Invested Better
Advisors in Green Bay, Wisconsin
462 Results
Unclaimed

Raymond James Financial Services Advisors, Inc.

location

GREEN BAY, WI

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Arthur Cape is a financial advisor at Raymond James Financial Services Advisors, Inc. Daniel is licensed to provide financial advice in 30 states, and has worked in the financial services industry since 2017. Daniel has a wide range of experience, including financial planning, portfolio management, and pension consulting. In addition to being a registered investment advisor, Daniel is also a licensed insurance agent. Daniel is committed to providing his clients with the highest level of personalized service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Raymond James Financial Services Advisors, Inc. | CFC ® (Certifications)

location

GREEN BAY, WI

experience

28 Years Experience

0 Disclosures

ADVISOR BIO

Daniel James Holl is a financial advisor registered with Raymond James Financial Services Advisors, Inc. and holds licenses in several states including Texas and Wisconsin. Daniel has been working in the financial services industry since 1996 and has worked with various organizations including Woodbury Financial Services, Inc. and Holl Financial Services S.C.. Daniel provides financial planning and investment advice to a wide range of clients including individuals, businesses, corporations, and charitable organizations. Daniel has a Chartered Financial Consultant designation and provides financial advisory services such as portfolio management and pension consulting.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
HOURLY & FIXED RATE CONSULTATIONS
Unclaimed

Cetera Investment Advisers LLC

location

GREEN BAY, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Loberg is an investment advisor representative with Cetera Investment Advisers LLC. Daniel is registered in Wisconsin as an investment advisor representative and a broker. Daniel has been in the securities industry since 2019. Daniel is also registered with Cetera Advisor Networks LLC and Voya Financial Advisors, Inc. as a broker. Daniel holds the Series 7TO, Series 63, and Series 65 licenses.

SPECIALIZATIONS

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

Kerberrose Wealth Management, LLC

location

Green Bay, WI

0 Disclosures

ADVISOR BIO

Daniel Wotruba is an investment advisor representative at Kerberrose Wealth Management, LLC. Daniel has been working in the financial services industry for over 20 years, and has extensive experience in providing financial planning and investment advice. Daniel is a Registered Representative and has a Series 65 license to provide investment advisory services. He is also licensed to provide investment services in Michigan and Wisconsin. Daniel is committed to providing his clients with personalized financial guidance, and he believes that building strong relationships is key to achieving financial success.

SPECIALIZATIONS

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

Ameriprise Financial Services, LLC

location

GREEN BAY, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Anthony Glinski is a financial advisor working with Ameriprise Financial Services, LLC. Daniel has been in the financial services industry since 2008. Daniel has been working with Ameriprise Financial Services, LLC. since 2022. Previously, Daniel has also worked for Ameriprise Financial Services, LLC. Daniel has his Series 66, Series 7 and SIE licenses and is registered in Wisconsin. Daniel's firm has approximately $1 billion - $10 billion in assets under management.

SPECIALIZATIONS

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

Private Client Services, LLC

location

Green Bay, WI

experience

43 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Daniel Rentmeester is a financial advisor with over 40 years of experience in the industry. Daniel has a Series 6, Series 63, and SIE license. Daniel works at Private Client Services, LLC. Daniel's expertise includes financial planning, portfolio management for businesses and individuals, and educational seminars. Previously, Daniel was registered with Equitable Advisors, LLC, LPL Financial LLC, Mutual Service Corporation and American General Securities Incorporated.

SPECIALIZATIONS

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

LPL Financial LLC

location

GREEN BAY, WI

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Daniel Cibula is a financial advisor with over 25 years of experience in the industry. Daniel has held licenses in both Broker-Dealer and Investment Advisor roles, demonstrating a commitment to serving clients across a range of needs. Daniel currently is registered with LPL Financial LLC, a leading independent broker-dealer and financial advisor. Before joining LPL, Daniel had a long career with INVEST FINANCIAL CORPORATION. Daniel is passionate about providing financial advice and guidance to individuals, families, and businesses. Daniel is committed to helping clients achieve their financial goals, whatever they may be.

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

Stifel, Nicolaus & Company, Inc.

location

GREEN BAY, WI

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

David Francis Priest is a financial advisor at Stifel, Nicolaus & Company, Inc.. David has been in the industry since 1996. Prior to joining Stifel, Nicolaus & Company, Inc., David was a registered representative with RBC DAIN RAUSCHER INC., PaineWebber Incorporated and Gruntal & Co. Incorporated. David is licensed in multiple states and holds the Series 63, Series 66, Series 7, Series 9, Series 10, Series 31, and SIE exams.

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 Pooled Investment Vehicles
Unclaimed

KCD Financial, Inc.

location

Green Bay, WI

experience

34 Years Experience

0 Disclosures

ADVISOR BIO

David Wilson is a registered representative with KCD Financial, Inc. David has been in the securities industry since March 20, 1991. David is currently registered in Arkansas, California, Colorado, District of Columbia, Florida, Idaho, Illinois, Indiana, Louisiana, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Mexico, North Carolina, Ohio, Pennsylvania, Puerto Rico, South Dakota, Texas, Utah, Washington, West Virginia and Wisconsin. David is also registered as an Investment Advisor Representative in California, Florida, Illinois, and Texas.

SPECIALIZATIONS

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

Wealth Enhancement Advisory Services, LLC | CFP ® (Certifications)

location

GREEN BAY, WI

0 Disclosures

ADVISOR BIO

David John Demeuse is a financial advisor who has been in the industry since 1993. David is registered with Wealth Enhancement Advisory Services, LLC and is licensed in Wisconsin. David is a Certified Financial Planner. David's previous employment includes LPL Financial LLC, Park Avenue Securities LLC and Guardian Investor Services Corporation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
ERISA 3(38) INVESTMENT MANAGER

Need help matching

with the right advisor?