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110 advisors near
53563
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Out of 400,000+ nationwide
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.
Stacey W
Series 63, Series 66
Janesville, WI
Wells Fargo Advisors
Stacey Wiedenmeier is a financial advisor with Wells Fargo Advisors in Janesville, WI, holding Series 63 and Series 66 designations and having 10 years of industry experience. Prior to her current role with Wells Fargo Advisors Financial Network, she worked at Wells Fargo Clearing Services LLC and BMO Harris. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including niche areas like business-owner transition planning and special-needs analysis, utilizing Wells Fargo research and planning tools to develop tailored recommendations.
Michael R
Series 66
Janesville, WI
LPL Financial
Michael Rowley is a financial advisor at LPL Financial in Janesville, WI, holding a Series 66 designation with two years of industry experience. He has worked at firms including Johnson Financial Group and Retirement Income Strategies. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.
Brittany S
Series 66
Whitewater, WI
Edward Jones
Brittany Skelton is a financial advisor at Edward Jones in Whitewater, WI, holding a Series 66 designation. She has experience working at Edward Jones since 2022 and previously held roles in the wellness and personal care industries. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies. The firm manages approximately $1.01 trillion in assets and supports its clients through a large network of financial advisors and branch offices nationwide.
Kent H
Series 66
Whitewater, WI
Edward Jones
Kent Hutchins is a Series 66 licensed financial advisor with Edward Jones in Whitewater, WI, and has 18 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he manages short-term rental properties, including an Airbnb in Whitewater and a condo rental in Lake Geneva. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm has a large nationwide network of financial advisors and offers additional capabilities such as trust services and securities-based lending.
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 two years of industry experience. His prior work includes roles at Chase Bank and various positions outside finance, including military service in the Air Force and employment at Amazon. He is also the owner of The Caring Brothers, a moving and contracting business based in Janesville, WI. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.
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 at Thrivent Investment Management with three years of industry experience. He holds the Series 66 designation and has previously worked at firms including Cetera and Uber. Outside of his advisory role, Schutz serves as a bugler for VFW Post 2708 and leads an evangelism committee at Hope Lutheran Church. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority. The firm offers a planning and managed-account program known as “WealthPlan,” combining these services under a consolidated billing option.
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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Finding advisors...
110 advisors near
53563
within the area shown on the map
Out of 400,000+ nationwide