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99 advisors near
53548
within the area shown on the map
Out of 400,000+ nationwide
Deaken B
Series 66
Janesville, WI
LPL Financial
Deaken Bush is a financial advisor with LPL Financial, holding a Series 66 designation and based in Janesville, WI. He has experience working at Johnson Financial Group and LPL Financial since 2026. Outside of finance, he has been involved with Bodihow Brewing Company and Headquarters Bar and Grill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of strategies and technology tools to support its network of over 22,800 advisors.
Michael Z
Series 66
Brodhead, WI
Thrivent Investment Management
Michael Zweifel is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Brodhead, WI. He has one year of experience in financial advising and previously worked for Big Radio Group for 15 years. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under an option called “WealthPlan” while keeping services distinct.
Michael S
Series 63, Series 66
Janesville, WI
LPL Financial
Michael Schoeder is a financial advisor with LPL Financial in Janesville, WI, holding Series 63 and Series 66 designations and 34 years of industry experience. He has worked at LPL Financial since 2011 and Old National Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms such as the Bank Wealth Program.
Kristian L
Series 66
Brodhead, WI
Edward Jones
Kristian Lee is a financial advisor at Edward Jones with 14 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones since 2020. His prior experience includes roles at WEA Member Benefits from 2016 to 2019. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of over 23,000 advisors and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products.
Megan M
Series 66
Janesville, WI
Edward Jones
Megan Mc Carthy Cline is a Series 66-licensed financial advisor at Edward Jones with six years of industry experience. She has worked at Edward Jones since 2020 and previously spent 14 years at Blain Supply, Inc. Edward Jones is a full-service wealth management firm serving over four million individuals and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies, affiliated mutual funds, and other financial services through a nationwide network of more than 23,700 advisors.
Kari D
Series 66
Janesville, WI
Robert Baird & Co.
Kari Drascic is a financial advisor at Robert Baird & Co. with nine years of industry experience. She has been with Robert Baird & Co. since 2016 and holds a Series 66 designation. Kari is part of the DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, institutions, and charitable organizations. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, separately managed accounts, and a range of traditional and alternative investment strategies.
Cari H
Series 63, Series 65
Milton, WI
Edward Jones
Cari Henning is a financial advisor with Edward Jones in Milton, WI, holding Series 63 and Series 65 designations and having 22 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a wide range of advisory services supported by a network of approximately 23,701 advisors and 15,121 branches. The firm provides discretionary and non-discretionary investment strategies, including access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.
Anne S
Series 66
Janesville, WI
Wells Fargo Clearing
Anne Schumacher is a financial advisor at Wells Fargo Clearing with a Series 66 designation and one year of industry experience. Prior to joining Wells Fargo, she worked at Direct Supply for six years and has held positions at the University of Wisconsin La Crosse and Kwik Trip. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.
Thomas L
CFP®, Series 66
Janesville, WI
Edward Jones
Thomas Lindell is a financial advisor with Edward Jones in Janesville, WI, holding CFP® and Series 66 designations and bringing 12 years of industry experience. He worked at Invest Financial from 2013 to 2017 before joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Gabriel S
Series 66
Janesville, WI
Edward Jones
Gabriel Szerlong is a financial advisor at Edward Jones in Janesville, WI, holding a Series 66 designation with seven years of industry experience. Prior to his current role, he worked at The Mens Wearhouse and held positions with the State of Wisconsin and a political campaign. He has concurrent business activities with The Mens Wearhouse. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad range of financial needs. The firm offers various investment strategies, including discretionary and non-discretionary managed solutions, and operates under a fiduciary standard with approximately $1.01 trillion in assets under management.
Branden J
Series 66
Beloit, WI
Edward Jones
Branden Johnson is a Series 66 licensed financial advisor with Edward Jones in Beloit, WI, and has six years of industry experience. Prior to joining Edward Jones in 2019, he worked at World Cup Packing for six years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of more than 23,000 financial advisors.
Stacey W
Series 63, Series 66
Janesville, WI
Wells Fargo Advisors
Stacey Wiedenmeier is a financial advisor with Wells Fargo Advisors, holding Series 63 and Series 66 designations and possessing 11 years of industry experience. She has worked at Wells Fargo Clearing Services since 2018 and previously at BMO Harris from 2010 to 2018. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning services that include cash-flow, retirement, education, and specialized planning areas, using proprietary research and planning tools to develop tailored recommendations.
Joel O
Series 66
Beloit, WI
Thrivent Investment Management
Joel Otto is a financial advisor with Thrivent Investment Management in Beloit, WI, holding a Series 66 credential and seven years of industry experience. He has been with Thrivent Financial and Thrivent Investment Management since 2019. Outside of his advisory role, he serves on multiple nonprofit boards in the Beloit area, including Beloit Cares, Willow Women’s Center, and Outdoor Outreach, and occasionally sells sports cards through online platforms. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary portfolio management or institutional client services.
Michael R
Series 66
Janesville, WI
LPL Financial
Michael Rowley is a financial advisor with LPL Financial in Janesville, WI, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Johnson Financial Group and Retirement Income Strategies. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment strategies and operational support tools.
Dawson D
Series 66
Janesville, WI
Robert Baird & Co.
Dawson Dahlberg is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds the Series 66 designation and has been with Robert Baird since 2020, following prior work at North Shore Country Club and a period focused on full-time education. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients with a range of consulting and portfolio management services tailored to client goals and risk tolerances.
Ezra R
Series 66, Series 63
Edgerton, WI
Edward Jones
Ezra Robinson is a financial advisor at Edward Jones with Series 66 and Series 63 licenses and three years of industry experience. He previously held positions at Chase Bank and has a varied background including service in the Airforce and work at Moody Bible Institute. Outside of his advisory role, he owns a moving and contracting business called The Caring Brothers. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branches.
Derek H
Series 66
Janesville, WI
Wells Fargo Clearing
Derek Hahn is a financial advisor with Wells Fargo Clearing in Janesville, WI, holding a Series 66 designation and having 19 years of industry experience. His career includes roles at BMO Harris Financial Advisors, BMO Harris Bank, and M&I Financial entities. He serves as treasurer for Mt. Calvary Lutheran Church, overseeing finances and participating in governance. Wells Fargo Advisors is a national securities firm offering investment advisory, financial planning, and retirement plan consulting services to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions supported by research and analytics grounded in diversification and modern portfolio theory.
Alec S
Series 66
Milton, WI
Thrivent Investment Management
Alec Schutz is a financial advisor with Thrivent Investment Management, holding a Series 66 credential and four years of industry experience. He has worked in various roles at Thrivent and related firms since 2021. Outside of his advisory work, Alec participates as a bugler in the Veterans of Foreign Wars Honor Guard and leads the evangelism committee at Hope Lutheran Church in Milton, WI. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm focuses on goal-based planning across a wide range of topics and offers clients the option to combine planning with managed-account services under a consolidated billing arrangement.
Derek G
Series 63, Series 65
Janesville, WI
Robert Baird & Co.
Derek Greene is a financial advisor with Robert W. Baird & Co. in Janesville, WI, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Robert W. Baird since 2006. Outside of his advisory role, Greene is involved in dog breeding and training and serves as a director for the Boy Scouts of America in Madison, WI. He is part of the DDK Group within Robert W. Baird’s Private Wealth Management practice, which advises a range of clients including individuals, families, pensions, corporations, and charitable organizations. The group offers customized financial planning, portfolio management, and a variety of investment strategies that incorporate both traditional and non-traditional asset classes.
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99 advisors near
53548
within the area shown on the map
Out of 400,000+ nationwide