Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Global View Capital Management LLC

location

WAUKESHA, WI

0 Disclosures

ADVISOR BIO

Antoinette Irene Miller is a registered Investment Advisor Representative with Global View Capital Management LLC. Antoinette has over 10 years of experience in the financial services industry, and holds the Series 7 and Series 66 licenses. Antoinette was previously registered with PURSHE KAPLAN STERLING INVESTMENTS and THE STRATEGIC FINANCIAL ALLIANCE, INC. Antoinette specializes in financial planning and provides advice to participants of 401(k), 403b, 457, and Simple retirement plans. Antoinette also provides sub-advisory services to other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals
SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS
Unclaimed

Ameriprise Financial Services, LLC | CFP ®,CFC ® (Certifications)

location

OSHKOSH, WI

experience

31 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anton Denk is a financial professional with over 28 years of experience in the industry. Anton is a Certified Financial Planner and Chartered Financial Consultant and has been registered with Ameriprise Financial Services, LLC since September 2023. Previously, Anton has also been registered with Lincoln Financial Securities Corporation, Lindsco/Private Ledger Corp. and Washington Square Securities, Inc. Anton has also held a Series 6, Series 7, and Series 63 licenses, along with the SIE and Series 65 examinations. Anton's background in financial planning and portfolio management makes Anton a valuable resource for individuals, families, and businesses. Anton is committed to providing personalized financial advice and helping clients reach 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
ASSET ALLOCATION SERVICES
Publication of Financial Periodicals
Unclaimed

LPL Financial LLC

location

BROOKFIELD, WI

experience

21 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Anton Hessner is an Investment Advisor Representative with LPL Financial LLC. Anton has been in the financial industry since 2003, having worked for a number of firms, including BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, and Landaas & Company. Anton is a licensed representative in 52 states and the District of Columbia, and holds a Series 6, 7, 63, and 65 license as well as the SIE exam. Anton's specializations include financial planning, portfolio management for individuals and businesses, and pension consulting.

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

J.p. Morgan Securities LLC

location

MILWAUKEE, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Anton Andriushchenko is a financial advisor at J.P. Morgan Securities LLC, a firm with over $50 billion in assets under management. Anton has been working in the financial industry since 2011. Anton is licensed to offer investment advice in Texas and Wisconsin. Anton also holds the Series 7TO, Series 66, and SIE licenses. Anton is an active investment advisor representative for J.P. Morgan Securities LLC and is registered with FINRA. Anton's previous employer was Merrill Lynch, Pierce, Fenner & Smith Incorporated, a firm that provides financial services including investment banking, brokerage, asset management, and wealth management.

SPECIALIZATIONS

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

Stifel, Nicolaus & Company, Inc.

location

WAUKESHA, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Antony Kasimir Close is a financial advisor who has been in the industry since 2004. Antony is currently registered with Stifel, Nicolaus & Company, Inc. and holds a Series 7, Series 63, Series 55, Series 57TO and SIE license. Antony was previously registered with B. C. Ziegler and Company and Clarion American Securities Inc.. Antony has experience working with individuals, high-net-worth individuals, corporations and businesses, investment companies, pooled investment vehicles, insurance companies, charitable organizations, banking and thrift institutions, pension and profit sharing plans, and state and municipal government entities. Antony provides financial planning, portfolio management, 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ameriprise Financial Services, LLC

location

APPLETON, WI

experience

13 Years Experience

0 Disclosures

ADVISOR BIO

Aoibheann Greene is a financial advisor associated with Ameriprise Financial Services, LLC. She has been in the industry since October 2011 and holds licenses in several states, including Wisconsin, Texas and California. Aoibheann specializes in providing financial planning, asset allocation, and portfolio management services to individuals, businesses, and institutions. She is also a Board of Directors member at Greene.

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

Wells Fargo Clearing Services, LLC

location

MILWAUKEE, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Apexaben Sanket Shah is a registered representative with Wells Fargo Clearing Services, LLC, a firm with approximately $10 billion - $50 billion in assets under management. Apexaben Sanket Shah is licensed in Texas and Wisconsin. Apexaben Sanket Shah has been in the securities industry for over 3 years and specializes in investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Apexaben Sanket Shah was previously employed by J.P. Morgan Securities LLC.

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

Robert W. Baird & Co. Inc.

location

North Shore, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

April Angeli Leffingwell is a financial advisor currently working with Robert W. Baird & Co. Inc.. April has been in the financial industry since 2006. April has been registered with the state of Wisconsin since 2015. In addition to Wisconsin, April is currently registered with the state of Florida and Texas. April's current branch office is located in Mequon, Wisconsin. Prior to joining Robert W. Baird & Co. Inc., April was employed by Ameriprise Financial Services, Inc.. April also previously worked with ROBERT W. BAIRD & CO. INCORPORATED.

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

NEW LONDON, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

April Rasmussen is a financial advisor with Edward Jones. April has been in the financial industry since 2014 and holds a Series 7, Series 66, and SIE license. April is currently registered in 29 states. In addition to working with Edward Jones, April has previously worked at Edward Jones in St. Louis, Missouri.

SPECIALIZATIONS

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

LPL Financial LLC

location

GREEN BAY, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

April Marie Keil is a financial advisor with over 20 years of experience in the industry. She currently works for LPL Financial LLC. Previously, April Marie Keil was a financial advisor at BMO Harris Financial Advisors, Inc. and M&I Financial Advisors, Inc. April Marie Keil is licensed to provide financial advice in several states, including Alabama, Arkansas, California, Colorado, Florida, Illinois, Indiana, Massachusetts, Michigan, Minnesota, New York, Texas, and Wisconsin. She has a strong background in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and institutions.

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

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