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Advisors in Wisconsin
7,945 Results
Unclaimed

Ameriprise Financial Services, LLC

location

LA CROSSE, WI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Moriah Amaris Cody is a financial advisor with Ameriprise Financial Services, LLC. Moriah has been in the financial services industry for over 18 years. Moriah has a Series 7 and Series 66 license, and also holds a SIE license. Moriah has been registered with FINRA since 2005 and is currently registered as a broker-dealer with Ameriprise Financial Services, LLC. Moriah is also registered as an investment advisor representative with Ameriprise Financial Services, LLC.

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

Atlantis Wealth Advisors LLC | CFP ® (Certifications)

location

Hobart, WI

0 Disclosures

ADVISOR BIO

Muhammed-kabeer Gbaja-biamila is a financial advisor currently registered with Atlantis Wealth Advisors LLC. Muhammed-kabeer Gbaja-biamila has been working in the financial services industry since 2013. Muhammed-kabeer Gbaja-biamila is a Certified Financial Planner. Muhammed-kabeer Gbaja-biamila has worked for VESTURA, LLC, Compass (Finances God's Way) and Camelot Advisors LLC. Muhammed-kabeer Gbaja-biamila is registered to provide investment advice in Texas and Wisconsin.

SPECIALIZATIONS

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

Wells Fargo Clearing Services, LLC

location

MILWAUKEE, WI

experience

31 Years Experience

0 Disclosures

ADVISOR BIO

Mylan Olson is a registered representative with Wells Fargo Clearing Services, LLC with over 30 years of experience in the financial services industry. Mylan is licensed to offer securities and investment advisory services in 34 states. Mylan holds Series 63, 65, 7 and SIE securities licenses and is a Registered Investment Advisor. Mylan's previous employment includes positions at Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., and Everen Securities, Inc. Mylan is also involved in rental property ownership and management.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS
Unclaimed

Thrivent Investment Management Inc.

location

APPLETON, WI

experience

5 Years Experience

disclosure

5 Disclosures

ADVISOR BIO

Myriah Lawson is a registered representative of Thrivent Investment Management Inc. based in Appleton, WI. Myriah has been in the financial services industry since October 31, 2019 and is licensed in Wisconsin. Myriah specializes in providing financial planning and portfolio management services to individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Fidelity Personal AND Workplace Advisors

location

MIDDLETON, WI

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Nabeel Qureshi is a financial advisor with Fidelity Personal And Workplace Advisors. Nabeel is registered with the state of Wisconsin and Texas. Nabeel holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Nabeel specializes in providing financial planning, educational seminars, and portfolio management for individuals and businesses. Nabeel has been a financial advisor since 2017. Nabeel is committed to providing clients with personalized advice and helping them achieve their financial goals.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

APPLETON, WI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Nadine Tarabishi is a financial advisor with Edward Jones, a firm headquartered in St. Louis, Missouri. Nadine has been in the industry since 2002 and is registered with the state of Wisconsin. Nadine has a strong background in financial planning and portfolio management, and she is committed to helping her clients achieve their financial goals. Nadine Tarabishi has earned the Certified Financial Planner designation.

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

Waukesha, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Nadya E. Tenges is a Registered Representative and Investment Advisor Representative with Robert W. Baird & Co. Inc. in Waukesha, Wisconsin. Nadya is a highly experienced professional with a strong background in the financial services industry. Nadya has a deep understanding of the investment markets and provides a wide range of financial services to individuals and businesses. Nadya's expertise includes investment management, financial planning, and retirement planning. Nadya is committed to helping clients achieve their financial goals and has 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
Portfolio Management for Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Green Bay, WI

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Loberger is a financial advisor who has been in the industry since 2003. Nancy is currently registered with Morgan Stanley and has previously worked at CITIGROUP GLOBAL MARKETS INC. Nancy holds the Series 7, 9, 10, 63 and SIE licenses and is registered in 32 states. Nancy has a special focus on asset allocation, financial planning and pension consulting. Nancy also provides educational seminars.

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
ASSET ALLOCATION ADVICE
Unclaimed

Robert W. Baird & Co. Inc.

location

Sheboygan, WI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Miller is a registered investment advisor representative with Robert W. Baird & Co. Inc. Nancy has been in the industry since September 6, 2011. Nancy has passed the Series 66, SIE and Series 7 exams. Nancy is registered in 28 states for securities and 3 states for investment advisory. Nancy also holds a license in Florida, Texas, and Wisconsin. Nancy has been employed by Robert W. Baird & Co. Inc. since July 2011.

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

RBC Capital Markets, LLC

location

STURGEON BAY, WI

experience

36 Years Experience

0 Disclosures

ADVISOR BIO

Nancy Ann Lake is a financial advisor at RBC Capital Markets, LLC. Nancy has been in the securities industry since February 6, 1989, and has extensive experience working with a variety of clients, including individuals, corporations, pension and profit sharing plans, and charitable organizations. Nancy's expertise includes financial planning, portfolio management, and pension consulting. Nancy has held Series 7, Series 63, and SIE licenses. She is also registered in 24 states. Prior to joining RBC Capital Markets, LLC, Nancy was employed by DAIN RAUSCHER INCORPORATED and EVEREN SECURITIES, INC.

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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