Years of Experience
5-20+ Years
MERRILL, WI
3 Years Experience
0 Disclosures
ADVISOR BIO
Robert Oemig is a financial advisor at Thrivent Investment Management Inc.. Robert has been in the industry since 2022. Robert is registered in Wisconsin, Minnesota, California, Michigan, North Dakota, Florida, and Washington. He is also registered with FINRA as a Registered Representative and an Investment Advisor Representative. He is licensed to offer financial services in both the Broker-Dealer and Investment Advisor spaces. Robert offers financial planning and portfolio management services. He has a strong commitment to providing clients with comprehensive financial advice.
SPECIALIZATIONS
Racine, WI
9 Years Experience
0 Disclosures
ADVISOR BIO
Robert Jacobsen is an investment advisor representative with Robert W. Baird & Co. Inc. Robert has been in the industry since August 2015 and has experience working with individuals, high-net-worth individuals, corporations, and other businesses. Robert has a Series 7, Series 66, and SIE registration. Robert offers portfolio management, financial planning, and educational seminars as part of their services.
SPECIALIZATIONS
WAUKESHA, WI
0 Disclosures
ADVISOR BIO
Robert Taylor is an investment advisor representative registered in North Carolina and Texas. Robert has been in the industry for over 20 years and has experience with a variety of financial products and services. Robert is currently affiliated with Global View Capital Management LLC and has previously been affiliated with Transamerica Financial Advisors, Inc., World Group Securities, Inc., and WMA Securities, Inc. Robert is a licensed agent for insurance products and services, and provides financial planning and investment advice to individual and institutional clients. Robert specializes in advising on insurance, annuities, 401(k), 403b, 457, and simple retirement plans.
SPECIALIZATIONS
Fox Valley, WI
36 Years Experience
0 Disclosures
ADVISOR BIO
Robert Bruce Geenen has been in the financial services industry since 1988. Robert has worked for several firms over his career, including Northwestern Mutual Investment Services, LLC and Everen Securities, Inc. Robert is currently an Investment Advisor Representative for Robert W. Baird & Co. Inc. Robert is registered to provide investment advice in 33 jurisdictions, including Florida, Texas, and Wisconsin.
SPECIALIZATIONS
Oconomowoc, WI
32 Years Experience
0 Disclosures
ADVISOR BIO
Robert Pulaski is a financial advisor with Packerland Brokerage Services, Inc. located in Green Bay, Wisconsin. Robert has over 30 years of experience in the financial services industry. Robert is licensed to provide financial advice and services in several states, including Wisconsin, Florida, Illinois, Minnesota, Missouri, and Arkansas. Robert holds Series 6, 63, 26 and 65 licenses, as well as the SIE exam. Robert is also a Certified Financial Planner.
SPECIALIZATIONS
MILWAUKEE, WI
6 Years Experience
0 Disclosures
ADVISOR BIO
Robert J. Schultz is a financial advisor at Robert W. Baird & Co. Inc. in Milwaukee, Wisconsin. Robert has over 6 years of experience in the financial services industry, specializing in providing financial advice and investment management services to high-net-worth individuals, families, and businesses. Robert holds Series 63, 65, 7TO, and 87 licenses.
SPECIALIZATIONS
MILWAUKEE, WI
37 Years Experience
0 Disclosures
ADVISOR BIO
Robert Peter Debastiani is a financial advisor with over 35 years of experience. Robert has been with Robert W. Baird & Co. Inc. since July 2000 and is registered to provide investment advice in Florida and Tennessee. Previously, Robert worked at J.C. BRADFORD & CO. from December 1987 to July 2000 and WARD BRADFORD & CO., L.P. from March 1994 to August 1996. Robert holds several licenses including Series 7, 9, 10, 24, 52TO, 53, 79TO, 99TO, and SIE. Robert has a strong track record of success in providing investment advice to a wide range of clients, including individuals, corporations, and institutions.
SPECIALIZATIONS
Racine, WI
42 Years Experience
3 Disclosures
ADVISOR BIO
Robert Jacobsen is a financial professional with over 30 years of experience in the industry. Robert is currently registered with Robert W. Baird & Co. Inc. and has a diverse background in financial services, having previously worked for INVEST Financial Corporation and Johnson Bank. Robert specializes in a range of financial services including, but not limited to, portfolio management for individuals, businesses, and investment companies, as well as financial planning and pension consulting. He is also a certified financial planner. Robert is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
MILWAUKEE, WI
42 Years Experience
2 Disclosures
ADVISOR BIO
Robert Joehnk is a financial advisor with Wells Fargo Clearing Services, LLC. Robert has been working in the financial services industry since 1982. Robert is registered with FINRA and is a licensed securities professional. Robert is also a registered investment advisor. Robert's areas of expertise include retirement planning, investment management, and estate planning. Robert's experience includes previous employment with A. G. EDWARDS & SONS, INC., LISS FINANCIAL SERVICES, PAINEWEBBER INCORPORATED, and PIPER, JAFFRAY & HOPWOOD INCORPORATED.
SPECIALIZATIONS
Adell, WI
38 Years Experience
0 Disclosures
ADVISOR BIO
Robert Bernhard Luedtke is a financial advisor registered with Commonwealth Financial Network in Adell, Wisconsin. Robert has been working in the financial industry since January 16, 1987. Robert is registered to provide investment advice in Wisconsin and is also registered as a broker-dealer in 34 states. Robert previously worked at PRINCIPAL SECURITIES, INC. and FIRST INVESTORS CORPORATION.
SPECIALIZATIONS
