![Gretchen Halpin](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Profiel
Gretchen Halpin worked as the Chief Strategy Officer at Wipfli Financial Advisors LLC from 2012 to 2019.
Eerdere bekende functies van Gretchen Halpin
Bedrijven | Functie | Einde |
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Wipfli Financial Advisors LLC
![]() Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Corporate Officer/Principal | 01-07-2019 |
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Bedrijven in privébezit | 1 |
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Wipfli Financial Advisors LLC
![]() Wipfli Financial Advisors LLC Investment ManagersFinance Wipfli Financial Advisors LLC (Wipfli Financial) is a SEC-registered investment advisor headquartered in Milwaukee, Wisconsin. The firm was founded in 1999 under the name Hewins Financial Advisors LLC and became Wipfli Financial Advisors in 2018. They were acquired by Creative Planning LLC in 2022. Wipfli Financial offers investment advisory and financial planning services to individuals, couples, families, business entities, pension and profit-sharing plans, trusts, estates and charitable organizations located throughout the US. | Finance |