personimage

James W. Kaellner, CFP

Robert W. Baird & Co. Incorporated

Financial Planner in Madison, WI

Address:
8000 Excelsior Dr, Ste 302
Madison, WI 53717
Request a Free Consultation

Is this Your Listing? Claim it Now!

View on Maps

About James W. Kaellner

James Kaellner is a financial professional at Robert W. Baird & Co. Incorporated located in Madison, Wisconsin. James Kaellner holds an industry securities registration subject to FINRA oversight having passed securities examinations including S27, S31, S65, S66 and S7. Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.

Professional Profile

Education and Degrees

No education details are currently available for this financial planner.

Languages

James Kaellner provides services to clients in the following language(s):

  • English

Specialties and Skills:

Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.

  • Financial Planning Services

Industry Specialties

  • No Industry Specialties

Contact Information

Address:

James Kaellner
8000 Excelsior Dr, Ste 302
Madison, WI 53717

Phone Number: Click to Show
Website:

Client Reviews

0 Reviews for James W. Kaellner

Looking for a financial advisor located near Madison, Wisconsin? Browse detailed profiles of financial advisors, certified financial planners, registered investment advisors and wealth managers near Chico, California. Our database includes both commission-based large firms, and fee-only and fee-based independent practices.