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Advisors in Wisconsin
7,945 Results
Unclaimed

Pruco Securities, LLC

location

WAUWATOSA, WI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gabrielson is an investment advisor representative at Pruco Securities, LLC. Michael has been in the financial services industry since 2012. Michael holds a Series 6, Series 7, Series 63 and Series 66 securities license, and is registered to provide securities and investment advisory services in Florida, Illinois, and Iowa. Michael previously worked at Cambridge Investment Research, Inc. and Broker Dealer Financial Services Corp.

SPECIALIZATIONS

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

Osaic Wealth, Inc. | CFC ® (Certifications)

location

MADISON, WI

experience

44 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Charles Stickney is a financial advisor with over 40 years of experience in the industry. Michael is registered with Osaic Wealth, Inc. in Madison, Wisconsin and is licensed to conduct business in the state of Wisconsin. Michael is committed to providing personalized financial advice to help clients reach their financial goals. Michael has a deep understanding of the financial markets and a proven track record of success.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

New London, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael St marie is an investment advisor representative with Ameriprise Financial Services, LLC. Michael has been in the industry since June 2008 and is licensed to provide investment advice in Wisconsin. Michael also has a Series 7 and SIE license. Michael's firm is headquartered in Minneapolis, Minnesota and manages approximately $1 billion - $10 billion in assets. Ameriprise provides financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and publication of periodicals.

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

Thrivent Investment Management Inc.

location

STOUGHTON, WI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Jon Niedfeldt is a financial advisor with Thrivent Investment Management Inc. in STOUGHTON, WI. Michael Niedfeldt has been in the financial services industry since 1987 and has held several industry licenses, including Series 6, 7, 63 and 66. Michael Niedfeldt specializes in financial planning and portfolio management for individuals. In addition to his role at Thrivent Investment Management Inc., Michael Niedfeldt is also a partner/co-owner of Niedfeldt Enterprises LLC.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Northland Securities, Inc.

location

MILWAUKEE, WI

experience

30 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Michael Victor Zidanic has been in the financial industry for over 29 years. Michael is a registered representative of Northland Securities, Inc. Michael is also a registered investment advisor. Prior to joining Northland Securities, Inc., Michael worked for Ameriprise Financial Services, LLC. Michael holds the Series 7, Series 63, and Series 65 licenses. Michael is a registered investment advisor in Wisconsin.

SPECIALIZATIONS

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

Commonwealth Financial Network | CFP ®,CFC ® (Certifications)

location

MADISON, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kock is a financial advisor with Commonwealth Financial Network. Michael has been in the financial services industry since 1999. Michael is registered with the state of Wisconsin and holds the following licenses: Series 6, Series 7, Series 63, Series 65, and SIE. Michael is also a Certified Financial Planner and a Chartered Financial Consultant.

SPECIALIZATIONS

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

Thrivent Investment Management Inc.

location

Beaver Dam, WI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kapets is an investment advisor representative with Thrivent Investment Management Inc. Michael has been in the securities industry for over 10 years. Michael is registered with the state of Wisconsin and Texas as a Broker/Dealer and Investment Advisor. Michael earned his Series 7, 63, and 65 licenses. Michael also holds the SIE license. Michael has been with Thrivent Financial since 2010.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

CLF Asset Management, Inc.

location

MADISON, WI

0 Disclosures

ADVISOR BIO

Michael Zugan is a registered Investment Advisor Representative associated with CLF Asset Management, Inc. Michael has been in the financial industry for over a decade and holds a Series 65 license. Michael is licensed to provide advisory services in Illinois and Wisconsin. Michael's professional background includes roles at various firms, including Wealth Enhancement Group, Third Coast Advisors, and Alpha Financial Management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
ADVISORY SERVICES
Unclaimed

Stifel, Nicolaus & Company, Inc. | CFP ® (Certifications)

location

EAU CLAIRE, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Michael Toutant is a financial advisor with Stifel, Nicolaus & Company, Inc. Michael has been in the financial industry since September 25, 2003. Michael has a strong background in the industry with previous experience at UBS Financial Services Inc. and Piper Jaffray & Co.. Michael holds the Series 66, SIE and Series 7 licenses, as well as the Certified Financial Planner designation. Michael is registered to provide investment advice in a number of states, including Wisconsin, Texas, California, Florida, and others. Stifel, Nicolaus & Company, Inc. is a full-service investment firm that provides a variety of financial services to individuals, families, and businesses. The firm offers a wide range of investment products and services, including investment management, financial planning, retirement planning, and estate planning.

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

Avantax Advisory Services

location

MILWAUKEE, WI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Grabowski is a financial professional with over 30 years of experience in the financial services industry. Michael is registered with Avantax Advisory Services and holds Series 63, Series 7, and SIE licenses. Michael’s previous experience includes working with Geneva Securities, Inc., and Supena-Nyman Investment Corporation. Michael provides financial planning and investment advice to individuals and businesses. Michael also owns and manages rental property and provides accounting and tax preparation services through Insight Accounting & Financial Consulting, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS

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