Jodi Ristau
Financial Advisor | Managing Director | Phillips Ristau Group at Baird
- Role
- Financial Advisor Managing Director Phillips Ristau Group at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Jodi Ristau
Experienced financial professional focused on helping individuals and their families realize financial independence. Skilled in relationship management, investments, wealth management, leadership and leadership development.
Experience
Financial Advisor Managing Director Phillips Ristau Group
Apr 2018 — Present · Milwaukee, WI, US
The Phillips Ristau Group has over 40 years of experience meeting the diverse needs of our clients through a comprehensive wealth management process. We are committed to providing customized solutions that provide you financial independence to live the life you value.
Education
Marquette University
MBA
University of Wisconsin-Eau Claire
Bachelor of Music - Vocal Performance
Skills
- Associate Development
- Management
- Thompson One
- Deep Industry Knowledge
- Betalink
- Series 24
- Series 9/10
- Technology
- Series 7
- Strategy
- Series 63
- Insurance Licensed - Life/Ah
- Wealth Management
- Retirement Planning
- Finra
- Thomson One
- Investments
- People Management
- Technology Business Application
- Sales
- Extensive Private Wealth Management Experience
- Securities
- Series 23
- Uniform Combined State Law
- Financial Services
- Microsoft Crm
- Functional Training
- Asset Allocation
- Mutual Funds
- Wealth Management Services
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