BMO Harris Premier Services
|Kyle George||Michelle Acker|
|Assistant Vice President||Sr. Premier Banker|
|BMO Harris Financial Advisors||BMO Harris Bank|
Discover a highly personalized and collaborative approach to your entire financial life, one that combines the perspective and experience of a BMO Harris Financial Advisor and a BMO Harris Premier Banker. Based on in-depth conversations to understand your distinct needs and goals, your Premier Services team starts crafting your financial plan. That plan leverages an array of banking, investing,* insurance* and business planning products and services to help grow and preserve your wealth, and to re-purpose it for retirement and beyond. Your plan will provide short-term and long-term solutions that can help lay the foundation for the future you envision—and the one you hope to reach.
BMO Harris Premier Services represents a combined service approach of BMO Harris Financial Advisors and BMO Harris Bank, each a part of the BMO Financial Group. BMO Harris® is a trade name used by BMO Harris Bank N.A. and its affiliates.
BMO Harris Premier Services includes banking, deposit and loan products and services provided by BMO Harris Bank N.A. Banking products and services are subject to bank and credit approval. BMO Harris Bank® is a trade name used by BMO Harris Bank N.A. Member FDIC. BMO Harris Bank does not provide legal or tax advice.
*Securities, investment advisory services and insurance products are offered through BMO Harris Financial Advisors, Inc Member FINRA/SIPC. SEC-registered investment adviser. BMO Harris Financial Advisors, Inc. and BMO Harris Bank N.A. are affiliated companies. Securities and insurance products offered are:
NOT FDIC INSURED — NOT BANK GUARANTEED — NOT A DEPOSIT — MAY LOSE VALUE.
|Guardian Life Insurance Company of America|
|Keshemberg Advisory||Number of Referrals: 3|
Address: 9328 Silverstone Ln #309 Verona, WI 53593
|North Star Resource Group||Number of Referrals: 31|
Address: 2945 Triverton Pike Dr., Suite 200 (South-Central)
|Brian Hensen, CFP||Referred By: Joanna Marks, House Staff Spouse
Number of Referrals: 29
Phone:(608) 271-3669 ext. 217, Email:firstname.lastname@example.org
Specializes in comprehensive financial planning. Offers complimentary consultations. Recommended by several residents. Has been named to “Medical Economics” list of 150 best financial advisors for doctors.
Brian is highly recommended by many House Staff. According to one resident, “He meets with residents for free and helps you organize your life re: finances, insurance, disability, etc. We like him so much, we plan on staying with him as our financial advisor even when we move back home!”
Another resident states, “We go to Brian Hensen/Northstar for financial planning and he’s great. Brian is extremely knowledgeable, trustworthy, and responsive. I recommend him highly.”
|Physician Wealth Strategies, LLC||Number of Referrals: 3|
MBA, FLMI, ACS
Physician Wealth Strategies
|Referred By: Jackie Van Dyke, House Staff Spouse
Number of Referrals: 3
Paula Linskens MBA, FLMI, ACS
Office Manager for Eric A. Heiting, CFP®, ChFC®, CLU®, LUTCF Financial Adviser* Physician Wealth Strategies, LLC Registered Representative offering securities through NYLIFE Securities (member FINRA/SIPC)
Specializes in working with physicians throughout the state of Wisconsin as well as the U.S. with regards to life insurance, financial planning* and asset management. While keeping their clients personal goals and objectives in mind, they recommend solutions and strategies which support them and strive to reach them efficiently. Your goals and dreams may change over time, and for that reason they approach financial planning as a dynamic, ongoing process that must accommodate changes in your personal circumstances, changes in the tax laws and changes in the marketplace. Providing unbiased advice centered around their clients goals and dreams and having financially secure and confident clients are the primary purposes of this practice. Currently, the firm has over 200 physicians as clients.
*Eric Heiting is a Financial Adviser for Eagle Strategies LLC, A Registered Investment Adviser. Registered Representative for NYLIFE Securities LLC (Member FINRA/SIPC), A Licensed Insurance Agency. Physician Wealth Strategies is not owned or operated by Eagle Strategies LLC or its affiliates.