Top Wealth Management Advisors in Greater Milwaukee Area
Dave Emmerich
Associate Wealth Management Advisor
Greater Milwaukee Area
Associate Wealth Management Advisor
Associate Financial Representative
Partner Relations Consultant
Financial Representative
College Unit Director
Financial Analyst Intern
University of Wisconsin-La Crosse
Recommendations: 1
Life Insurance
Team Leadership
Retirement Planning
CRM
Customer Service
Financial Services
l****[email protected]
Morgan L. Kalinosky
Regional Sales Consultant
Greater Milwaukee Area
Regional Sales Consultant
Financial Representative
Associate Wealth Management Advisor
Plan Analysis and Compliance Reporting Specialist
Housing Consultant
Marquette University
Universidad Pontificia Comillas
Recommendations: 1
Series 63
Series 7
Finance
Marketing
Microsoft Excel
Microsoft Office
Event Planning
Customer Service
m****[email protected]
Ryan Heckman
Vice President & Senior Private Banking Relationship Manager
Greater Milwaukee Area
Vice President & Senior Private Banking Relationship Manager
Vice President & Private Banker
Vice President, Private Banking Relationship Manager & Team Leader
Vice President & Wealth Management Advisor
Upper Iowa University
Recommendations: 0
Private Banking
Loans
Budgeting
Deposits
Planning
Retail Banking
Wealth Management
Private Wealth Management
r****[email protected]
Scott Schwertfeger
Wealth Management Advisor
Greater Milwaukee Area
Wealth Management Advisor
Managing Director
University of Wisconsin-Madison - School of Business
Recommendations: 0
Finance
Investments
s****[email protected]
Melinda Wilke, CFP®, CLU®, ChFC, CASL, CLTC, CLF
Wealth Management Advisor
Greater Milwaukee Area
Wealth Management Advisor
Marquette University
Recommendations: 0
Strategic Financial Planning
Leadership
Finance
Management
Investments
Insurance
Strategic Planning
Mutual Funds
m****[email protected]
David Bier
Wealth Management Advisor, Senior Vice President-Wealth Management
Greater Milwaukee Area
Wealth Management Advisor, Senior Vice President-Wealth Management
University of Michigan
Recommendations: 0
d****[email protected]
Jeffrey Hoppenworth, CFP, CLU, ChFC, AEP
Founder/President/CEO
Greater Milwaukee Area
Founder/President/CEO
Associate Wealth Management Advisor w/ Christina I. Collins, CFP, CLU, ChFC, CASL, CLTC
Wealth Management Services Business Development Manager
Regional Sales Manager, Wholesaler, Home Office Wealth Management Advisor
Vice President/Financial Consultant
Vice President/Trust Officer
Assistant Vice President/Trust Officer
Trust Adminstrator
University of Northern Iowa
Recommendations: 0
Wealth Management
Estate Planning
Retirement
Retirement Planning
Insurance
Asset Allocation
401k
Mutual Funds
j****[email protected]
Hans Myklebust, CLU, ChFC, CFP, CASL
Wealth Management Advisor, Estate & Business Planning Specialist
Greater Milwaukee Area
Wealth Management Advisor, Estate & Business Planning Specialist
University of Wisconsin-Eau Claire
Recommendations: 0
Strategic Financial...
Leadership
Business Analysis
Finance
Business Planning
Securities
Account Management
Risk Management
h****[email protected]
