ADVISOR BIO

Jeffrey Patrick Altenhof is a financial advisor registered with Morgan Stanley, with over 24 years of experience in the financial services industry. Jeffrey is a licensed broker-dealer and investment advisor representative. Jeffrey holds Series 3, 7, 9, 10, 31, and 66 licenses, as well as the SIE exam. He is registered in 53 states and the District of Columbia. Jeffrey has experience working with individuals, high-net-worth individuals, corporations, trusts, investment clubs, charitable organizations, and insurance companies.

SPECIALIZATIONS

ADVISOR BIO

Jennifer Ann Shammamy is an Investment Advisor Representative at KCD Financial, Inc., where she has been registered with the state of Michigan since January 16, 2018. Jennifer has been in the financial industry since December 2010. Her primary registration is with the state of Michigan and she has passed the Uniform Investment Adviser Law Examination. Jennifer is a Certified Financial Planner.

SPECIALIZATIONS

ADVISOR BIO

Jennifer Carr is a financial advisor with RBC Capital Markets, LLC, in Green Bay, Wisconsin. Jennifer has been in the industry since May 2, 1999 and has a strong background in providing financial advice to individuals, businesses, and institutions. Jennifer is committed to helping clients achieve their financial goals through a personalized approach and comprehensive financial planning services. Jennifer holds Series 7 and 63 licenses as well as Series 65.

SPECIALIZATIONS

ADVISOR BIO

Jeremy Michael Kittoe is a financial advisor registered with Morgan Stanley. Jeremy has over 22 years of experience in the financial industry. Jeremy provides asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies. Jeremy holds multiple securities licenses and is registered in numerous states, including Wisconsin, Texas, and several others.

SPECIALIZATIONS

ADVISOR BIO

Jeremy D Bloomfield is an active investment advisor representative with Nicolet Wealth Management, and has been in the industry since 2017. Jeremy has a Series 66, Series 7TO, and SIE licenses, and holds registrations in Michigan and Wisconsin. Jeremy has held positions at several firms, including Nicolet National Bank, BMO Harris Bank, Associated Bank, and Dunham's Sports. Jeremy is currently registered with Nicolet Wealth Management, and has a branch office in Green Bay, WI, and Marquette, MI. Jeremy specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Jeremy Weller is a financial advisor with over 10 years of experience in the industry. Jeremy is currently registered with CWM, LLC in Wisconsin and Texas. Previously, Jeremy was registered with Cetera Advisor Networks LLC, Cambridge Investment Research, Inc., and Morgan Stanley. Jeremy has a Series 7, Series 31, Series 66, and SIE license. Jeremy also provides financial planning and selection of other advisors services.

SPECIALIZATIONS

ADVISOR BIO

Jerrad Radocay is a financial professional with Thrivent Investment Management Inc., based in Green Bay, WI. Jerrad has been in the industry since August 2018 and holds Series 66, SIE, and Series 7 licenses. Jerrad is also registered with the state of Wisconsin as an investment advisor representative.

SPECIALIZATIONS

ADVISOR BIO

Jerrold Ganz is a financial advisor with Packerland Brokerage Services, Inc. Jerrold has been in the industry since 1988 and has a strong track record of success. Jerrold specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Jerrold is also a Certified Financial Planner, and is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Jesse Drake is a financial advisor at Morgan Stanley. Jesse has been in the industry since 2018, with prior experience at Cambridge Investment Research, Inc. and Community First Credit Union. Jesse holds the Series 66, Series 10, Series 9, SIE, and Series 7 licenses, and is registered in 52 states and Puerto Rico. Jesse specializes in asset allocation advice, financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses, individuals, and investment companies.

SPECIALIZATIONS

ADVISOR BIO

Jessica Alcorn is a financial advisor with RBC Capital Markets, LLC. Jessica has been in the financial services industry for 17 years. She is a registered representative in Texas and Wisconsin and holds Series 7 and 66 licenses. Jessica has experience working with individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and state or municipal government entities. Her specialties include financial planning, portfolio management, and retirement planning. Jessica is also a member of the Green Bay Bicycle Collective.

SPECIALIZATIONS