Wisconsin

Financial Advisor icon
Financial Advisor 3
Financial Planner icon
Financial Planner 2
Tax Specialist icon
Tax Specialist 1
Loading categories...
{"hide_search_input":"","hide_near_input":"","show":"","filters_pos":"","input_size":"","bar_flex_wrap":"","bar_flex_wrap_md":"","bar_flex_wrap_lg":"","input_border":"","input_border_opacity":"","input_rounded_size":"","btn_bg":"","btn_rounded_size":"","btn_rounded_size_md":"","btn_rounded_size_lg":"","bg":"","mt":"","mr":"","mb":"3","ml":"","pt":"","pr":"","pb":"","pl":"","border":"","rounded":"","rounded_size":"","rounded_size_md":"","rounded_size_lg":"","shadow":"","css_class":""}
Jeremy Keil 1
Financial Advisor Financial Planner
View Profile

Jeremy Keil

Financial Advisor, Keil Financial Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, Investing, Life Insurance, Long-Term Care, Mutual Funds
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Behavior Coach
LOCATION
15350 W National Ave, Ste 214
New Berlin
Wisconsin
53151
United States
SERVING:
WI
Virtual Appointments Available
LindsayKaminski low res 2
Financial Advisor
View Profile

Lindsay Anne Kaminski, CFP®, CPFA™

Senior Financial Advisor, Gateway Financial Partners
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Annuities, Asset Management, Budgeting, College Savings, Investing, Life Insurance, Long-Term Care, Mutual Funds, Socially Responsible Investing
WHY I LOVE WORKING WITH WOMEN
I love working with women because there’s an honesty and strength that shows up in every conversation. Women come to the table balancing careers, families, Read more...
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S. Securities offered through LPL Financial, Read more...
SPECIALTIES.
  • Financial Planning
  • Money Mindsets
  • Retirement planning
LOCATION
100 West Lawrence Street
Appleton
Wisconsin
54911
United States
SERVING:
CA,AZ,CT,FL,GA,IL,MN,NV,NY,OH,UT,WI
Virtual Appointments Available
Carolyn Rowland
Financial Advisor Financial Planner Tax Specialist
View Profile

Carolyn Rowland, CFP®, EA

Partner and Financial Advisor, Resilient Wealth Planning
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Asset Management, College Savings, Investing, Life Insurance, Long-Term Care, Tax Specialist
FINRA's BrokerCheck
COMPLIANCE DISCLAIMER
Purse Strings is not a client of this financial professional or the financial professional’s Registered Investment Advisor firm. Purse Strings receives compensation from this financial Read more...
SPECIALTIES.
  • Financial Planning
  • Wealth Protection
  • Wealth Preservation
LOCATION
200 South Executive Drive
Brookfield
Wisconsin
53005
United States
SERVING:
FL,IL,IN,MA,MI,MO,NC,NM,SC,TX,WI
Virtual Appointments Available
View all