Wes Gallenberger, Cfp® Email & Phone Number

Green Bay, Wisconsin, United States

Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services.

Green Bay, Wisconsin

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas… Show more Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest. Show less

Green Bay, Wisconsin, United States

Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas… Show more Wipfli Financial Advisors, LLC ("Wipfli Financial") is an investment adviser registered with the U.S. Securities and Exchange Commission under the Investment Advisers Act of 1940; however, such registration does not imply a certain level of skill or training and no inference to the contrary should be made. We are not engaged in rendering legal, accounting, or tax services, and we recommend that all investors seek out the services of competent professionals in any of the aforementioned areas. Founded in 1999, Wipfli Financial is headquartered in Milwaukee, WI. We have offices in Illinois, Minnesota, Missouri, Pennsylvania and Wisconsin, and are proud affiliates of Wipfli LLP, a national accounting and consulting firm. Information pertaining to Wipfli Financial's advisory operations, services and fees is set forth in Wipfli Financial's current Form ADV Part 2A brochure, copies of which are available upon request at no cost or at https://adviserinfo.sec.gov/. We provide our clients with detailed financial planning, a disciplined investment management approach, as well as the time and resources needed to formulate a prudent investment strategy. We are committed to serving our clients in a manner consistent with our fiduciary duty, which means we always put clients' interest first and make all recommendations in the clients' best interest. Show less

Worked the 2018 and 2019 leasing seasonals from October to December 2018 and October 2019.• Headed tours of the apartment complex and helped with paperwork to prepare for leases.• Generated sales to be the company’s most efficient agent of 2019 while fitting customer needs.• Communicated with customers to answer questions with helpful and clear answers.• Furthered teamwork abilities to build upon the welcoming environment.

• Worked as a part-time bank teller for summer and winter help.• Interacted with clients and effectively communicated to them the best resources for their needs.• Developed problem-solving skills to solve issues for customers and co-workers.• Maintained confidentiality and ensured identity verification to protect customer information.• Modified communication skills with customers to engage in helpful conversation.• Amplified skills with Microsoft Office and other Microsoft… Show more • Worked as a part-time bank teller for summer and winter help.• Interacted with clients and effectively communicated to them the best resources for their needs.• Developed problem-solving skills to solve issues for customers and co-workers.• Maintained confidentiality and ensured identity verification to protect customer information.• Modified communication skills with customers to engage in helpful conversation.• Amplified skills with Microsoft Office and other Microsoft programs. Show less