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Advisor Directory

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Keith Sierra, CFP®, RMA®
First Vice President - Financial Advisor
phone262-395-1111
Visit The Kolb Investment GrouplaunchVisit The Wartman Investment Teamlaunch
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Rachel Panasuk, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone262-395-1136
Visit The LakeFront Grouplaunch
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The Wick Investment Group
phone262-395-1108
Visit websitelaunch
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Katie Jackson, CFP®, CPA*
First Vice President - Financial Advisor
phone262-395-1132
Visit The Wick Investment Grouplaunch
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The LakeFront Group
phone262-395-1136
Visit websitelaunch
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Jackson McDonald
Senior Vice President - Financial Advisor
Senior Portfolio Manager
phone262-395-1134
Visit The Wick Investment Grouplaunch
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Matthew Kolb
First Vice President - Financial Advisor
phone262-395-1115
Visit The Kolb Investment Grouplaunch
Dunn Investment Management Group
phone262-395-9111
Visit websitelaunch
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Scott Wick, AWM
Managing Director - Financial Advisor
Senior Portfolio Manager
phone262-395-1108
Visit The Wick Investment Grouplaunch
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Susan Walton, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Director
phone262-395-1102
Visit websitelaunch
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Michael Sellinger
Senior Vice President - Financial Advisor
Portfolio Director
phone262-395-1106
Visit websitelaunch
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Daniel Kolb
Managing Director - Financial Advisor
Senior Portfolio Director
phone262-395-1109
Visit The Kolb Investment Grouplaunch
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James Dunn
Managing Director - Financial Advisor
Senior Portfolio Manager
phone262-395-1101
Visit Dunn Investment Management Grouplaunch
The Wartman Investment Team
phone262-395-1111
Visit websitelaunch
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The Kolb Investment Group
phone262-395-1109
Visit websitelaunch
Dan Viola
Senior Vice President - Financial Advisor
Portfolio Director
phone262-395-1103
Visit websitelaunch
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Nicholas Webster, CFP®
Managing Director - Financial Advisor
Senior Portfolio Manager
phone262-395-1116
Visit The LakeFront Grouplaunch
Obtain more information about these financial advisors onFINRA's BrokerCheck websiteopen_in_new
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