Zach Westenberg
Financial Advisor/Partner at Westenberg Financial Services
- Role
- Financial Advisor at Westenberg Financial Services
- Location
- Green Bay, WI, US
- LinkedIn followers
- 500 followers
About Zach Westenberg
As a second-generation advisor at Westenberg Financial, I grew up seeing how my dad…
Experience
Financial Advisor
Apr 2023 — Present
Westenberg Financial Services, an independent financial services firm, was started by Steven Westenberg in 1995. The firms common sense investment solutions, unwavering quality, and unique level of service has allowed WFS to become trusted advisors-giving each client the personal service that they\'ve come to depend on and trust over the years.Securities and advisory services offered through Packerland Brokerage Services, Inc, an unaffiliated entity ~Member FINRA & SIPC~
Education
University of Wisconsin–Oshkosh
Bachelor of Business Administration - BBA, Finance, General
2011 — 2015
Skills
- Leadership
- Proficient in Microsoft Word, Powerpoint, and Excel
- Very Goal and Futuristic Oriented
- Powerpoint
- Time Management
- Investments
- Strong Communication Skills
- Financial Analysis
- Willing and Able to Learn New Tasks to Accomplish Goals
- Series 7
- Interpersonal Relationships
- Microsoft Office
- Works Well in a Team as Well as an Individual
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.