Stuart Seffrood
Financial Advisor @Berthel Fisher Companies
Monroe, WI, US
EMAILS
MOBILE NUMBERS
+91 *********19
Signup · Get unlimited contacts
WORK HISTORY
Nov 2016 — Present
Financial Advisor @Berthel Fisher Companies
View department →
Monroe, WI, US
EDUCATION
1990 — 1994
UW Platteville
BS, Agricultural Business and Management
SKILLS
Stock ManagementSeries 63 *Life InsuranceInvestmentsWealth Management401k RolloversCustomer ServiceRetirement PlanningCollege Funding StrategiesPortfolio ManagementRetirementStrategic Financial PlanningAsset AllocationMutual Funds* Securities Registrations Are Held Through Lpl Financial.SecuritiesEstate PlanningIrasInvestment AdvisoryFixed AnnuitiesSeries 7 *Financial Advisory
ABOUT STUART SEFFROOD
My mission at Seffrood Wealth Management is to help Retirees, Business Owners and their…
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.