Brian Waelti
- Role
- Financial Advisor at Point B Wealth Advisors
- Location
- Portage, WI, US
- LinkedIn followers
- 500 followers
About Brian Waelti
As an independent Financial Advisor, I represent my clients\' best interest and have the…
Experience
Financial Advisor
May 2004 — Present
I work with individuals and small business owners to establish financial goals, develop and implement strategies to achieve them. I utilize many investment vehicles including mutual funds, ETF\'s, annuities, life insurance, as well as other traditional and alternative investments. From the accumulation/growth phase to the decumulation/income phase, I personalize a plan for every client based on their financial situation and need. I offer fee based and commision-based planning. Securities and advisory services offered through Harbour Investments, Inc. Securities Licensed in AK, AZ, CO, FL, IL, MO, MN, TX, WI
Skills
- Securities
- Financial Services
- Risk Management
- Investments
- Financial Analysis
- Finance
- Retirement Planning
- Asset Management
- Wealth Management
- Financial Planning
- Management
- Portfolio Management
- Mutual Funds
- Fixed Annuities
- Strategic Planning
- Financial Advisory
- Life Insurance
- Alternative Investments
- Customer Service
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