Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Elliot Fowler is a financial advisor at Robert W. Baird & Co. Inc., a firm headquartered in Milwaukee, Wisconsin. Michael has been in the financial industry since 2023. Michael is licensed to provide advisory services in North Carolina, Texas, and Wisconsin. Michael has passed the Series 7TO, Series 66 and SIE exams. Michael specializes in a range of financial services, including financial planning, pension consulting, educational seminars, publication of periodicals, and portfolio management for individuals, businesses, and investment companies.

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

MENOMONIE, WI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Michael Charles Braatz is a financial advisor at Edward Jones. Michael has been in the financial services industry for over 18 years. Michael is registered to provide investment advice in 20 states. Michael has a Series 7 and Series 63 license. Michael has been a registered representative of Edward Jones since August 2004. Michael has a focus on helping 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
Unclaimed

Ameriprise Financial Services, LLC

location

Middleton, WI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Michael John Persinger is a financial advisor with over 28 years of experience in the financial services industry. Michael is currently registered with Ameriprise Financial Services, LLC and has been with them since 2020. Michael also previously worked for IDS LIFE INSURANCE COMPANY. Michael offers various financial services, such as asset allocation, financial planning, pension consulting, and portfolio management. Michael has a deep understanding of the financial markets and is dedicated to providing personalized financial advice to his clients.

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

J.p. Morgan Securities LLC

location

OSHKOSH, WI

experience

23 Years Experience

0 Disclosures

ADVISOR BIO

Michael F. Starshak is a registered representative with J.P. Morgan Securities LLC since October 2016. Michael has been in the industry since November 1994. Michael is licensed in 22 states and has both Series 63 and Series 65 licenses.

SPECIALIZATIONS

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

Packerland Brokerage Services, Inc.

location

HOWARD, WI

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

Michael Kresl is a Registered Representative and Investment Advisor Representative with Packerland Brokerage Services, Inc. Michael has over 30 years of experience in the financial services industry. Michael is dedicated to providing personalized financial advice and investment management services to help individuals and families achieve their financial goals. Michael has a strong understanding of the financial markets and a commitment to providing clients with the highest level of service. Michael is a Certified Public Accountant and has experience in tax return preparation, providing clients with a holistic view of their financial picture. Michael is committed to helping clients understand their options and make informed decisions about their financial future. Prior to joining Packerland Brokerage Services, Inc. Michael held positions with ANICO Financial Services, Inc., Securities Management & Research, Inc., Capital Securities Investment Corporation, CNA Investor Services, Inc., Locust Street Securities, Inc., Harbour Investments, Inc., Interlink Securities Corp., First Variable Capital Services, Inc., Secura Investments, Inc., and Pruco Securities Corporation.

SPECIALIZATIONS

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

OSHKOSH, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Michael J Frechette is a financial advisor affiliated with LPL Financial LLC. Michael has been working in the financial industry since 2012. Michael holds the Series 6, 7, 63, and 65 licenses. Michael also holds the SIE exam. Michael is registered with the state of Wisconsin as an Investment Advisor Representative and registered with the state of Texas as a Broker/Dealer Representative.

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

OSHKOSH, WI

0 Disclosures

ADVISOR BIO

Michael Nordmann is a financial advisor with Maner Wealth located in Lansing, MI. Michael has been in the financial industry for over 8 years, and holds the Series 7 and Series 66 licenses. Michael has experience working with individuals, families, and businesses. Michael is also a partner at Maner, Costerisan & Ellis, providing CPA and technology services. Michael specializes in financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

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

Gateway Wealth Partners, LLC

location

EAU CLAIRE, WI

experience

38 Years Experience

0 Disclosures

ADVISOR BIO

Michael James Hall is a financial advisor at Gateway Wealth Partners, LLC. Hall has been in the financial services industry for over 35 years. Hall holds the Series 7, Series 63 and Series 65 securities licenses. He is also a registered investment advisor representative in Wisconsin and Minnesota. Hall is committed to helping clients achieve their financial goals by providing personalized financial planning and investment management services. Hall offers a wide range of services to individuals, families, and businesses, including financial planning, retirement planning, college savings, and investment management. Hall is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Hall is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS

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

Thrivent Investment Management Inc. | CFP ® (Certifications)

location

Milwaukee, WI

experience

18 Years Experience

0 Disclosures

ADVISOR BIO

Michael Sheppard is a financial advisor with over 16 years of experience in the financial services industry. Michael Sheppard is a registered representative of Thrivent Investment Management Inc. and is also a Certified Financial Planner. Michael Sheppard has worked for a number of financial institutions, including Northwestern Mutual Investment Services, LLC, Principal Securities, Inc., and Securian Financial Services, Inc. Michael Sheppard provides financial planning and portfolio management services to individuals and businesses. Michael Sheppard is dedicated to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

WAUSAU, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Michael Gerschke is a registered representative with Robert W. Baird & Co. Inc. Michael's experience in the financial services industry began in 2014. Michael holds the Series 66, Series 7TO and SIE licenses and is registered in Wisconsin. Michael's firm has offices in Wausau, 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

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