| Name | Title | Contact Details |
|---|---|---|
Brian Ketelsen |
Chief Information Officer | Profile |
At Wipfli Financial, we see things differently. We opened for business in 1999 with a mission to make objective, fiduciary-focused financial advice available to the everyday investor. Nearly two decades later, we`ve taken this mission across the country to help a range of clients feel confident in their financial future, from individual investors and families to small businesses and retirement plans. It starts with a CPA-based service philosophy. Joining forces with one of the nation`s leading CPA firms has not only enabled us to further our mission — it has allowed our clients to benefit from full-spectrum advice that can solve their most pressing financial challenges. Instead of a static, one-size-fits-all strategy, we`re equipped to integrate their financial, tax, insurance and investment needs into a cohesive plan designed to make their long-term goals a reality. By pairing the power of interactive planning technology with the knowledge and experience of our advisory team, we`re dedicated to helping our clients make the best possible decisions for their financial future, every stage of their lives.
The CFO Connection is a Newburyport, MA-based company in the Financial Services sector.
Cashco Financial Services Inc is a Salem, OR-based company in the Financial Services sector.
North Dakota Health Care Review is a Minot, ND-based company in the Financial Services sector.
Kepler Cheuvreux is an independent European financial services company specializing in research, execution, advisory, and asset management services.