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Top 30 financial advisors of 74 near 53536
Out of 400,000+ nationwide
Brian V
CFP®, Series 63, Series 66
Oregon, WI
Fidelity
Brian Vetrovec is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2007 in various capacities. His current role focuses on partnering with high net worth clients to develop comprehensive financial plans that align with their lifestyle and legacy objectives. Brian emphasizes integrity, passion, and trust in his client relationships to deliver tailored financial strategies. Throughout his career at Fidelity Investments, Brian has held multiple positions including Regional Planning Consultant and Financial Consultant, gaining extensive experience in investment and retirement solutions. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Brian's professional journey reflects a commitment to understanding client priorities and co-creating strategies that address their unique wants and needs. His approach centers on presenting ideas that are most relevant to his clients' financial goals.
Jessica K
CFP®, Series 63
Stoughton, WI
Edward Jones
Chad W
Series 63
Oregon, WI
Edward Jones
Thomas W
Series 63
Janesville, WI
Edward Jones
Thomas F
Series 63
Stoughton, WI
Edward Jones
Andrew M
Series 66
Edgerton, WI
Edward Jones
Jacob F
Series 66
Stoughton, WI
Edward Jones
Lisa F
Series 66
Stoughton, WI
Edward Jones
Gabriel S
Series 66
Janesville, WI
Edward Jones
Jodie P
Series 66
Oregon, WI
Edward Jones
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Top 30 financial advisors of 74 near 53536
Out of 400,000+ nationwide