Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Robert W. Baird & Co. Inc.

location

Houston - Memorial City, TX

experience

11 Years Experience

0 Disclosures

ADVISOR BIO

Angela Wingfield is a financial advisor at Robert W. Baird & Co. Inc. Angela has been in the financial services industry since March 2014. Angela is registered with the state of Texas as a Registered Representative. Angela is also registered in a number of other states as a Registered Representative. Angela specializes in providing investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Angela has a strong track record of success in helping clients achieve their financial goals.

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

Creative Planning

location

OVERLAND PARK, KS

0 Disclosures

ADVISOR BIO

Angela Jamieson Hankins is an investment advisor representative with Creative Planning. Angela is licensed in Kansas. Angela has been in the industry since July 2016. Angela has a Series 65 license and is a registered investment advisor in Kansas. Angela is also a Real Estate Agent with Platinum Realty.

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

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Angela M. Tyo is a financial advisor with over 20 years of experience in the industry. Angela is currently registered with RBC Capital Markets, LLC and is a registered representative. Previously, Angela was a financial advisor with Ameriprise Financial Services, Inc., U.S. Bancorp Investments, Inc., and TCF Investments, Inc. Angela has a wide range of experience in financial planning, portfolio management, and investment advisory services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC | CFP ® (Certifications)

location

Wayzata, MN

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

Angela Jo Kiefer is a financial advisor with over 38 years of experience in the financial services industry. Angela Jo Kiefer is currently registered with RBC Capital Markets, LLC and is licensed in several states across the US. Angela Jo Kiefer has previously worked at WELLS FARGO ADVISORS, LLC, RBC DAIN RAUSCHER INC., and JOHN G. KINNARD AND COMPANY, INCORPORATED. Angela Jo Kiefer holds several professional designations including the Certified Financial Planner designation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

MALVERN, PA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Dahlman is a financial professional with over 20 years of experience in the financial services industry. Angela is currently a registered representative and investment advisor representative with Vanguard Advisers, Inc., where she has worked since 2023. Angela has a strong background in providing financial planning and investment management services to individuals and families, as well as charitable organizations, pension and profit-sharing plans, and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

GRASS VALLEY, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Angela Kropf is a registered representative with Stifel, Nicolaus & Company, Inc. Angela has been in the industry since January 29, 2016. Angela holds the Series 7, Series 63 and SIE licenses. Angela is registered in 29 states and has over 7 years of experience in the financial services industry. Angela specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for 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 Pooled Investment Vehicles
Unclaimed

Prairie Capital Management Group, LLC

location

Kansas City, MO

0 Disclosures

ADVISOR BIO

Angela Dawn Robertson is a Registered Representative with Prairie Capital Management Group, LLC. Angela is a financial advisor with over a decade of experience in the industry. Angela is registered with the state of Missouri. Prior to her current role at Prairie Capital Management Group, LLC, Angela has worked at UMB FINANCIAL SERVICES, INC. and GEORGE K. BAUM & COMPANY.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CREDIT AND CASH MGMT SOLUTIONS AND INSURANCE SOLUTIONS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Stifel, Nicolaus & Company, Inc.

location

BROOKFIELD, WI

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Johnson is a financial advisor with Stifel, Nicolaus & Company, Inc., licensed to provide financial advice in Wisconsin and Texas. Angela has been in the industry since 2008. She is a Series 7 and Series 63 holder, as well as a Series 65 qualified Investment Advisor Representative. In addition to providing financial advice, Angela also provides financial planning, educational seminars, and portfolio management for both businesses and individuals. Prior to joining Stifel, Nicolaus & Company, Inc., Angela was employed by B.C. Ziegler and Company and Wells Fargo 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
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Blackrock Investment Management, LLC

location

PRINCETON, NJ

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Librizzi is a financial advisor with Blackrock Investment Management, LLC. She is registered to offer investment advice in both Florida and New Jersey. Angela has been in the financial services industry for over 20 years and specializes in providing investment advice to high net worth individuals, corporations, and investment companies. Angela holds the Series 7, Series 24, Series 31 and SIE licenses.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

MINNEAPOLIS, MN

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Angela Marie Engen is a financial advisor with RBC Capital Markets, LLC. Angela has been in the financial industry since 2004 and has experience working with Ameriprise Financial Services, Inc., IDS Life Insurance Company, and Wells Fargo Investments, LLC. Angela holds a Series 66, Series 24, Series 7, and SIE license. She is currently registered with the state of Minnesota and California. Angela specializes in providing financial planning services to individuals, corporations, and other businesses. She also provides portfolio management services for individuals, businesses, and pooled investment vehicles. Angela has a strong commitment to helping her clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles

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