ADVISOR BIO

Wendy Lusk is a financial professional with over 10 years of experience in the industry. Wendy is registered with Thrivent Investment Management Inc. and holds Series 6 and Series 63 licenses. Wendy specializes in providing financial planning and portfolio management services to individuals.

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ADVISOR BIO

Wendy Sue Goerke is a financial advisor at Thrivent Investment Management Inc., located in Adams, WI. Wendy has been in the financial services industry since December 13, 2017. Wendy is registered with the state of Wisconsin and has passed the Series 66, Series 7 and SIE exams. Wendy specializes in financial planning and portfolio management for individuals. Wendy is also a board member of the Big Flats Planning Commission.

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ADVISOR BIO

Wendy Otterness is an investment advisor representative with LPL Financial LLC. Wendy has been in the industry since June 2005. Wendy has a Series 66, Series 7, Series 9, and Series 10 licenses. Wendy is registered to provide investment advice in 35 states, including Minnesota, Texas and Wisconsin. Wendy also has a previous registration with CUNA Brokerage Services, Inc. and Wells Fargo Clearing Services, LLC.

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ADVISOR BIO

Wendy Sue Blair is a financial professional with over 10 years of experience in the industry. Wendy is currently registered with BOK Financial Securities, Inc. and is licensed to provide investment advice in Illinois, Missouri, Nevada and Wisconsin. Wendy specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses and corporations.

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ADVISOR BIO

Wendy Joy Wolfe is a financial advisor with over 16 years of experience in the industry. Wendy is currently registered with Robert W. Baird & Co. Inc. Wendy has experience working with a wide variety of clients, including individuals, families, businesses, and institutions. Wendy has been registered with the state of Wisconsin since 2011.

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ADVISOR BIO

Wendy Maureen Hoeft is a financial advisor with Johnson Wealth Inc. Wendy has been working as a financial advisor for over two decades, holding licenses in both Wisconsin and Iowa. She is dedicated to providing comprehensive financial planning services to individuals, families, and businesses. Wendy is passionate about helping her clients achieve their financial goals and she takes a personalized approach to understand each client's unique circumstances. Wendy Maureen Hoeft is committed to building long-term relationships with her clients and helping them navigate the complexities of the financial world with confidence.

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ADVISOR BIO

Wendy Sue Peperkorn is a financial advisor with LPL Enterprise, LLC in Wauwatosa, Wisconsin. Wendy has been in the financial services industry since 1994. Wendy is registered with the state of Wisconsin.

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ADVISOR BIO

Wendy Rindfliesch is a financial advisor with Morgan Stanley and has been in the industry since November 2009. Wendy is registered with both the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Wendy specializes in investment advisory services, including portfolio management for individuals, businesses, and investment companies. Wendy holds the Series 63, Series 7, and SIE licenses.

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ADVISOR BIO

Wendy Tesch is a Registered Representative with Osaic Wealth, Inc., which has an office in Appleton, Wisconsin. Wendy has been in the securities industry since January 25, 2004. Wendy has passed the Series 6, 7, 63 and 66 exams. Wendy is licensed to sell securities in 25 states.

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ADVISOR BIO

Wesley Merk is a financial advisor with over 10 years of experience in the industry. Wesley is registered with LPL Financial LLC and holds Series 7, Series 66, and SIE licenses. Wesley specializes in providing financial planning, portfolio management, and investment consulting services to individuals, families, and businesses. Wesley is committed to helping clients achieve their financial goals. Prior to joining LPL Financial LLC, Wesley worked at MML Investors Services, LLC. Wesley also offers investment-related services through Citizens Investment Services, which is a DBA for LPL Financial LLC.

SPECIALIZATIONS