![Brianna Bratland, financial advisor Appleton WI](/img/ws/profile-blank-sq.png)
Brianna Bratland (CRD# 7535107) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has 1 year of experience in the finance industry.
![Jason Mc Glone, financial advisor Appleton WI](/img/ws/profile-blank-sq.png)
CRD# 3078445
Mcglone Suttner Wealth Management, Inc.
![Steven Adamski, financial advisor Appleton WI](/img/ws/profile-blank-sq.png)
CRD# 4323474
Lpl Financial LLC
![Rebecca Agamaite, financial advisor Appleton WI](/img/ws/profile-blank-sq.png)
CRD# 4997609
Advisors Management Group Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Children's Long Term Support Program | Green Bay, WI | Jun 2022 - Current | 2 |
Baird | Appleton, WI | Apr 2022 - Current | 2 |
Wisconsin Early Autism Project | Green Bay, WI | Aug 2019 - Feb 2022 | 2 |
Wisconsin Early Autism Project | Madison, WI | Oct 2015 - Aug 2019 | 3 |
Integrated Development Services | Madison, WI | Apr 2015 - Oct 2015 | < 1 |
Edgewood College | Madison, WI | Aug 2011 - May 2015 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- WI
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Total Assets Under Management287,515MILLIONS
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Total Number of Accounts331,500ACCOUNTS
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Average Account Value$867,315
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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