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Top 30 financial advisors of 178 near 54022
Out of 400,000+ nationwide
Jeremy R
Series 66
Prescott, WI
Edward Jones
Christopher B
Series 66
Hudson, WI
Fidelity
Christopher Bayliss is a Wealth Management Planning Consultant at Fidelity Investments, where he has been serving since 2025. He works closely with clients to ensure they have a positive experience and focuses on assisting them with retirement planning. His approach emphasizes attentive service and understanding each client's unique needs to build strong, lasting relationships. Before his current role, Christopher held positions as a Relationship Manager from 2024 to 2025 and as a Financial Representative from 2023 to 2024, both at Fidelity Investments. He holds an Arkansas Insurance License, supporting his expertise in financial and insurance planning. Outside of his professional responsibilities, Christopher engages in fitness activities including horseback riding, reading, running, and skiing.
Brian B
Series 63
Baldwin, WI
Edward Jones
Kaili P
Series 66
Hastings, MN
Edward Jones
Daniel R
CFP®, ChFC®, Series 66
Hastings, MN
Edward Jones
Hillary S
Series 66
Ellsworth, WI
Edward Jones
John S
CFP®, Series 66
Hudson, WI
Edward Jones
Joshua C
Series 66
Lakeland, MN
Edward Jones
Kendra S
CFP®, Series 66
River Falls, WI
Edward Jones
Travis J
Series 66
Hudson, WI
Fidelity
Travis Jacobs is Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2015, where he focuses on helping clients build comprehensive retirement plans. Travis's expertise includes income planning, tax-efficient investing, healthcare, equity compensation considerations, and estate planning considerations. Prior to joining Fidelity, he worked as a Financial Advisor at Transamerica Investor Securities Corporation from 2014 to 2015 and at Transamerica Financial Advisors, Inc from 2009 to 2013.
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Top 30 financial advisors of 178 near 54022
Out of 400,000+ nationwide