Timothy O'Brien Email and Phone Number
Timothy O'Brien work email
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Timothy O'Brien personal email
At Wealth Enhancement Group (WEG), I'm a Senior Vice President leading a team of financial planners, portfolio managers, client service professional that provide comprehensive financial planning and portfolio management for individuals and institutions.Before my time with WEG, I was a Principal for SVA Wealth Management, LLC, and served on the SVA Plumb Trust Company LLC Board of Directors. As the Director of Research and a Portfolio Manager, I provided comprehensive financial planning and portfolio management for individuals and institutions.Before joining SVA Plumb Financial, I was the Director of Research for Wisconsin Capital Management, LLC ("WisCap”) since January 2004. Earlier, I served as an Assistant Portfolio Manager and CFO of WisCap’s proprietary mutual funds which were introduced in 2007.In addition, I served as an F-16 fighter pilot and officer for the Wisconsin Air National Guard and United States Air Force retiring in 2005 as a Colonel for the Wisconsin Air National Guard.
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Senior Vice President And Portfolio ManagerWealth Enhancement GroupMadison, Wi, Us -
Senior Vice President And Portfolio ManagerWealth Enhancement Group Jan 2021 - Presenta) Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. b) Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and… Show more a) Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. b) Advisory services offered through Wealth Enhancement Advisory Services, LLC (WEAS), a registered investment advisor. Certain, but not all, investment advisor representatives (IARs) of WEAS are also registered representatives of and offer securities through LPL Financial, member FINRA/SIPC. Wealth Enhancement Group and WEAS are separate entities from LPL. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. c) For a list of states in which I am licensed to do business, please visit http://www.wealthenhancement.com. Show less -
Principal, Portfolio ManagerSva Wealth Management Mar 2011 - PresentMadison, Wisconsin AreaAt SVA Wealth Management, we believe that quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning. We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and… Show more At SVA Wealth Management, we believe that quality service is the key to maintaining long-term relationships. Our clients enjoy personal access to the investment and trust advisory professionals who oversee their portfolios. Through this close relationship, we recognize the direct responsibility we have for our clients’ assets and wealth planning. We work closely with our clients to assist them in defining their investment goals and objectives, taking into account not only their goals and obligations, but also their desires to address the needs of future generations. Show less -
Director Of Reseach, Portfolio ManagerWisconsin Capital Management Oct 1998 - Feb 2011Madison, Wisconsin Area
Timothy O'Brien Skills
Timothy O'Brien Education Details
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Accounting And Finance -
Business Administration -
Anthropology
Frequently Asked Questions about Timothy O'Brien
What company does Timothy O'Brien work for?
Timothy O'Brien works for Wealth Enhancement Group
What is Timothy O'Brien's role at the current company?
Timothy O'Brien's current role is Senior Vice President and Portfolio Manager.
What is Timothy O'Brien's email address?
Timothy O'Brien's email address is ob****@****umb.com
What schools did Timothy O'Brien attend?
Timothy O'Brien attended University Of Chicago, Webster University, University Of Notre Dame.
What are some of Timothy O'Brien's interests?
Timothy O'Brien has interest in Tennis, Golf, Reading.
What skills is Timothy O'Brien known for?
Timothy O'Brien has skills like Portfolio Management, Financial Analysis, Personal Financial Planning, Investments.
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Timothy O'Brien
St Paul, Mn3ecolab.com, ecolab.com, ecolab.com1 +165129XXXXX
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2btmucapital.com, bankofamerica.com
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