Top Wholesalers in Greater Milwaukee Area
Benjamin Moen, CLU, ChFC
Regional Director
Greater Milwaukee Area
Regional Director
Regional Wholesaler - Annuities
Internal Wholesaler
Financial Advisor and Intern
Regional Wholesaler
Boston University
University of Wisconsin-Whitewater
Recommendations: 4
Sales
Investment Advisory
CRM
Series 7
Mutual Funds
Leadership
Time Management
Sales Management
b****[email protected]
Jason Volkoff
Corporate Retirement Specialist/Institutional Sales
Greater Milwaukee Area
Corporate Retirement Specialist/Institutional Sales
Wholesaler
University of Wisconsin-Milwaukee
MUHS
Recommendations: 3
Retirement Planning
Mutual Funds
Investments
Series 7
Asset Allocation
Financial Advisory
Retirement
Insurance
j****[email protected]
Jerry Rossi
Vice President - Territory Sales
Greater Milwaukee Area
Vice President - Territory Sales
Board member
Wholesaler
Internal Wholesaler
Bethel University
Recommendations: 0
Series 7
Mutual Funds
Investments
Series 63
Alternative Investments
Asset Allocation
Finance
Financial Advisory
j****[email protected]
Christopher Barlow, CFA
National Director, Defined Contribution Investments
Greater Milwaukee Area
National Director, Defined Contribution Investments
Retirement Plan Specialist/Senior Defined Contribution Executive
Institutional Client Relationship Manager
Vice President--Institutional Sales
Regional Vice President
Regional Vice President
Regional Consultant/External Wholesaler
Internal Wholesaler/Managed Account Specialist
Brigham Young University
Recommendations: 0
c****[email protected]
AMY HESSENAUER
Financial Advisor | Vice President-Investments at Wells Fargo Advisors, LLC
Greater Milwaukee Area
Financial Advisor | Vice President-Investments at Wells Fargo Advisors, LLC
Vice President
Vice President
Vice President
Mutual Fund Wholesaler
Sales Manager | Retirement Specialist | Registered Representative
Marquette University
Marquette University
Janesville Craig High School
Recommendations: 0
Investments
Financial Services
Retirement Planning
Estate Investment Planning
Strategic Planning
Marketing Strategy
Sales Management
Business Coaching
a****[email protected]
a****[email protected]
Adam Wall
Regional Vice President
Greater Milwaukee Area
Regional Vice President
Sales Vice President
Life Wholesaler
Executive Benefits Analyst
University of Wisconsin-Eau Claire
Recommendations: 0
Series 7
CLU
ChFC
ING America Equities, Inc.
a****[email protected]
Chris Spigelmeyer
Regional Marketing Director - External Wholesaler - Wisconsin and Upper Peninsula of Michigan
Greater Milwaukee Area
Regional Marketing Director - External Wholesaler - Wisconsin and Upper Peninsula of Michigan
Senior Regional Marketing Associate
Regional Marketing Associate - Internal Wholesaler
Dealer Marketing Services
Indiana University of Pennsylvania
Shikellamy
Recommendations: 0
Series 63
Series 6
Series 7
Mutual Funds
FINRA
Alternative Investments
Asset Allocation
Fixed Income
c****[email protected]
Julius III
Partner
Greater Milwaukee Area
Partner
Owner
Trader & Wholesaler
Fraud Specialist
Rufus King High School
Recommendations: 0
Investments
Real Estate
Residential
Real Estate Investment
Investors
Real Estate Transactions
REO
Funding
j****[email protected]
Kathleen Gill
Chief Investment Officer
Greater Milwaukee Area
Chief Investment Officer
VP - Senior Advisor Consultant
Senior Internal Wholesaler
Internal Wholesaler
Project Manager
University of Wisconsin-Madison - School of Business
Recommendations: 0
Mutual Funds
Series 7
Series 63
Investments
Asset Allocation
Wealth Management
Alternative Investments
Series 6
k*****@frk.com
k****[email protected]
