ADVISOR BIO

Allen Dable is an Investment Advisor Representative with Osaic Wealth, Inc. based in Johnson Creek, Wisconsin. Allen has been in the financial services industry since 2015, and has experience working with a variety of firms including J.P. Morgan Securities LLC, Prudential Insurance Company of America, and Thrivent Financial. Allen holds licenses in multiple states, and offers services including financial planning, portfolio management, and educational seminars. Allen is passionate about helping individuals and families achieve their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Michael Wendt is a financial advisor with Cambridge Investment Research Advisors, Inc. Michael is a registered representative with the state of Wisconsin, and Texas. Michael has been in the financial industry since 2008. Before joining Cambridge Investment Research Advisors, Inc., Michael was a registered representative with Investment Centers of America, Inc. and Woodbury Financial Services, Inc. Michael has a Series 6, 7, 63 and 65 licenses. Michael specializes in portfolio management for individuals and businesses, as well as financial planning and pension consulting. Michael provides services to individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

William Neubauer is an investment advisor representative with Osaic Wealth, Inc., licensed in both Illinois and Wisconsin. William has been a registered professional in the securities industry since 1995. Prior to joining Osaic Wealth, Inc., William was registered with Securities America, Inc. in Wisconsin. William has experience in investment advisory services, financial planning, pension consulting, and educational seminars. William Neubauer is also a registered investment advisor representative with Securities America Advisors.

SPECIALIZATIONS