Years of Experience
5-20+ Years
MILWAUKEE, WI
20 Years Experience
0 Disclosures
ADVISOR BIO
Rochelle Ann Wacker has been a registered representative for over 18 years. Wacker is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2016. Wacker is also registered with the state of Wisconsin as an investment advisor. Wacker has a wide range of experience in the financial services industry, including portfolio management, financial planning, and investment consulting. Wacker is dedicated to providing her clients with personalized service and helping them achieve their financial goals.
SPECIALIZATIONS
MILWAUKEE, WI
20 Years Experience
0 Disclosures
ADVISOR BIO
Roderick James Place is a financial advisor with Robert W. Baird & Co. Inc. Roderick has been in the securities industry since 2004 and has a broad range of experience in the financial services field. Roderick is registered in 24 states and has passed several professional exams, including the Series 7, Series 55, Series 63, SIE, and the Securities Trader Exam. Roderick is dedicated to providing clients with personalized financial advice and helping them reach their financial goals.
SPECIALIZATIONS
WAUWATOSA, WI
21 Years Experience
0 Disclosures
ADVISOR BIO
Rodger Premeau is a financial advisor with over 20 years of experience in the financial services industry. Rodger is a Registered Representative of Equitable Advisors, LLC, a subsidiary of Equitable Holdings, Inc. Rodger is a Series 7, Series 24, and Series 66 licensed professional. Prior to joining Equitable Advisors, LLC, Rodger worked for Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Rodger specializes in financial planning, retirement planning, and investment management for individuals, families, and businesses. Rodger is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
SPECIALIZATIONS
VIROQUA, WI
5 Years Experience
1 Disclosures
ADVISOR BIO
Rodney Dale Engh is a registered representative of Harbour Investments, Inc. located in VIROQUA, WI. Rodney has been in the industry since October 2019 and has a Series 63, Series 6TO and SIE licenses. Rodney is registered in Wisconsin. Rodney is a financial advisor offering services to individuals and other businesses. The firm manages a total of $6.1 billion in assets.
SPECIALIZATIONS
WAUNAKEE, WI
27 Years Experience
0 Disclosures
ADVISOR BIO
Rodney Cupp is a financial professional with over 25 years of experience in the industry. Rodney is currently registered with Cetera Investment Advisers LLC. Previously, Rodney was affiliated with Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated. Rodney is licensed in several states and holds the Series 6, 7, and 66 securities licenses. In addition to his financial advisory role, Rodney also provides insurance services as an insurance agent. Rodney Cupp is dedicated to helping clients achieve their financial goals.
SPECIALIZATIONS
DARLINGTON, WI
0 Disclosures
ADVISOR BIO
Rodney Andrae is an Investment Advisor Representative with Andrae Financial Services LLC. Rodney has been in the industry since April 2001 and has been with Andrae Financial Services LLC since August 2015. Rodney is registered with the state of Wisconsin and holds the Series 65 license. Rodney specializes in providing financial planning services and portfolio management for individuals. The firm currently manages assets of more than $2.4 million.
SPECIALIZATIONS
SHEBOYGAN, WI
33 Years Experience
0 Disclosures
ADVISOR BIO
Rodney Alan Eissens is a registered representative with LPL Financial LLC and has been in the industry since August 4, 1991. Rodney has a strong track record of experience in the financial services industry, holding registrations in 13 states. Rodney's previous experience includes working with Thrivent Investment Management Inc. Rodney is dedicated to providing comprehensive financial advice and guidance to individuals, families, and businesses. Rodney is also associated with OnPoint Financial Group, LLC, which is a DBA for Rodney's LPL business.
SPECIALIZATIONS
MILWAUKEE, WI
27 Years Experience
0 Disclosures
ADVISOR BIO
Rogelio Cabral is a financial advisor with MWA Financial Services Inc. based in Milwaukee, Wisconsin. Rogelio has been in the financial services industry since 1997 and has a diverse background with experience at firms such as Catholic Financial Services Corporation and M&I Brokerage Services, Inc. Rogelio is a licensed Series 6, 7, 26, and 63 representative. Rogelio specializes in providing financial planning, portfolio management for individuals and businesses, and selection of other advisors.
SPECIALIZATIONS
MILWAUKEE, WI
17 Years Experience
0 Disclosures
ADVISOR BIO
Roger Klumb is a registered representative with Robert W. Baird & Co. Inc. Roger has been in the industry for over 15 years and is licensed in multiple states. Roger holds Series 7, 66 and SIE licenses. Roger specializes in a wide range of investment strategies and offers financial planning, portfolio management, and educational seminars.
SPECIALIZATIONS
VERONA, WI
36 Years Experience
0 Disclosures
ADVISOR BIO
Roger Hellenbrand is a financial advisor at Harbour Investments, Inc. based in Verona, WI. Roger has been in the industry since 1988 and has held registrations with several firms in the past. Roger has passed the Series 63, Series 7 and Series 65 exams, and holds a valid registration in several states, including Wisconsin, Minnesota, Illinois, Florida, California, New Mexico and more. Roger offers financial planning and portfolio management services to individuals and institutions, including high-net-worth individuals, corporations, and pension and profit-sharing plans. Roger is also the owner of Triangle Investments, Insurance & Taxes, an independent insurance agency.
SPECIALIZATIONS