Brian Menzel
Financial Advisor at Vizance
- Role
- Financial Advisor at Vizance
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
Experience
Financial Advisor
Nov 2017 — Present · Hartland, WI, US
Securities and Investment Advisory Services offered through Osaic Wealth Inc, Member FINRA, SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Insurance Services offered through Vizance, Inc, which is not affiliated with Osaic Wealth Inc.
Education
University of Wisconsin-River Falls
BS Liberal Arts, Business Adm and Communication
1990 — 1994
Skills
- Pension Plans
- Key Person Insurance
- Informal Business Valuation
- Business Continuation Strategies
- Long-Term Care Insurance
- 401 (K), 403 (B), Sep & Simple Iras
- Retirement Plan Consulting
- Retirement Income Strategies
- Buy-Sell Review
- Deferred Compensation Plans
- Defined Benefit
- Financial Needs Analysis
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.