Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Packerland Brokerage Services, Inc.

location

OSHKOSH, WI

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Benedict Arthur Schneider is a financial advisor with over 25 years of experience in the industry. Benedict is registered with Packerland Brokerage Services, Inc. in Wisconsin and in several other states. Benedict has a diverse background and experience with both individuals and businesses.

SPECIALIZATIONS

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

Mutual OF Omaha Investor Services, Inc.

location

LA CROSSE, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Langston is a financial advisor who works for Mutual Of Omaha Investor Services, Inc. Benjamin has been in the financial services industry since 2006 and holds several securities licenses, including Series 6, 7TO, 63 and 65.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

21 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Kallo is a registered representative of Robert W. Baird & Co. Inc. and has been in the financial industry for over 18 years. He has specialized experience in the securities and investment advisory industry, and holds a Series 3, 7, 66, 86, and 87 licenses. Benjamin's previous roles have included working for Stanford Group Company and Pacific Growth Equities, LLC.

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

ASHLAND, WI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Martinsen is a financial advisor registered with Edward Jones in Ashland, Wisconsin. Benjamin has been in the industry since June 2022 and holds the Series 66, Series 7, and SIE licenses. Benjamin is registered to provide investment advice in California, Michigan, Minnesota, Nebraska, North Dakota, and Wisconsin. Benjamin is also a sole member of Barksdale Properties LLC, a rental property company in Ashland, WI.

SPECIALIZATIONS

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

Heck Capital Advisors, LLC

location

RHINELANDER, WI

0 Disclosures

ADVISOR BIO

Benjamin Christian Opsal is a registered Investment Advisor Representative with Heck Capital Advisors, LLC. Benjamin has been with Heck Capital Advisors, LLC since August 2014. Benjamin is licensed in Minnesota and Wisconsin. Benjamin has been in the financial services industry since August 2014. Benjamin holds a Series 65 license.

SPECIALIZATIONS

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

North Star Asset Management Inc. | CFA ® (Certifications)

location

NEENAH, WI

0 Disclosures

ADVISOR BIO

Benjamin Douglas Van Handel is a registered Investment Advisor Representative with North Star Asset Management Inc. Benjamin holds a Series 65 license and is also a Chartered Financial Analyst. Benjamin has been with North Star Asset Management Inc. since June 2013 and is located in the firm’s Neenah, WI office. The firm focuses on providing financial planning and portfolio management services for both individuals and businesses. The firm’s total assets under management is over $2.7 billion.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

0 Disclosures

ADVISOR BIO

Benjamin Lee is an investment banking registered representative at Robert W. Baird & Co. Inc., a firm with a rich history of providing financial guidance to individuals and institutions. Benjamin is committed to helping clients achieve their financial goals through a customized approach that incorporates a wide range of services.

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

Resonant Capital Advisors, LLC

location

Madison, WI

0 Disclosures

ADVISOR BIO

Benjamin Nathan Dickey is an investment advisor representative at Resonant Capital Advisors, LLC. Benjamin Dickey has been with Resonant Capital Advisors, LLC since October 2018. Benjamin Dickey is registered with the state of Wisconsin. Benjamin Dickey has passed the Uniform Investment Adviser Law Examination. Benjamin Dickey has a Series 65 license.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
INVESTMENT, INSTITUTIONAL AND BUSINESS CONSULTING SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Middleton, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Wierwill is an investment advisor representative with Morgan Stanley. Benjamin has been in the securities industry since June 28, 2006. Benjamin holds Series 7, Series 31, Series 66, and SIE licenses and is registered with FINRA and in several states. Benjamin was previously employed with MORGAN STANLEY & CO. INCORPORATED and MORGAN STANLEY DW INC. Benjamin works with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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
ASSET ALLOCATION ADVICE
Unclaimed
location

GERMANTOWN, WI

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Benjamin Froyen Haddorff is a financial advisor at LPL Financial LLC. Benjamin is a registered representative of the firm in a variety of states including Connecticut, Florida, Indiana, Michigan, Minnesota, Ohio, Texas, and Wisconsin. Benjamin has been in the financial services industry since July 27, 2004. Prior to joining LPL Financial LLC, Benjamin worked for Waddell & Reed. Benjamin specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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