Years of Experience
5-20+ Years
GREEN BAY, WI
5 Years Experience
0 Disclosures
ADVISOR BIO
Aaron Kapper is a financial advisor with Packerland Brokerage Services, Inc., located in Green Bay, WI. Aaron is a registered representative with FINRA and a registered investment advisor with the state of Illinois. Aaron has a strong background in finance and accounting, having worked as an accountant for Kapper & Company and as an owner of Job Works, Inc. Aaron holds Series 7, Series 66, and SIE licenses. Aaron's main area of expertise is in providing financial planning and investment management services to individuals, businesses, and charitable organizations. Aaron also offers other financial services such as pension consulting, educational seminars, and selection of other advisors.
SPECIALIZATIONS
GREEN BAY, WI
23 Years Experience
1 Disclosures
ADVISOR BIO
Aaron Andrew Doelger is a financial advisor with Packerland Brokerage Services, Inc., who has been in the industry since 2001. Aaron has a broad range of experience in financial advising, serving individuals, corporations, pension and profit-sharing plans, and charitable organizations. Aaron holds Series 7, Series 63, Series 24, Series 14, and Series 99TO licenses. Aaron is also a registered investment advisor in Wisconsin. In addition to financial advisory services, Aaron is also an independent insurance agent with various companies.
SPECIALIZATIONS
Green Bay, WI
5 Years Experience
0 Disclosures
ADVISOR BIO
Abigail Cowell is a financial advisor with RBC Capital Markets, LLC, located in Green Bay, WI. Abigail has a background in the financial services industry, having previously worked at WELLS FARGO CLEARING SERVICES, LLC. Abigail holds the Series 63, Series 7TO, and SIE licenses, demonstrating her commitment to professional development and a strong understanding of the financial markets. Abigail is registered in multiple states, including Alabama, Arizona, Arkansas, California, Colorado, Delaware, District of Columbia, Florida, Idaho, Illinois, Indiana, Iowa, Maine, Massachusetts, Michigan, Minnesota, Montana, Nevada, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, and Wisconsin, making her a valuable resource for clients in a variety of locations.
SPECIALIZATIONS
GREEN BAY, WI
19 Years Experience
0 Disclosures
ADVISOR BIO
Adam Robert Katch is a financial advisor registered with Osaic Wealth, Inc. Adam has been in the financial services industry since March 28, 2006. Adam has held previous roles at Woodbury Financial Services, Inc., Private Client Services, LLC, National Planning Corporation, Invest Financial Corporation, Investment Centers of America, Inc., SII Investments, Inc., and Morgan Stanley DW Inc. Adam specializes in financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
SPECIALIZATIONS
GREEN BAY, WI
9 Years Experience
1 Disclosures
ADVISOR BIO
Adam Wetli is a registered representative with Stifel, Nicolaus & Company, Inc. Adam is licensed in Texas and Wisconsin. Adam has been in the industry since February 25, 2016 and has experience in both brokerage and investment advisory services. Adam is specialized in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
SPECIALIZATIONS
GREEN BAY, WI
21 Years Experience
0 Disclosures
ADVISOR BIO
Adam T. Lewitzke is a financial advisor at Ameriprise Financial Services, LLC, with over 19 years of experience in the financial services industry. He is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 66, SIE, and Series 7 licenses. Adam has worked with a variety of clients, including individuals, families, businesses, and retirement plans, providing financial planning, asset allocation services, and portfolio management. Adam is committed to helping clients achieve their financial goals.
SPECIALIZATIONS
GREEN BAY, WI
21 Years Experience
0 Disclosures
ADVISOR BIO
Adam Madson is a financial advisor with Robert W. Baird & Co. Inc. based in GREEN BAY, WI. Adam has been a registered representative since June 2004 and has been associated with Baird since November 2023. Adam previously worked at Private Client Services, LLC and SII INVESTMENTS, INC..
SPECIALIZATIONS
Green Bay, WI
4 Years Experience
0 Disclosures
ADVISOR BIO
Adam Alan Paal is a financial advisor associated with Raymond James Financial Services Advisors, Inc. in Green Bay, WI. Adam Alan Paal has been in the industry since 2020. Adam Alan Paal is registered with Financial Industry Regulatory Authority (FINRA) as well as registered in Wisconsin. Adam Alan Paal has passed the SIE, Series 7TO, and Series 66 exams.
SPECIALIZATIONS
GREEN BAY, WI
0 Disclosures
ADVISOR BIO
Adam E. Longlais is a financial advisor at Nicolet Wealth Management. Adam has been in the financial industry for over two decades and holds the Series 7, Series 55, and Series 66 licenses. Adam is a CFA charterholder and specializes in providing financial planning services to individuals, corporations, and charitable organizations. Adam works from Nicolet Wealth Management's main office in Green Bay, WI.
SPECIALIZATIONS
GREEN BAY, WI
0 Disclosures
ADVISOR BIO
Alan Craig Hicks is a financial advisor with Wealth Enhancement Advisory Services, LLC, located in Plymouth, Minnesota. Alan has been in the industry since 1986. Alan has Series 6, 7, 24 and 63 licenses, as well as the SIE exam. Alan is a Certified Financial Planner and a Chartered Financial Consultant. In addition to his work at Wealth Enhancement Advisory Services, LLC, Alan is also involved in other business activities including: Wealth Enhancement Group, All Development, Oneida Golf & Country Club, Highland Crest Baptist Church, and Brown County Ice Management. Alan's professional experience includes roles at LPL Financial LLC, Park Avenue Securities LLC, Guardian Investor Services Corporation, Equico Securities, Inc., The Equitable Life Assurance Society of the United States, Summit Planning Group LLC, and Wealth Enhancement Group. Alan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Alan's firm has approximately $72 billion in assets under management.
SPECIALIZATIONS