Brent Wohlers, financial advisor La Crosse WI
90 score

Brent Wohlers

CRD Number: 6391122
Current Firm: Cuna Brokerage Services, Inc.

Brent Wohlers (CRD# 6391122) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in La Crosse, WI and has over 3 years of experience in the finance industry.

Similar Advisors
Phillip Anderson, financial advisor La Crosse WI
Phillip L. Anderson
CRD# 1498354
Ameriprise Financial Services, Inc.
Score
96
Similar Advisors
Mark Bertrang, financial advisor La Crosse WI
Mark A. Bertrang
CRD# 1760670
Interactive Financial Advisors
Score
96
Similar Advisors
Scott Bingham, financial advisor La Crosse WI
Scott W. Bingham
CRD# 1464671
Thrivent Investment Management Inc.
Score
96
Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Mar 2017 - Current 1
Cuna Brokerage Services Waverly, IA Mar 2017 - Current 1
Thrivent Financial Appleton, WI Mar 2015 - Mar 2017 2
Thrivent Investment Management Inc. Winona, MN Aug 2014 - Mar 2017 2
Thrivent Financial Appleton, WI Dec 2014 - Mar 2015 < 1
Wincraft Inc. Winona, MN May 2011 - Aug 2014 3
Winona State University Winona, MN Jul 2006 - May 2011 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2014
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Brent G. Wohlers
Phone Number: 319-352-4090
Registered State(s):
  • MN
  • WI
By the Numbers
  • Total Assets Under Management
    1,868
    MILLIONS
  • Total Number of Accounts
    11,341
    ACCOUNTS
  • Average Account Value
    $164,749
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.