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James G
Series 65
River Falls, WI
Beacon Pointe Advisors, LLC
James Geissler is a financial advisor at Beacon Pointe Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Geissler CPA, Inc., Landmark Wealth Management Group, and Schechter Dokken Kanter CPAs. He maintains an active role at Geissler CPA, Inc. outside his advisory work. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, charitable organizations, and corporations. The firm utilizes a proprietary manager selection process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.
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