Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed
location

WAUWATOSA, WI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Scott Dean Cayo is a financial advisor with Edward Jones. Scott has been in the industry since 2010 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Scott is registered to provide investment advice in Wisconsin, Texas, and several other states.

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

OCONOMOWOC, WI

experience

35 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Scott Michel Keith is a financial advisor who has been in the industry since 1989. Scott is currently registered with Robert W. Baird & Co. Inc. in Wisconsin. Scott has been with Robert W. Baird & Co. Inc. since 2003. Prior to that, Scott worked at WACHOVIA SECURITIES, LLC, BLUNT ELLIS & LOEWI INCORPORATED, and MONARCH SECURITIES, INC. Scott is licensed to sell securities in 30 states and the District of Columbia. Scott holds the Series 6, 7, and 63 licenses. Scott is a Registered Investment Advisor (RIA) and is also licensed to sell insurance in Florida.

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

Avantax Advisory Services

location

Osceola, WI

experience

27 Years Experience

0 Disclosures

ADVISOR BIO

Scott Alan Racine is a financial advisor registered with Avantax Advisory Services. Scott Racine has been in the financial services industry since 1998 and is currently registered with the state of Wisconsin as an Investment Advisor Representative. Scott Racine has a Series 6, Series 7 and Series 63 license and holds a SIE certification. Scott Racine also holds registrations in Arizona, Florida, Georgia, Minnesota and Virginia. Scott Racine provides financial planning, pension consulting, educational seminars and other financial services to individuals, corporations, and pension plans. Scott Racine's office is located at 924 240th Street in Osceola, Wisconsin.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SOLICITOR REFERRAL SERVICES TO THIRD-PARTY INVESTMENT MANAGERS; PARTICIPANT ENROLLMENT MEETINGS
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Scott Hanson is a financial advisor with Robert W. Baird & Co. Inc. Scott's experience in the industry dates back to June 1998. Scott's office is located in Milwaukee, Wisconsin and specializes in a wide range of services including financial planning, portfolio management for businesses, investment companies, pooled investment vehicles and individuals, pension consulting, publication of periodicals, 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 Investment Companies
SEE SCHEDULE D
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Thrivent Investment Management Inc.

location

ANTIGO, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Scott Greening is a financial advisor at Thrivent Investment Management Inc., with over 9 years of experience in the industry. Scott is registered with FINRA and the state of Wisconsin, and holds the Series 7 and Series 66 licenses. Scott's primary focus is on providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

Wells Fargo Clearing Services, LLC

location

MILWAUKEE, WI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Scott Debeck is an active Registered Representative with Wells Fargo Clearing Services, LLC. Scott has been working in the financial industry since 1996 and has experience working with high-net-worth individuals, corporations, and other businesses, pension and profit sharing plans, and charitable organizations. Scott holds Series 3, 7, 10, 24, 63, and 65 licenses, in addition to the SIE, and has been registered with the State of Wisconsin since 2014. Scott's previous employers include City National Securities, Inc., Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Robert W. Baird & Co. Incorporated.

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

6 Years Experience

0 Disclosures

ADVISOR BIO

Scott Ubbelohde is a financial professional with over 5 years of experience in the financial services industry. Scott is registered with Thrivent Investment Management Inc. and holds the Series 6, Series 63 and Series 26 licenses. Scott specializes in financial planning and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Individuals
Unclaimed

IAG Wealth Partners, LLC | CFP ® (Certifications)

location

WAUKESHA, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Scott David Heins is a financial advisor in Waukesha, WI. Scott has been in the financial services industry since 1999. He is currently registered with IAG Wealth Partners, LLC and is a registered representative with LPL Financial LLC. Scott has a Series 7, Series 31, Series 66, and Series 30 licenses. Scott is also a Certified Financial Planner. Scott specializes in portfolio management for individuals and businesses. Scott has experience working with individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations. Scott is also a member of the Financial Planning Association.

SPECIALIZATIONS

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

Cambridge Investment Research Advisors, Inc.

location

Madison, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Scott Richardson is a financial advisor with Cambridge Investment Research Advisors, Inc. in Madison, Wisconsin. Scott has been in the financial services industry since 2000 and has a diverse background in both investment and insurance. Scott has passed the Series 6, Series 7, Series 63, and Series 65 exams and is currently registered with the Financial Industry Regulatory Authority (FINRA) and the state of Wisconsin. Scott is also registered in 27 other states and has 27 years of experience in the industry. He has previously worked with Northwestern Mutual Investment Services, LLC, AXA Advisors, LLC, and Pruco Securities Corporation.

SPECIALIZATIONS

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

United Advisors America

location

Mukwonago, WI

0 Disclosures

ADVISOR BIO

Scott Waechter is a financial advisor with United Advisors America in Mukwonago, Wisconsin. Scott has been in the financial industry since September 2013 and has experience with both Bankers Life Securities, Inc. and FSB PREMIER WEALTH MANAGEMENT, INC. Scott has a Series 7, Series 66, and SIE licenses. Scott specializes in providing financial planning, pension consulting and portfolio management services for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals

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