Invested Better
Advisors in Wisconsin
7,945 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

33 Years Experience

0 Disclosures

ADVISOR BIO

Brenda Lynn Hutchinson is an investment professional with over 30 years of experience in the financial services industry. Brenda Hutchinson is currently a registered representative of Robert W. Baird & Co. Inc. in Milwaukee, WI, as well as Boulder, CO. Brenda Hutchinson has a broad range of experience in the financial services industry, offering a range of financial services to individuals, families, trusts, institutions, and businesses. Brenda Lynn Hutchinson is a well-respected financial advisor with a strong track record of success.

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

Drake & Associates, LLC

location

WAUKESHA, WI

0 Disclosures

ADVISOR BIO

Brendan Christiansen is an investment advisor representative with Drake & Associates, LLC. Brendan is registered with the state of Wisconsin. Brendan has been in the financial industry for over 4 years. Brendan's main office is located in Waukesha, WI. The firm specializes in financial planning, portfolio management for individuals, and providing educational seminars.

SPECIALIZATIONS

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

Associated Investment Services, Inc.

location

GREENFIELD, WI

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Brendan Reid is a registered investment advisor representative with Associated Investment Services, Inc. Brendan has been in the industry since July 2005 and is licensed in Florida, Illinois, Indiana and Wisconsin. Brendan specializes in mutual fund wrap, financial planning, and selection of other advisors. Brendan also provides portfolio management services for individuals.

SPECIALIZATIONS

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

LPL Financial LLC

location

ALTOONA, WI

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Brenden Cullen is a financial advisor in Altoona, WI and has been working in the financial industry since December 17, 2023. Brenden is currently registered with LPL Financial LLC, and is licensed to provide financial advice in Wisconsin. Brenden also has experience with Northwestern Mutual Investment Services, LLC. Brenden holds Series 63, Series 6TO, and SIE licenses and has specialized experience in insurance, investments, mutual funds, annuities, and retirement planning.

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
location

VERONA, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Brendon Diers is a registered representative with Edward Jones, a firm with over $800 Billion in assets under management. Brendon has been in the industry since December 2007. He holds Series 7 and Series 66 licenses as well as a securities industry essentials examination. Brendon is registered with the state of Wisconsin as an Investment Advisor Representative and registered with the state of Texas as an Investment Advisor Representative and a Registered Representative. Brendon has been with Edward Jones since October 2007.

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

MILWAUKEE, WI

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Brenna C. Olson is an investment advisor representative with Robert W. Baird & Co. Inc. Brenna has been in the financial services industry since 2017. Brenna is registered with the state of Wisconsin, and holds the Series 66, Series 7, and SIE licenses. Brenna specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

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

Commonwealth Financial Network

location

Sheboygan, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Brenna Wilkinson is a financial advisor who is registered with the state of Wisconsin. Brenna holds the Series 7TO, Series 63, and SIE licenses. Brenna Wilkinson is currently affiliated with Commonwealth Financial Network, a firm that provides financial advisory services to individuals, corporations, and other entities. Brenna has experience in the financial industry since 2022. Prior to joining Commonwealth Financial Network, Brenna worked for ALLSPRING FUNDS DISTRIBUTOR, LLC.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brennan L. Crowley is a financial advisor at Robert W. Baird & Co. Inc. based in Milwaukee, Wisconsin. Crowley has been in the financial services industry since January 16, 2022 and holds a Series 63, Series 87, Series 86, Series 7TO, and SIE licenses. Crowley has been registered with the Financial Industry Regulatory Authority (FINRA) since February 11, 2022. In addition to their registration in Wisconsin, Crowley is also registered in Ohio.

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

U.s. Bancorp Investments, Inc.

location

Menomonee Falls, WI

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Brennan Everett Scheel is an investment advisor representative at U.S. Bancorp Investments, Inc. Brennan has been in the financial services industry since 2014. Brennan is registered with the state of Wisconsin and Texas. Brennan's firm has offices in Menomonee Falls, Butler and Sussex, Wisconsin. U.S. Bancorp Investments, Inc. provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

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

Robert W. Baird & Co. Inc.

location

MILWAUKEE, WI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Brennan T. Demark is a financial advisor at Robert W. Baird & Co. Inc. with a focus on providing investment advice and financial planning services to individuals, families, and businesses. Brennan has been in the financial services industry since 2020. Brennan has a strong background in finance and holds the Series 7TO, Series 66, and SIE licenses. Brennan's current registrations are with the state of Wisconsin.

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

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