Janel Kalish, CFP®
Financial Coach and Wealth Management Advisor at Third Coast Advisors- Claim this Profile
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Bio
Tammy Long
Knows her stuff and will lead you in the right direction.
Tammy Long
Knows her stuff and will lead you in the right direction.
Tammy Long
Knows her stuff and will lead you in the right direction.
Tammy Long
Knows her stuff and will lead you in the right direction.
Credentials
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Certified Financial Planner (CFP)
CFP BoardDec, 2015- Oct, 2024
Experience
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Third Coast Advisors
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United States
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Financial Services
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1 - 100 Employee
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Financial Coach and Wealth Management Advisor
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Jun 2019 - Present
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 1166 QUAIL CT., SUITE 100, PEWAUKEE WI, 53072, 262-7469270. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Third Coast Advisors, Inc. is not an affiliate or subsidiary of PAS or Guardian. Third Coast Advisors, Inc. is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. The Living Balance Sheet® and The Living Balance Sheet® Logo are service marks of The Guardian Life Insurance Company of America® (Guardian), New York, NY. © Copyright 2005-2020 Guardian. Show less
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KLAAS FINANCIAL ASSET ADVISORS, LLC.
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United States
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Financial Services
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1 - 100 Employee
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Investment Advisor Representative
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Jan 2018 - Feb 2019
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Nan M. Zimdars, Inc.
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Madison, Wisconsin Area
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Paraplanner
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Aug 2010 - Jan 2018
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Acensus
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Middleton, WI
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IRA Services
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Jul 2009 - Jul 2010
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CUNA Mutual Group
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United States
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Financial Services
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700 & Above Employee
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IRA Services
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Dec 2003 - Jul 2009
IRA Services was sold to Ascensus in 2009.
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Pension Consultant
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Oct 2000 - Dec 2003
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Education
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University of Wisconsin-Whitewater
Bachelor of Business Administration - BBA, Finance, General
Community
