Waukesha Investments, located at Waukesha State Bank, has promoted Joe Vaklyes to executive financial advisor.
Vaklyes has worked for Waukesha Investments since 2009 and is committed to providing financial guidance and investment solutions to help his customers meet their financial goals and objectives. As an Executive Financial Advisor, he will continue to provide a variety of advisory and non-advisory financial services, including financial planning, retirement planning, portfolio reviews, retirement income planning, long term care insurance, social security strategies, gifting and estate planning, rollovers and fee based advisory options. He is also a CERTIFIED FINANCIAL PLANNER (CFP®), a Chartered Financial Consultant (ChFC), as well as FINRA registered with series 6, 7, 63 and 66 securities registrations, and holds his Life & Health Insurance licenses in many states.
Company:
Waukesha State Bank
151 E. St. Paul Ave.
Waukesha, WI 53188
