ADVISOR BIO

Alise Jablonsky is a financial advisor with Ameriprise Financial Services, LLC, working out of the Minocqua office. She is registered with the state of Wisconsin and holds Series 7, SIE and Series 66 licenses. Alise has been working in the financial services industry since 2015. Alise specializes in providing a range of financial services including portfolio management for individuals and businesses, financial planning, and pension consulting. Ameriprise Financial Services, LLC is an investment advisory firm with over $479 billion in assets under management. The firm provides financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and institutions.

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ADVISOR BIO

Amanda Krueger is a registered representative with RBC Capital Markets, LLC. Amanda has been in the industry since 2022. Amanda Krueger is registered in 30 states and is a licensed Investment Advisor Representative in Texas and Wisconsin. Amanda Krueger is a member of FINRA and the Securities Investor Protection Corporation (SIPC). Amanda Krueger has specialized in providing investment advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.

SPECIALIZATIONS

ADVISOR BIO

Andrew Schroeder is a financial advisor associated with Safeguard Wealth Management. Andrew has been in the industry for 6 years, and currently holds a series 65 registration. Andrew holds a Chartered Financial Analyst designation. Andrew is also registered as a registered investment advisor in Florida, Michigan, Texas and Wisconsin. The firm manages approximately $338,531,289 in assets. Andrew provides financial planning and portfolio management services to individuals and high net worth individuals.

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ADVISOR BIO

Anthony Hellenbrand is a financial advisor at Safeguard Wealth Management, specializing in providing financial advice to individuals and high net worth individuals. Anthony has been in the financial industry since 2010 and has a broad range of experience working with individuals and families in Wisconsin, Arizona, and California. Anthony is a Certified Financial Planner and holds Series 6, 63, 65, and 26 licenses. Anthony currently works in the Minocqua, WI branch office of Safeguard Wealth Management.

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ADVISOR BIO

Brian Nerdahl is a financial advisor with Edward Jones. Brian has been in the financial industry since July 10, 2006. Brian holds the Series 7 and 63 securities licenses, and the SIE exam. Brian's office is located in Minocqua, WI. Brian is registered to provide investment advice in Arizona, Arkansas, California, Florida, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New Mexico, and Wisconsin.

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ADVISOR BIO

Christine Ullius is a financial advisor with RBC Capital Markets, LLC. Christine has been in the financial services industry since 1996. Christine has been registered with RBC Capital Markets, LLC since 2019. Christine previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated.

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ADVISOR BIO

Clara Metz is a financial advisor at Morgan Stanley. Clara has been in the financial industry for 1 year and holds the Series 7, Series 66 and SIE licenses. Clara holds registrations in Arizona, California, Colorado, Delaware, Florida, Georgia, Illinois, Kentucky, Louisiana, Maryland, Minnesota, Missouri, New Hampshire, South Dakota, Tennessee, Texas, Utah, Virginia and Wisconsin. Clara is also a member of the Lakeland Rotary. Clara is dedicated to providing her clients with personalized financial advice and investment strategies that meet their specific needs.

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ADVISOR BIO

Frederick Gary Wotruba is a financial advisor with RBC Capital Markets, LLC. He is registered with FINRA and the state of Wisconsin. Frederick has been in the financial services industry since 2007. He has experience working with various clients, including high-net-worth individuals, corporations, and pension plans. Frederick offers financial planning services, portfolio management, and selection of other advisors. He is also a Committee Member for Ascension Lutheran Church.

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ADVISOR BIO

George Edward Miller is a financial advisor with Osaic Wealth, Inc. based in Minocqua, WI. George has over 18 years of experience in the financial services industry. George has a Series 7, Series 6, Series 63, and Series 66 license and holds a SIE designation. George previously worked at Woodbury Financial Services, Inc. and SII INVESTMENTS, INC.. George provides financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

George Julius Follstad is an active advisor associated with Principal Securities, Inc. George Julius Follstad has been in the industry since 1978 and has passed several industry exams, including Series 63, Series 65, Series 7, Series 6, and Series 1. George Julius Follstad also holds a Series 24. George Julius Follstad has been registered with Principal Securities, Inc. since 2016. George Julius Follstad has been previously registered with CATHOLIC KNIGHTS INVESTMENT CORPORATION. George Julius Follstad is currently registered in Alabama, Arizona, Colorado, Florida, Georgia, Illinois, Utah, and Wisconsin. George Julius Follstad specializes in providing financial planning and portfolio management services. George Julius Follstad also has experience in providing educational seminars and selection of other advisors. George Julius Follstad's current firm, Principal Securities, Inc., is a large firm with a wide range of services and resources available.

SPECIALIZATIONS