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76 advisors near
54935
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Out of 400,000+ nationwide
Jack C
Series 63, Series 66
Fond Du Lac, WI
LPL Financial
Jack Cole is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and three years of industry experience. He previously worked at Craig-Hallum Capital Group and has a background that includes experience at the University of St. Thomas and Cole Oil & Propane. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a wide network of representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by extensive research and technology.
Ethan D
Series 66
Fond Du Lac, WI
Cetera
Ethan Diederich is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His background includes roles in education at the University of Wisconsin Oshkosh and Moraine Park Technical College, as well as experience in accounting and health rehabilitation through his work with Vesta and Harbor Haven Health and Rehabilitation. Cetera Investment Advisers LLC is an SEC-registered firm that serves a wide range of clients including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary investment approaches.
Chad F
Series 63, Series 66
Fond Du Lac, WI
OSAIC
Chad Feucht is a financial advisor with OSAIC in Fond Du Lac, WI, holding Series 63 and Series 66 designations and 31 years of industry experience. He previously worked at Woodbury Financial Services Inc and National Planning Corporation. Outside of his advisory role, Feucht is president and CEO of Feucht Financial Group LLC, which provides tax planning, preparation, and accounting services, and he owns an aircraft sales and leasing business. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors, offering integrated brokerage, investment advisory, and financial planning services with access to multiple advisory platforms and third-party money managers.
Patrick E
Series 66
Fond Du Lac, WI
Edward Jones
Patrick Ellestad is a financial advisor at Edward Jones in Fond Du Lac, WI, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of discretionary and non-discretionary investment strategies alongside affiliated mutual funds and tax-efficient services.
Paul B
Series 66
Fond Du Lac, WI
OSAIC
Paul Bilitz is a financial advisor with OSAIC, holding a Series 66 designation and 21 years of industry experience. He previously worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. In addition to his advisory role, Bilitz engages in producing fixed annuities and non-variable insurance products through a separate business. OSAIC serves a diverse client base including individuals, high-net-worth investors, and institutions, offering a range of integrated brokerage and advisory services. The firm utilizes advanced asset-allocation tools and supports multiple advisory platforms, combining proprietary resources with third-party solutions to manage portfolios across various asset classes.
Jeffrey W
Series 66
Fond Du Lac, WI
Edward Jones
Jeffrey Wills is a financial advisor with Edward Jones in Fond Du Lac, Wisconsin. He holds a Series 66 designation and has 12 years of industry experience, all of which he has spent with Edward Jones since 2013. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Michael K
Series 63, Series 65
Fond Du Lac, WI
RBC Capital Markets
Michael Korb is a financial advisor with RBC Capital Markets based in Fond Du Lac, Wisconsin, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at City National Bank, Wells Fargo Clearing, and Wells Fargo Advisors. Outside of his advisory work, Korb serves on the board and executive committee of the Blue Line Family Ice Center and is involved in philanthropic and community organizations such as Second Helpings and the Korb Family Foundation. RBC Wealth Management, a division of RBC Capital Markets, provides financial planning, portfolio management, and brokerage services to a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized investment strategies implemented through a combination of in-house and third-party managers, supported by a range of advisory programs and integrated capital markets capabilities.
Gerald R
Series 66
Fond Du Lac, WI
J.P. Morgan Securities
Gerald Resop is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and JPMorgan Chase Bank, NA since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with broker-dealer and investment adviser registrations to deliver a range of advisory and brokerage services.
Patrick B
Series 63, Series 65
Fond Du Lac, WI
LPL Financial
Patrick Broeske is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. He has been with LPL Financial and its predecessor entities since 2002. Broeske is also involved in managing Lakeside Wealth Management, LLC, where he allocates approximately half of his professional time. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.
Bennett B
Series 66
Fond Du Lac, WI
LPL Financial
Bennett Broeske is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. His career includes four years at LPL Financial and prior roles in education at St. Norbert College and Lomira High School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management with access to model portfolios, research, and various investment strategies.
Brady M
Series 66
Fond Du Lac, WI
OSAIC
Brady Madigan is a financial advisor at OSAIC with a Series 66 designation and over four years of experience in the financial services industry, including roles at Feucht Financial Group and Rural Mutual Insurance Company. Outside of finance, he coaches junior varsity baseball for the Rosendale-Brandon School District and works as a tax professional with Feucht Financial Group. OSAIC Wealth, Inc. serves a diverse client base ranging from individual investors to institutions, offering integrated brokerage and advisory services through a large network of advisors. The firm employs various asset allocation tools and supports both discretionary and non-discretionary account management across multiple investment platforms.
Kristen C
Series 66
Fort Du Lac, WI
Raymond James Financial
Kristen Crass is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at several firms including OSAIC and Onward Financial Network, where she is also involved in a non-investment business activity. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and supports municipal and public finance work through its affiliation with a municipal advisor.
Claire T
Series 66
Fond Du Lac, WI
Ameriprise
Claire Tienor is a financial advisor at Ameriprise with two years of industry experience. She holds a Series 66 designation and has held various roles prior to her current position, including work at Walgreens and Cor-Tech, LLC. Tienor was also involved with the Fond du Lac Dock Spiders in 2021. Ameriprise Financial Services is a large advisory firm serving both individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service. The firm provides written Recommendation Reports and annual advice focused on income sources and tax-aware withdrawal strategies, using a combination of internal research, third-party data, and algorithmic tools.
Jennifer R
CFP®, Series 63
Fond Du Lac, WI
Raymond James Financial
Jennifer Riedeman is a CFP®-certified financial advisor with 26 years of industry experience. She has been with Raymond James Financial since 2009 and has also worked with National Exchange Bank and Trust since 2001. Outside of her advisory work, she serves as the president of the Rosendale-Brandon School Board. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary advisory services and supports a large network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.
William S
Series 66
Fond Du Lac, WI
Ameriprise
William Stroede is a financial advisor with Ameriprise in Winneconne, WI, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2007. Outside of his advisory role, Stroede coaches junior varsity basketball. Ameriprise serves clients primarily through its retirement-income planning service, targeting individuals with substantial investable assets and offering detailed, research-driven income and tax strategies alongside a broad range of advisory, brokerage, and insurance solutions.
John W
Series 63, Series 65
Fond Du Lac, WI
RBC Capital Markets
John Welsch is a financial advisor at RBC Capital Markets with 36 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of finance, he has involvement in an online furniture sales business. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies, utilizing both in-house and third-party managers along with a range of portfolio management and financial planning services.
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Finding advisors...
76 advisors near
54935
within the area shown on the map
Out of 400,000+ nationwide