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Top 8 financial advisors of 8 near 54853
Out of 400,000+ nationwide
Theresa T
Series 66
Luck, WI
Edward Jones
Rebecca B
CFP®, Series 63
Saint Croix Falls, WI
Edward Jones
Daniel C
Series 63, Series 65
Milltown, WI
Merrill
Daniel Creek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2000 after transitioning from an engineering career that began with his graduation from the University of Wisconsin-Platteville in 1987 with a Bachelor of Science in Mechanical Engineering. Daniel has more than two decades of experience in financial services, focusing on creating strategies tailored to high-net-worth individuals, families, and businesses to meet their financial goals, including retirement and estate planning. Daniel holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He provides consultative and objective wealth management services and is qualified to recommend investment strategies involving Merrill and approved third-party managers. Daniel is also actively involved in his community as a member of St. Mary’s Church and the Burlington Kiwanis Club. He lives in Burlington with his wife and has two grown daughters. Outside of his professional role, Daniel enjoys fishing, traveling, and spending time with his family.
Joseph C
Series 66
St Croix Falls, WI
LPL Financial
James H
Series 63, Series 65
Balsam Lake, WI
LPL Enterprise
Jon J
Series 63, Series 65
St. Croix Falls, WI
Raymond James Financial
Margaret K
Series 66
Saint Croix Falls, WI
Edward Jones
Bryan M
Series 66
Luck, WI
Thrivent Investment Management
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Top 8 financial advisors of 8 near 54853
Out of 400,000+ nationwide