Brian Sonnenberg Email & Phone Number
Senior Financial Advisor, Vice President -Investments
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Brian Sonnenberg Location
- Onalaska, WI, US
Brian Sonnenberg Work
- 2021 -now Senior Financial Advisor, Vice President -Investments @ BMO Investments Services
- 2012 -2021 Senior Financial Advisor, Vice President @ BMO Harris Financial Advisors
- 2005 -2012 Senior Financial Advisor, AVP @ M&I Financial Advisors
- 2001 -2005 Financial Advisor @
- 1999 -2001 Financial Advisor @
Brian Sonnenberg Education
- University of Wisconsin-Eau Claire 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 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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