ADVISOR BIO

Terry Lewis Timper is a financial advisor with Packerland Brokerage Services, Inc., with over 35 years of experience in the financial services industry. Terry has a strong background in providing financial planning, portfolio management, and pension consulting services to individuals, corporations, and pension and profit-sharing plans. Terry holds the Series 6, 7, 26, and 63 securities licenses and is registered in several states, including Alaska, Florida, Minnesota, Pennsylvania, South Carolina, Virginia, and Wisconsin. Terry also holds a Series 63 license. Terry has experience in insurance sales as well.

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ADVISOR BIO

Terry Krumenauer is a financial advisor who has been in the industry since January 2001. Terry is a registered representative with Osaic Wealth, Inc. and has experience working with individuals, families, and businesses. Terry has also worked for Edward Jones and Woodbury Financial Services. Terry has a Series 7, Series 63, and SIE license and is a Certified Financial Planner. Terry is also a member of Larson's Landing Homeowners Association.

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ADVISOR BIO

Teryn Cindy Kuse is an active investment advisor representative with CliftonLarsonAllen Wealth Advisors, LLC. Teryn has been in the industry for 3 years and is registered in Wisconsin. Teryn has passed the Series 63, 65, 7TO, and SIE exams. Teryn specializes in financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Tess Elizabeth Glasspool is a registered representative with Wells Fargo Clearing Services, LLC. Tess is licensed in Texas and Wisconsin. Tess holds the Series 66, 7TO and SIE licenses. Tess Elizabeth Glasspool has been in the securities industry for over 10 years.

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ADVISOR BIO

Theodore Kary is a registered representative with Thrivent Investment Management Inc. based in Appleton, WI. Theodore is active in the securities industry with over 2 years of experience. He is a Series 6 and Series 63 licensed representative, and holds the SIE designation. Prior to joining Thrivent Investment Management Inc., Theodore was employed by THRIVENT DISTRIBUTORS, LLC and Thrivent Investment Management Inc. Theodore provides financial planning, portfolio management for individuals and specializes in insurance and investment company products.

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ADVISOR BIO

Theodore Mortonson is an experienced financial professional with over 30 years of experience in the industry. Theodore has a strong track record of providing investment advice and wealth management services to a variety of clients, including high-net-worth individuals, corporations, and institutions. Theodore is currently registered with Robert W. Baird & Co. Inc. and has held previous positions at Raymond James & Associates, Inc., Pacific Crest Securities LLC, RBC Dominion Securities Corporation, RBC Dain Rauscher Inc., and Wessels, Arnold & Henderson, L.L.C. Theodore holds the Series 63, Series 7, Series 8, Series 9, Series 10 and SIE licenses. Theodore is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Theodore John Oeffler is a financial advisor at Edward Jones. Theodore is a registered representative with FINRA and the state of Wisconsin. Theodore has been in the financial services industry since September 13, 2010. Theodore provides financial planning, pension consulting and selection of other advisors services to individuals and businesses. Theodore's office is located at 2751 Commercial Blvd Ste 2 in Chippewa Falls, Wisconsin.

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ADVISOR BIO

Theodore Roger Herrick is a financial advisor with U.S. Bancorp Investments, Inc. based in Cushing, Wisconsin. Theodore has been in the financial services industry since 2010 and has a Series 7, Series 66, and Series 24 licenses. Theodore specializes in providing financial planning and investment advice to individuals, businesses, and institutions. Theodore has experience working with high-net-worth individuals, corporations, and charitable organizations. Theodore is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

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ADVISOR BIO

Theodore Gilbert Baer is a financial advisor with over 25 years of experience in the industry. Theodore is currently registered with LPL Financial LLC and Great Valley Advisor Group, Inc. Theodore's professional experience includes working for various financial institutions like MML Investors Services, LLC, MSI Financial Services, Inc., Wells Fargo Advisors, LLC, Mutual of America Life Insurance Company, and Mutual of America Securities Corporation. Theodore has earned the Certified Financial Planner designation and holds multiple licenses including Series 3, 6, 7, and 63 licenses. Theodore provides financial planning, investment advisory services, consulting, and portfolio management for individuals and businesses.

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ADVISOR BIO

Theodore J Linn is an Investment Advisor Representative at Robert W. Baird & Co. Inc. Theodore has been in the industry since 2021 and is registered with FINRA and the states of Florida, Texas, and Wisconsin. Theodore's experience includes a background in the United States Marine Corps and expertise in providing financial planning, pension consulting, and portfolio management for businesses, individuals, and investment companies.

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