Maria Roloff, CFP, CLU, CLTC

Wealth Management Advisor and Partner at Myklebust, Horne and Fies Financial Group
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Contact Information
us****@****om
(386) 825-5501
Location
Milwaukee, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Management Advisor and Partner
      • Jan 2019 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Wealth Management Advisor - Myklebust, Horne & Fies Financial Group
      • May 2018 - Present

      Greater Milwaukee Area I help individuals achieve a more secure future for themselves, their families and businesses by providing a wide range of products and services to address their needs and goals. I can also work with clients in creating a financial plan that will serve their needs over time. Please let me know how I might be able to help you realize your vision for the future.

    • Financial Advisor / Business Developement - Beauchamp Maleki Group
      • Jan 2009 - May 2018

      Milwaukee Maria relies not only on her own knowledge and experience, but also on the expertise of a team of specialists available through the Network. Together, they can provide innovative solutions and professional direction to help clients accomplish their objectives. Please let Maria know how she might be able to help you realize your vision for the future.

    • United States
    • Construction
    • 1 - 100 Employee
    • General Manager
      • Sep 1993 - Jun 2004

      Milwaukee, WI Primary responsibilities included management of Human Resources, Information Technology, development of Marketing Materials and Project Management

Education

  • Wisconsin School of Business
    BBA, Marketing and Administrative Management
    1988 - 1993
  • Arrowhead High School
    1984 - 1988

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