, Inc. He is a financial advisor based in Green Bay, Wisconsin. Matthew Mayer has been working in the financial industry since January 5, 2009. Matthew Mayer is a registered investment advisor representative in Wisconsin and Arizona and holds Series 7 and 66 licenses. Matthew Mayer provides financial planning, portfolio management, and pension consulting services.

SPECIALIZATIONS

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

Wealthspire Advisors

location

Appleton, WI

0 Disclosures

ADVISOR BIO

Matthew Krueger is an investment advisor representative at Wealthspire Advisors. He has been in the industry since 2023, and is licensed in Wisconsin. Matthew holds Series 65 and 66 licenses.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Matthew Deering is a financial advisor with Robert W. Baird & Co. Inc. in Milwaukee, WI. Matthew has been in the industry since 2010 and is registered with the state of Wisconsin. Matthew holds the Series 7, 24, 66, and 79 licenses, as well as the SIE exam certification.

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

Packerland Brokerage Services, Inc.

location

Little Suamico, WI

experience

11 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Matthew James Streckenbach is a financial advisor registered in Illinois and Wisconsin. Matthew is affiliated with Packerland Brokerage Services, Inc. and has been in the industry since January 20, 2014. Matthew offers financial planning services, educational seminars and selection of other advisors.

SPECIALIZATIONS

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

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