Stuart Seffrood
ATTEN BABLER COMMODITIES LLC & Berthel Fisher & Company Financial Services, Inc. 1505 9th Street Monroe, Wi 53566
- Role
- Financial Advisor at Berthel Fisher Companies
- Location
- Monroe, WI, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Stuart Seffrood
My mission at Seffrood Wealth Management is to help Retirees, Business Owners and their…
Experience
Financial Advisor
Nov 2016 — Present · Monroe, WI, US
Education
UW Platteville
BS, Agricultural Business and Management
1990 — 1994
Skills
- Stock Management
- Series 63 *
- Life Insurance
- Investments
- Wealth Management
- 401k Rollovers
- Customer Service
- Retirement Planning
- College Funding Strategies
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Asset Allocation
- Mutual Funds
- * Securities Registrations Are Held Through Lpl Financial.
- Securities
- Estate Planning
- Iras
- Investment Advisory
- Fixed Annuities
- Series 7 *
- Financial Advisory
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