Alex Pudlo
- Role
- Wealth Advisor at Johnson Financial Group
- Location
- Madison, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Advisor
Mar 2022 — Present
Skills
- Iras
- Investment Strategies
- 403 B
- Financial Services
- Mutual Funds
- Fixed Annuities
- Hold Series 66
- Financial Advisory
- Qualified Retirement Plans
- Financial Planners
- Hold Series 7
- Wealth Management Services
- 401k Rollovers
- Estate Planning
- Long-Term Care
- Roth Ira
- College Savings Plans
- Investment Advisory
- Financial Goals
- Saving for Education
- Term Life Insurance
- Life & Health Insurance Licenses
- Key Person Insurance
- Buy-Sell Agreements
- Risk Management
- Employee Benefits
- Long Term Care Insurance
- Finance
- Certified Financial Planner
- Sep Ira
- Personal Financial Planning
- Retirement
- Wealth Management
- 401k
- Whole Life
- Disability Insurance
- Life Insurance
- Retirement Plan Consulting
- Retirement Planning
- Wealth Accumulation
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.