Financial Advisor @ (September 2001 - October 2005)
Financial Advisor @ (November 1999 - September 2001)
Brian Sonnenberg Education
University of Wisconsin-Eau Claire
Bachelor Business Administration (Finance)
1994-1998
Mauston High School 1990-1993
wisconsin dells
Brian Sonnenberg Skills
Investments
Retirement Planning
Wealth Management
Series 7
Finance
Series 63
Mutual Funds
Fixed Annuities
Financial Advisory
Financial Planning
Retirement Income Strategies
401k Rollovers
Investment Advisory
Uniform Combined State Law
Saving for Education
Financial Analysis
IRAs
Asset Allocation
Investment Strategies
Strategic Financial Planning
Portfolio Management
Banking
Financial Services
Securities
Retirement
Brian Sonnenberg Summary
Brian Sonnenberg, based in Onalaska, WI, US, is currently a Senior Financial Advisor, Vice President -Investments at BMO Investments Services. Brian Sonnenberg brings experience from previous roles at BMO Harris Financial Advisors, M&I Financial Advisors, SII Investments and Ameriprise Financial Services, Inc.. Brian Sonnenberg holds a 1994 - 1998 Bachelor Business Administration in Finance @ University of Wisconsin-Eau Claire. With a robust skill set that includes Investments, Retirement Planning, Wealth Management, Series 7, Finance and more. Brian Sonnenberg has 3 mobile phone numbers on RocketReach.
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