Bryan Theis, Financial Advisor

FINANCIAL ADVISOR
Bryan M Theis

CFP®
200 W Grand Ave Suite A-100, Beloit, WI 53511opens in a new window
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Charitable Giving
  • College Savings

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Sports Enthusiast

Team Members

  • Angela Isler
    Registered Branch Associate
  • Pam Henry
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(608) 362-1666

Fax

(888) 649-1957

Office Address

200 W Grand Ave Suite A-100
Beloit, WI 53511opens in a new window

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