Here is a listing of all 2019 Affiliate Members. The first listing includes name and contact info and when they joined CFLCW.
The second listing below identifies their website and company name. You may download a simple PDF here, or a MS Excel List here.
| Name | Street | Phone | Join Date | |
|---|---|---|---|---|
| Anne Brannon, AVP | 15600 W. Cleveland Ave, New Berlin, WI 53228 | anne.brannon@oldnational.com | 414-839-0347 | March 9, 2010 |
| Brad Baldridge, CFP | 10521 W. Layton Avenue, Suite 200, Greenfield WI 53228 | brad@bradbaldridge.com | (414) 529-9400 | September 14, 2011 |
| Chris Probst, Mortgage Lender | 7801 S Howell Ave, Oak Creek WI 53154 | cprobst@guardiancu.org | (414) 546-7450 | October 15, 2009 |
| Christine M. King, CFP | 16650 W. Bluemound Road, Suite 800, Brookfield WI 53005 | christine.m.king@ampf.com | (262) 901-1578 | July 26, 2013 |
| Debra Melvin, MBA | N19 W24200 Riverwood Drive, Suite 150, Pewaukee WI 53072 | debra.melvin@lpl.com | (262) 446-8150 | February 17, 2015 |
| James A. Cotturone Jr., CFP | 16650 W Bluemound Rd Ste 800, Brookfield, WI 53005 | jim.cotturone@ampf.com | (262) 901-1525 | February 9, 2010 |
| Judy Koob, ABR | 17345 Bluemound Road, Brookfield, Brookfield WI 53045 | jkoob@firstweber.com | (414) 588-1220 | December 28, 2015 |
| Karrie Grady, MS | 2323 S. 109th Street, Suite 120, West Allis WI 53227 | karrie@vocpros.com | (414) 541-1444 | October 21, 2003 |
| Kevin R. Evanoff, Mortgage Officer | 1507 E. Sunset Drive, Waukesha WI 53189 | kevinevanoff@homeserviceslending.com | (414) 640-3912 | March 12, 2013 |
| Lynn M. Magner, CFP | 411 E. Wisconsin Avenue, STE 1700, Milwaukee WI 53202 | lynn.magner@ubs.com | (414) 289-3814 | March 24, 2011 |
| Matthew M. Kons, CDFA | 20800 Swenson Drive, Street 200, Waukesha WI 53186 | matthew.kons@wfadvisors.com | (262) 798-3788 | December 3, 2009 |
| Michael Smith, LUTCF | 5300 S. 108th Street - Suite 18, Hales Corners WI 53130 | mike@cpshorizon.com | (414) 427-8660 | July 3, 2015 |
| Nicholas Enea, CFP | 633 E. Henry Clay Street, Whitefish Bay WI 53217 | nicholas@wfa-asset.com | (414) 727-8181 | February 5, 2013 |
| Ralph D. Bultman, CPA | 13625 Bishops Drive, Suite 100, Brookfield WI 53005 | rbultman@bultmanfinancial.com | (262) 782-9949 | December 1, 2012 |
| Richard Nagel, Wealth Advisor | 136 Green Bay Road, Thiensville WI 53092 | rich@mainadvisor.com | (262) 478-3000 | May 12, 2016 |
| Sarah Holmes, M.S. | 11414 W. Park Place, Suite 202, Milwaukee WI 53224 | sholmes@shvocational.com | (262) 339-0967 | November 12, 2004 |
| Timothy J. Riley, MS | 2323 S. 109th Street, Suite 120, West Allis WI 53227 | tim@vocpros.com | (414) 541-1444 | March 11, 2002 |
| Joshua Bucio, Mortgage Advisor | 1200 N. Mayfair Road, Suite 270, Wauwatosa WI 53226 | jbucio@waterstonemortgage.com | (414) 810-4569 | October 25, 2016 |
| Brian Behl, CFP | 709B Milwaukee Street, Delafield WI 53018 | brian.behl@belr.com | (952) 242-1479 | February 12, 2018 |
| Rachel Houselander, Realtor | 3830 S. Moorland Road, New Berlin WI 53151 | rhouselander@kw.com | (414) 736-9983 | February 13, 2018 |
| Jeremy Doering, Real Estate-Broker | 3830 S. Moorland Road, Suite C, New Berlin WI 53151 | jeremy@doeringandco.com | (262) 853-1936 | February 21, 2018 |
| Marilou Davido, Tax Advisor | 633 E. Henry Clay, Whitefish Bay, WI 53217 | marilou@wfa-asset.com | (414) 727-8181 | April 27, 2018 |
| Matthew Bellin, CRPC ® | 2945 Triverton Pike Drive, #200, Madison, WI 53711 | matt.bellin@northstarfinancial.com | (608) 271-9100 | May 2, 2018 |
| Kristen Rollefson, Mortgage Advisor | 110 N. Main Street, Oconomowoc WI 53066 | kristen@fwfservices.com | (262) 295-7812 | February 7, 2019 |
| Name | Website | Organization |
|---|---|---|
| Anne Brannon, AVP | https://www.oldnational.com | Old National Bank |
| Brad Baldridge, CFP | www.bradbaldridge.com | Baldridge College Solutions |
| Chris Probst, Mortgage Lender | www.guardiancu.org/ | Guardian Credit Union |
| Christine M. King, CFP | www.ameripriseadvisors.com | Ameriprise Financial, Inc. |
| Debra Melvin, MBA | http://tinyurl.com/debra-melvin | Investors Advisory Group, LLC |
| James A. Cotturone Jr., CFP | www.ameripriseadvisors.com/jim.cotturone | Ameriprise Financial Services, Inc. |
| Judy Koob, ABR | www.judykoob.firstweber.com | First Weber |
| Karrie Grady, MS | www.vocpro.com | Vocational Professionals, Inc. |
| Kevin R. Evanoff, Mortgage Officer | kevinevanoff.homeserviceslending.com/ | Home Services Lending |
| Lynn M. Magner, CFP | financialservicesinc.ubs.com/team/perrigomagner/ | UBS Financial Services, Inc. |
| Matthew M. Kons, CDFA | www.berrallkonsgroup.com | Berrall Kons Group of Wells Fargo Advisors |
| Michael Smith, LUTCF | www.cpshorizon.com | CPS Horizon Financial |
| Nicholas Enea, CFP | wfa-asset.com | WFA Asset Management Corporation |
| Ralph D. Bultman, CPA | www.bultmanfinancial.com | Bultman Financial Services, Inc. |
| Richard Nagel, Wealth Advisor | www.mainadvisor.com | MainStreet Investment Group, LLC |
| Sarah Holmes, M.S. | SH Vocational Consulting | |
| Timothy J. Riley, MS | Vocational Professionals, Inc. | |
| Joshua Bucio, Mortgage Advisor | www.homeloanwisconsin.com | Waterstone Mortgage |
| Brian Behl, CFP | www.belr.com/team-member/brian-behl/ | Bronfman Rothschild |
| Rachel Houselander, Realtor | www.rhouselander.kw.com | Keller Williams |
| Jeremy Doering, Real Estate-Broker | www.doeringrealty.com | Doering & Co. |
| Marilou Davido, Tax Advisor | www.wfa-asset.com | WFA Asset Management |
| Matthew Bellin, CRPC ® | www.northstarfinancial.com/ | North Star Resource Group |
| John G. Gscheidmeier, ABR | www.soldwisconsin.com | RE/MAX Service First, LLC |
| Kristen Rollefson, Mortgage Advisor | www.firstwisconsinfinancial.com | First Wisconsin Financial |