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Advisors in Wisconsin
7,945 Results
Unclaimed
location

WINDSOR, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Michael Esser is a financial advisor with Edward Jones, a firm with approximately $10 billion - $50 billion in regulatory assets under management. Michael Esser has been in the industry since March 2008, and has a Series 7, Series 66, and SIE exam license. The firm offers a wide range of services, including portfolio management, financial planning, pension consulting, and the selection of other advisors.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Herald is a financial professional with over 6 years of experience in the industry. Michael currently works at Robert W. Baird & Co. Inc. Michael has Series 7 and SIE licenses. Michael is a registered representative with FINRA and the state of Wisconsin. Michael's office is located at 777 E. WISCONSIN AVENUE in MILWAUKEE, WI.

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

OCONOMOWOC, WI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Michael Higbee is a financial advisor registered with Edward Jones. Michael has been in the industry since January 4, 2018 and currently holds registrations in Wisconsin and Texas. Michael holds a Series 66 license, as well as the SIE and Series 7 exams. Michael specializes in providing financial planning, pension consulting, and selection of other advisors services to individuals and businesses.

SPECIALIZATIONS

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

Valmark Advisers, Inc.

location

MADISON, WI

experience

55 Years Experience

0 Disclosures

ADVISOR BIO

Michael Nicholson is a financial advisor with Valmark Advisers, Inc. based in Madison, Wisconsin. Michael has been in the financial services industry since 1969 and has extensive experience in a variety of financial planning and advisory services. Michael is registered with the following state securities authorities: California, Minnesota and Wisconsin. Michael is also a Registered Representative with FINRA. Michael is dedicated to providing personalized financial advice and guidance to help individuals and families achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
CONSULTING
Unclaimed

LPL Financial LLC | CFP ® (Certifications)

location

KIMBERLY, WI

experience

25 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Verstegen is a financial advisor registered with LPL Financial LLC in Kimberly, WI. Michael has been in the financial services industry since May 15, 2000. Michael provides financial planning and investment management services to individuals, corporations, and pension and profit-sharing plans. Michael has a strong background in investments and is committed to helping 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
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
Unclaimed
location

Whitewater, WI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael Eric Harenza is a financial advisor with Edward Jones. Michael has been in the industry since 1993 and is registered in 35 states. Michael focuses on financial planning, pension consulting and the selection of other advisors. Michael's office is located in Whitewater, WI.

SPECIALIZATIONS

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

SHOREWOOD, WI

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Michael Yarrow O'Brien is a financial advisor associated with Edward Jones in SHOREWOOD, WI. Michael Yarrow O'Brien has been in the industry since August 17, 2001, and is registered with FINRA and the state of Texas, as well as with the state of Wisconsin. They have also obtained the Series 7 and Series 63 licenses and the SIE Exam. Edward Jones is a publicly traded, employee-owned firm. They have over 22,000 financial advisors providing financial planning, portfolio management, and retirement planning services to individuals and families.

SPECIALIZATIONS

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

Milestone Investment Advisors, LLC

location

MIDDLETON, WI

0 Disclosures

ADVISOR BIO

Michael Edmund Arbet is a Registered Investment Advisor Representative. Michael is currently registered with Milestone Investment Advisors, LLC, which is based in Middleton, WI and has been registered with them since August 18, 2015. Prior to joining Milestone Investment Advisors, LLC, Michael worked at BMO Harris Private Bank in Madison, WI. Michael holds a Series 65 license, Series 66 license, and a Series 63 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed

RBC Capital Markets, LLC

location

MEQUON, WI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael Lynch is a financial advisor with over 35 years of experience in the financial services industry. Michael is registered with RBC Capital Markets, LLC and has been with the firm since March 2008. Michael's previous experience includes roles at Robert W. Baird & Co. Incorporated, Northwestern Mutual Investment Services, LLC, FSC Securities Corporation, American Express Financial Advisors Inc. and Windsor Equity Corporation. Michael is a Series 7, Series 63 and Series 66 licensed professional. Michael focuses on providing 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
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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