Congratulations to Gillian Lazzarini, Client Service / Marketing Associate, for passing the Series 65 Uniform Investment Law Examination in December, 2017!
Congratulations to Brad O’Loughlin, Financial Planning/Client Relationships Associate, for becoming a state of Wisconsin Insurance License holder.
Congratulations to Connor Showalter, Research Analyst, for passing the first level of the Chartered Financial Analyst (CFA) Designation program in January 2017!
Congratulations to Brad O'Loughlin, Financial Planning Associate, for passing the CERTIFIED FINANCIAL PLANNER™ (CFP®) Certification Examination in November 2016!
Congratulations to Mike Bogard, Business Development / Client Service Associate, for passing the Series 65 Uniform Investment Law Examination in October 2016. Also, Mike is currently a Level III candidate of the CFA program.
Congratulations to Brad O'Loughlin, Financial Planning Associate, for passing the Series 65 Uniform Investment Law Examination in August 2016.
Congratulations to Ben Opsal, Investment Analyst, for passing the third level of the Chartered Financial Analyst (CFA) program in August 2016!
Congratulations to Connor Showalter, Investment Analyst, for passing the Series 65 Uniform Investment Law Examination in March 2016.
Congratulations to Ben Opsal, Investment Analyst, for passing the Series 65 Uniform Investment Law Examination in January 2015.
Nils Dillon attended a Wealth Management Investment Exchange conference held on September 23-25, 2014 in Florida.
Rhinelander
15 E. Anderson Street
P.O. Box 738
Rhinelander, WI 54501
Phone: 715-361-1500
Fax: 715-361-1515
Milwaukee
833 E. Michigan Street
Suite 1460
Milwaukee, WI 53202
Phone: 414-509-6630
Fax: 414-509-6633
Minneapolis
Minnesota Center
7760 France Ave. South
Suite 1100
Bloomington, MN 55435
Phone: 877-432-5330 (toll-free)
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