ADVISOR BIO

Amanda Zuiker is a financial advisor who has been in the industry since 2018. Amanda is registered with Ameriprise Financial Services, LLC and is licensed to provide financial advice in Arizona, Missouri, New York, Texas, and Wisconsin. Amanda provides a variety of financial services, including financial planning, asset allocation, pension consulting, educational seminars, and portfolio management. Amanda has a strong background in the financial services industry, and is committed to providing her clients with the highest level of service.

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ADVISOR BIO

Daniel Michael Guck is a financial advisor with over 20 years of experience in the financial services industry. Daniel is currently a registered representative with Osaic Wealth, Inc. Daniel holds several licenses and certifications including Series 6, 7, 63, and 66. Daniel has been working with clients in the Wisconsin Rapids area since 2000. In addition to working with Osaic Wealth, Inc., Daniel is also the owner of Guck Financial & Insurance Services LLC and Legacy Accounting & Financial Services LLC. Daniel specializes in financial planning, portfolio management, and insurance and is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Gregory Henry Schield is a financial advisor with Ameriprise Financial Services, LLC. Gregory has been in the financial services industry since 1983 and has a wide range of experience in providing investment advice and financial planning services to individuals, families, businesses and retirement plans. Gregory holds the Series 6, 7, 22 and 63 licenses as well as the SIE exam. Gregory is also a Certified Financial Planner. In addition to his work with Ameriprise, Gregory is a board member of a local non-profit and is an active member of his community.

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ADVISOR BIO

Jared Scheunemann is a financial advisor with Osaic Wealth, Inc. in Wisconsin Rapids, WI. Jared is a registered representative and investment advisor representative, holding Series 7 and Series 66 licenses. Jared has been in the industry since 2017. Jared is also a Senior Accountant at Legacy Accounting and Financial Services LLC.

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ADVISOR BIO

Jason Kraemer is a financial advisor at Ameriprise Financial Services, LLC. Jason has been in the financial industry since January 23, 2003. Jason is registered with the state of Wisconsin. Jason also holds Series 7 and Series 66 securities licenses and is a Certified Financial Planner. Jason is dedicated to helping clients achieve their financial goals.

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ADVISOR BIO

Jordan Kawlewski is an investment advisor representative with Ameriprise Financial Services, LLC. Jordan has been in the industry since 2019 and holds a Series 7TO, Series 66, and SIE license. Jordan is registered in Arizona, Arkansas, California, Colorado, Florida, Illinois, Indiana, Iowa, Kansas, Maryland, Massachusetts, Michigan, Minnesota, Montana, Nebraska, Tennessee, Utah, and Wisconsin. Prior to joining Ameriprise Financial Services, LLC, Jordan was with RBC CAPITAL MARKETS, LLC and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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ADVISOR BIO

Kathryn Lea Jacobs is a financial advisor with over 20 years of experience in the industry. Kathryn is registered with Ameriprise Financial Services, LLC and holds Series 63, Series 7 and SIE licenses. Kathryn is also a registered Investment Advisor in Wisconsin and Texas. Kathryn's prior experience includes working at IDS Life Insurance Company and Citigroup Global Markets Inc. Kathryn has a broad range of experience working with a variety of clients including individuals, high-net-worth individuals, corporations, trusts, estates, insurance companies, charitable organizations, and pension plans. Kathryn is committed to providing personalized financial advice to help clients achieve their financial goals.

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ADVISOR BIO

Logan Boettcher is an investment advisor representative associated with Ameriprise Financial Services, LLC. Logan is a registered investment advisor in Wisconsin and holds Series 63, 65, 7TO and SIE securities licenses. Logan's professional experience includes roles with various organizations such as WRPS District, ReMax Connect, Ace Hardware, UW - Madison, Sand Valley Golf Resort, Door County Medical Center, Filbrandt Wealth Management, and Ameriprise Financial Services, LLC. Logan offers various services including financial planning, pension consulting, educational seminars, and portfolio management for both businesses and individuals.

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ADVISOR BIO

Mathew Colemer is a financial advisor with Ameriprise Financial Services, LLC. Mathew has been in the industry since 2012 and is registered to offer investment advice in Wisconsin and Texas. He is also registered as a general securities representative with FINRA. Mathew specializes in financial planning, pension consulting, asset allocation services, and portfolio management for businesses and individuals. He offers services to clients including corporations, individuals, trusts, charitable organizations, insurance companies, and pension plans.

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ADVISOR BIO

Michelle Keyzer is a financial advisor with Raymond James Financial Services Advisors, Inc., based in Wisconsin Rapids, Wisconsin. Michelle has been in the financial industry since 2003 and has a wide range of experience working with both individual and institutional clients. Michelle holds the Series 7, Series 24 and Series 63 licenses, as well as the SIE exam. Michelle specializes in providing financial planning, portfolio management and investment advice.

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