Invested Better
Advisors in Holmen, Wisconsin
13 Results
Unclaimed

Edward Jones | CFP ® (Certifications)

location

HOLMEN, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Barry Joseph Ploessl is a financial advisor with Edward Jones, a firm that has been serving individual investors for over 100 years. Barry has been in the financial industry since March 17, 2000. He earned his Series 7, Series 6 and Series 63 licenses. Barry holds a Certified Financial Planner designation and is registered in 17 states including Wisconsin, Minnesota, Texas and Colorado.

SPECIALIZATIONS

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

Packerland Brokerage Services, Inc.

location

Holmen, WI

experience

24 Years Experience

0 Disclosures

ADVISOR BIO

Ben Bosshart is a financial advisor with Packerland Brokerage Services, Inc. based in Holmen, Wisconsin. Ben has been in the industry since 2001, and has been registered with the firm since May 2017. Ben has a Series 6 and Series 63 license and is licensed to provide financial advice in eight states. Ben's specialties include financial planning, pension consulting, and educational seminars.

SPECIALIZATIONS

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

LPL Financial LLC

location

HOLMEN, WI

experience

25 Years Experience

disclosure

2 Disclosures

ADVISOR BIO

Bradley Mills is a financial advisor with over 30 years of experience in the financial services industry. Bradley is currently registered with LPL Financial LLC, a leading independent broker-dealer and financial advisory firm. Bradley has a wide range of experience in the financial industry, having previously worked at FSC Securities Corporation, Raymond James & Associates, Inc., UBS Financial Services Inc., Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Edward D. Jones & Co., L.P. Bradley is committed to providing personalized financial advice and guidance to help 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
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

Packerland Brokerage Services, Inc.

location

Holmen, WI

experience

25 Years Experience

0 Disclosures

ADVISOR BIO

Chad Steven Blank is a financial professional with over 22 years of experience in the industry. Chad is registered with Packerland Brokerage Services, Inc. in Holmen, Wisconsin. Chad has been with Packerland Brokerage Services, Inc. since December 2017 and previously held positions with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKLIN FINANCIAL SERVICES CORPORATION. Chad is a Series 6 and Series 63 licensed representative and holds the SIE exam designation. Chad specializes in providing financial advice and services to individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Edward Jones | CFP ® (Certifications)

location

HOLMEN, WI

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Cody Michael Hougom is a financial advisor with Edward Jones. Cody is a Certified Financial Planner™ professional who has been serving clients in the financial services industry since August 2019. Cody holds a Series 7TO, Series 66, and SIE licenses. Cody has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Cody is dedicated to helping clients achieve their financial goals. Cody is also a referee for USA Hockey.

SPECIALIZATIONS

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

Packerland Brokerage Services, Inc.

location

HOLMEN, WI

experience

47 Years Experience

disclosure

6 Disclosures

ADVISOR BIO

Edward Davig is a financial professional with over 40 years of experience in the industry. Edward has a strong background in providing financial planning and investment management services to individuals, high-net-worth individuals, families, and retirement plans. Edward is a registered representative of Packerland Brokerage Services, Inc. and holds a Series 7, Series 63, and Series 24 license. Edward is also a licensed insurance agent.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC | CFP ® (Certifications)

location

HOLMEN, WI

experience

28 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Eric Moen is a financial advisor with Cetera Investment Advisers LLC, based in Holmen, WI. Eric has been working in the financial services industry since 1997. Eric is a Certified Financial Planner and holds the following securities licenses: Series 6, Series 7, and Series 63. Eric has experience working with clients in a variety of industries, including individuals, corporations, and charitable organizations.

SPECIALIZATIONS

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

Principal Securities, Inc.

location

HOLMEN, WI

experience

12 Years Experience

0 Disclosures

ADVISOR BIO

Jess Jerome Humpal is an investment advisor representative with Principal Securities, Inc. Jess has been in the financial services industry since 2013 and has passed the Series 6, Series 63, Series 65 and SIE exams. Jess has a strong background in both investment and insurance products and is dedicated to providing their clients with comprehensive financial planning and investment services. Jess is registered with the following states: Arizona, Colorado, District of Columbia, Florida, Iowa, Kentucky, Michigan, Minnesota, South Dakota, and Wisconsin.

SPECIALIZATIONS

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

Holmen, WI

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Kristin Beseler is a financial advisor at Edward Jones. Kristin has been in the financial industry since September 24, 2020. Kristin has a Series 7, Series 66 and SIE license. Kristin's office is located in Holmen, Wisconsin.

SPECIALIZATIONS

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

Cetera Investment Advisers LLC

location

HOLMEN, WI

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Miranda Dearborn is a financial professional with Cetera Investment Advisers LLC. Miranda has been in the financial services industry for over 5 years and is licensed in Wisconsin. She is a Series 7TO and Series 66 licensed professional, and also holds the Securities Industry Essentials (SIE) designation. Prior to joining Cetera Investment Advisers LLC, Miranda worked at Bluff View Bank, providing marketing, social media and customer service support. Miranda is dedicated to providing her clients with financial advice and guidance that meets their specific needs and goals.

SPECIALIZATIONS

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

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