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126 advisors near
53523
within the area shown on the map
Out of 400,000+ nationwide
Ryan G
CFP®, Series 66
Stoughton, WI
Thrivent Investment Management
Ryan Gerth is a CFP® professional with 11 years of experience at Thrivent Investment Management. He has been with Thrivent Financial since 2015. Outside of his advisory role, he serves as President of Eastside Evangelical Lutheran Church and is an Alumni Advisor for Lambda Chi Alpha, mentoring chapter officers. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing comprehensive, goal-based financial planning without discretionary portfolio management. The firm allows clients to combine planning with managed-account services under a consolidated billing option while keeping the services separate.
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.
Aaron G
Series 63
Lake Mills, WI
Edward Jones
Aaron Genthe is a financial advisor at Edward Jones with 29 years of industry experience. He has been with Edward Jones since 1999 and holds the Series 63 designation. Outside of his advisory role, he serves as President and currently as Director At-Large of the Lake Mills Area Community Foundation, where he manages an eight-person board overseeing community donations and grants. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual households and institutional clients. The firm offers a range of advisory programs and investment options supported by a large national network of advisors and branch offices.
Terrance J
Series 66
Cottage Grove, WI
LPL Financial
Terrance Johnson is a financial advisor at LPL Financial with 13 years of industry experience. He holds a Series 66 credential and has worked at firms including J.P. Morgan Chase, GWFS Equities, and TD Ameritrade. Outside of his financial advisory role, he provides non-investment related support by assisting with grocery shopping, light house cleaning, and transportation for his disabled mother. 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 supported by advanced operational tools and manages over $819 billion in discretionary assets through a large network of advisors.
Ethan S
Series 66
Lake Mills, WI
Edward Jones
Ethan Schmidt is a Series 66-licensed financial advisor with Edward Jones, based in Lake Mills, WI, and has three years of industry experience. His prior roles include positions at Summit Credit Union, Retirement Income Strategies, and Mutual of Omaha Investor Services and Insurance Company. 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 financial advisors and branch offices.
Phillip K
CFP®, Series 66
Stoughton, WI
Edward Jones
Phillip Knutson is a CFP® professional with 12 years of industry experience, currently advising clients at Edward Jones since 2013. He holds a Series 66 license and is based in Stoughton, Wisconsin. 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 with a broad network of more than 23,700 financial advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
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Finding advisors...
126 advisors near
53523
within the area shown on the map
Out of 400,000+ nationwide