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2 advisors near 54555
Out of 400,000+ nationwide
Aaron G
Series 63, Series 65
Phillips, WI
J. W. Cole Advisors, Inc.
Aaron Gago is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Parkland Securities for nine years. In addition to his advisory role, he is president of Highland Money Management, an investment-related business. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.
Matthew K
Series 66
Phillips, WI
OSAIC
Matthew Krueger is a financial advisor with OSAIC, holding a Series 66 designation and six years of industry experience. He previously worked at Woodbury Financial Services and has experience with Lakeside Financial Consultants. Outside of his advisory role, he is an owner of an investment advisory firm, Pioneer Financial Consultants. OSAIC Wealth, Inc. is an SEC-registered investment adviser and FINRA member broker-dealer that serves a broad client base including individual investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory and brokerage services supported by advanced portfolio management tools and access to multiple custodial platforms.
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2 advisors near 54555
Out of 400,000+ nationwide