Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Wells Fargo Clearing Services, LLC

location

MILWAUKEE, WI

experience

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

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

MILWAUKEE, WI

experience

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

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

Equitable Advisors, LLC

location

WAUWATOSA, WI

experience

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

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

Harbour Investments, Inc.

location

VIROQUA, WI

experience

5 Years Experience

disclosure

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

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

Cetera Investment Advisers LLC

location

WAUNAKEE, WI

experience

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

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

Andrae Financial Services LLC

location

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

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

SHEBOYGAN, WI

experience

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

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

MWA Financial Services Inc.

location

MILWAUKEE, WI

experience

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

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

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

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

Harbour Investments, Inc.

location

VERONA, WI

experience

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

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Individuals

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