If you need more lookups,
subscriptions start at $34 USD/month.
Thomas Wittkopf Location
Eagle River, WI, US
Thomas Wittkopf Work
Financial Advisor @ (June 2023 - Present)
President and CEO @ (January 2017 - May 2026)
Investment Advisor @ (December 2017 - June 2023)
Investment Advisor Representative @ (September 2005 - December 2017)
Chief Executive Officer @ State Bank of Florence (June 2006 - January 2017)
Financial Services Advisory Board @ Community Bankers of Wisconsin (March 2009 - September 2015)
Claims Adjuster @ (January 1994 - January 1998)
Thomas Wittkopf Education
University of Wisconsin-Stevens Point
BS (Finance, Economics, Marketing)
1990-1994
Thomas Wittkopf Skills
Series 63
Securities
Investment Strategies
Alternative Investments
Bonds
Portfolio Management
Investments
Asset Managment
Equities
Banking
Financial Analysis
Wealth Management
Investment Advisory
Retirement Planning
Mutual Funds
IRAs
Financial Advisory
Asset Allocation
Golf Instruction
Strategic Planning
Risk Management
Insurance
Sentry
Thomas Wittkopf Summary
Thomas Wittkopf, based in Eagle River, WI, US, is currently a Financial Advisor at Gateway Financial Partners. Thomas Wittkopf brings experience from previous roles at Great North Bank, SagePoint Financial, SII Investments and State Bank of Florence. Thomas Wittkopf holds a 1990 - 1994 BS in Finance, Economics, Marketing @ University of Wisconsin-Stevens Point. With a robust skill set that includes Series 63, Securities, Investment Strategies, Alternative Investments, Bonds and more. Thomas Wittkopf has 2 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Thomas Wittkopf?
Find contact details for 700 million professionals.