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4 advisors near
54555
within the area shown on the map
Out of 400,000+ nationwide
Aaron G
Series 63, Series 65
Phillips, WI
J. W. Cole Advisors, Inc.
Aaron Gago is a financial advisor at J.W. Cole Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Parkland Securities for nine years. In addition to his advisory role, he is president of Highland Money Management, an investment-related business. J.W. Cole Advisors is an SEC-registered firm serving individuals, charities, corporations, and retirement plans through a national network of over 400 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing discretionary and non-discretionary approaches that include fundamental and technical analysis, model portfolios, and digital advice platforms.
Robert A
Series 63, Series 65
Park Falls, WI
Raymond James Financial
Robert Anderson III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Prior to joining Raymond James in 2025, he worked at Commonwealth Financial Network, Level Four Advisory Services, and Harbor Financial Services. Outside of his advisory work, he serves as president of A Plus Plus Investments, Inc., a company he uses to manage his advisory and brokerage business. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, pension plans, and institutional clients. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports a large network of advisors with specialized services including municipal advisory work and SIMPLE IRA Employer Advisory programs.
Carl V
Series 66, Series 63
Park Falls, WI
Cambridge Investment Research Advisors
Carl Vandenburg is a financial advisor with Cambridge Investment Research Advisors, holding Series 66 and Series 63 credentials and bringing 29 years of industry experience. His career includes long-term roles at American Portfolios and The Mirimar Group, as well as ownership of a financial services firm and volunteer service as treasurer for a booster club. Cambridge Investment Research Advisors serves a diverse client base through independent Financial Professionals, offering financial planning, investment management, and retirement plan advisory services with both discretionary and non-discretionary approaches across multiple platform arrangements.
Matthew K
Series 66
Phillips, WI
OSAIC
Matthew Krueger is a financial advisor at OSAIC with seven years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services Inc. and Lakeside Financial Consultants, Inc. He also has experience in education, having worked at Lakeland Union High School and Lac Du Flambeau Public School District. OSAIC serves a broad range of clients including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through multiple platforms, utilizing asset-allocation tools, risk-tolerance questionnaires, and access to third-party money managers.
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Finding advisors...
4 advisors near
54555
within the area shown on the map
Out of 400,000+ nationwide