Ziegler Wealth Management

Description

Address: Grand Central Tower, 2 Grand Central Tower, E 45th St #2200, New York, NY 10017 Hours: Closed ⋅ Opens 8AM Thursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (212) 512-0400: Place name: Website: : : : : Category: : Website: https://www.ziegler.com/locations/new-york-ny/?utm_source=local&utm_medium=organic&utm_campaign=gmb-new-york Category: Investment Bank Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ziegler Posting publicly on the Web Write a review Reviews Be the first to review From Ziegler Unable to add this file. Please check that it is a valid photo. "Community. A simple word, but one that holds great meaning here at Ziegler. From the beginning, we have been in business to generate a positive impact on the communities we serve. Whether we are serving our clients, shareholders, or our associates,...More "Community. A simple word, but one that holds great meaning here at Ziegler. From the beginning, we have been in business to generate a positive impact on the communities we serve. Whether we are serving our clients, shareholders, or our associates, we all come together for the greater good. From financing a hospital, senior living community or school, our work is helping to better the communities we live in. A rich heritage and a shared culture are the foundations of a successful business. At Ziegler, we have both. Our heritage spans over a century with a culture of unwavering commitment to integrity, teamwork and innovation."

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Ziegler Wealth Management Employees

Employee
Years
Job
Industry
Ken Koger, AAMS® Ken Koger, AAMS® Greater Chicago Area Details
Ken Koger, AAMS®'s Ziegler Wealth Management Experience September 2013 - Present
Job Ziegler Wealth Management
Industry Investment Management
Experience
Ziegler Wealth Management   September 2013 - Present
U.S. Bancorp Investments, Inc.   May 2011 - August 2013
JPMorgan Chase  March 2009 - May 2011
Wachovia Securities / A.G. Edwards & Sons, Inc.   September 2005 - March 2009
American Income Life Insurance  June 1998 - September 2001
Koger Video & Animation / Hurricane Media   June 1990 - September 1998
Cleo-Madison Asset Research   February 1990 - June 1998

Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Life Insurance, Strategic Financial..., Strategic Planning, Financial Analysis, Mutual Funds, Estate Planning, Risk Management, Sales, Small Business, Portfolio Management, Management, Finance, Business Planning, Wealth Management, Banking, Series 7, Asset Allocation

Education
College of Financial Planning   2005 — 2006
AAMS, Financial Investing - Accredited Asset Management Specialist

Ball State University   1985 — 1990
BS, Telecommunications

United States Navy Medical School for Health Sciences   1987 — 1988
Medical, Health Science

Pendleton Heights High School   1982 — 1985
yes, college prep

BSU - Delta Tau Delta

BSU - Delta Tau Delta

Steven Han Steven Han Greater Chicago Area Details
Steven Han's Ziegler Wealth Management Experience May 2012 - August 2012
Job Allstate Leadership Development Program
Industry Insurance
Experience
Allstate  2014 - Present
Kimberly-Clark  June 2014 - August 2014
Robert W. Baird & Co.   January 2013 - January 2013
Ziegler Wealth Management   May 2012 - August 2012
Ozaukee Country Club  June 2007 - August 2012

Skills
Microsoft Office, Teamwork, Time Management, Finance, Capital Markets, Financial Statement..., Business Valuation, International Business, Financial Analysis, Mandarin

Education
University of Wisconsin-Madison - School of Business   2012 — 2015
Bachelor of Business Administration (BBA), Finance, Investment & Banking

Tsinghua University   2013 — 2013
School of Economics & Management

Nicolet High School   2007 — 2011
Grades 9-12

Jackie Karamzadeh Jackie Karamzadeh Silver Spring, Maryland Details
Jackie Karamzadeh's Ziegler Wealth Management Experience July 2013 - August 2014
Job Investment Operations Manager/Supervision Principal
Industry Financial Services
Experience
H. Beck, Inc.   March 2015 - Present
Wells Fargo Fund Distributors,LLC   November 2014 - March 2015
Ziegler Wealth Management   July 2013 - August 2014
Ameriprise Financial Services, Inc.   January 2013 - July 2013
U.S. Bancorp Investments, Inc.   November 2011 - August 2012
BMO Financial Group/AMCORE Investment Services   September 2004 - July 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Management, Research, PowerPoint, Sales, Leadership, Team Building, Training, English, Process Improvement, Banking, Risk Management, Investments, Operations Management, Call Centers, Time Management, Financial Services, FINRA, Series 24, Series 7, Series 66, Series 53

Education
Southern Illinois University, Carbondale
Bachelor's degree, Finance, General

Mario Frisella Mario Frisella Greater Chicago Area Details
Mario Frisella's Ziegler Wealth Management Experience August 2010 - Present
Job Financial Advisor at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler Wealth Management   August 2010 - Present
Wilow Creeek Church   1998 - 2011
Rotary International  2009 - 2010
Edward Jones  January 2006 - September 2009
The Golf Connection   March 1984 - November 2004

Skills
Retirement Planning, Wealth Management, 401k Rollovers

Education
DePaul University   1974 — 1978
B. A., Economics

Notre Dame H. S.

Briana Riley Briana Riley Minneapolis, Minnesota Details
Briana Riley's Ziegler Wealth Management Experience 2003 - 2008
Job Database/Administrative Assistant at Pohlad Family Foundation
Industry Philanthropy
Experience
Metal-Matic, Inc  April 2008 - June 2012
Ziegler Wealth Management   2003 - 2008

Skills
QuickBooks, Illustrator, Tax Preparation, SQL, Bookkeeping, Customer Service

Education
University of Minnesota-Twin Cities
Global Studies

Laurel M Whitney Laurel M Whitney Phoenix, Arizona Area Details
Laurel M Whitney's Ziegler Wealth Management Experience 2005 - 2006
Job Financial Planner & Consultant
Industry Financial Services
Experience
L M Whitney & Associates   July 2006 - Present
Ziegler Wealth Management   2005 - 2006
American Express Financial Advisors  2004 - 2005
Gentiae Clinical Research  2000 - 2004
Whitney Roberts Travel of San Francisco   1996 - 2000
Western College of Travel   1994 - 1996
Imported Creations   1969 - 1994
Department of State & Defense   1967 - 1969
Peace Corps  1964 - 1966

Skills
Small Business, Leadership, Strategic Planning, Cultural Sensitivity, Cosmopolitan, Insurance, Negotiation, Finance, Project Management, Process Improvement, Public Speaking, Innovation, Budgets, Financial Analysis, Investments, Creative, Innovative Thinker, Patient

Education
University of Chile   1970 — 1971
post grad, Political Science and International Relations

Drury University
B.A., Sociology, Psychology

Duke University
Psychology

Minnetonka High School

Brad Wehner Brad Wehner Greater Chicago Area Details
Brad Wehner's Ziegler Wealth Management Experience October 2014 - Present
Job Senior Client Service Center Advisor
Industry Financial Services
Experience
Ziegler Wealth Management   October 2014 - Present
Ziegler Wealth Management   September 2009 - October 2014

Skills
Wealth Management, Banking, Insurance, Financial Services, Retirement Planning, Customer Service, Risk Management, Brokers, Microsoft Office, Microsoft Excel, 401k, Retirement, Business Analysis, Employee Training, Supervision

Education
Lake Forest College   2003 — 2007
Bachelor's degree, Business

Douglas Jobman Douglas Jobman Orlando, Florida Area Details
Douglas Jobman's Ziegler Wealth Management Experience May 1994 - Present
Job CERTIFIED FINANCIAL PLANNER™ practitioner, Branch Manager, Vice President at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler Wealth Management   May 1994 - Present

Skills
Financial Planning, IRA Rollovers, Retirement Income..., Comprehensive Wealth..., Asset Allocation..., Insurance Planning, Risk Management, Portfolio Management, Estate Planning, College Education..., 401(k) to IRA rollover, 403(b) to IRA rollover, Investments, Stocks, Managed Money, Tax-Exempt Bonds, Mutual Funds, Life Insurance, Fixed Annuities, Variable Annuities, Series 7, Series 24, Series 53, Florida Life, Health &..., Investment Advisor...

Education
Bradley University   1989 — 1993
Bachelor of Arts, International Relations, Minors in Economics & French

Steve Prew Steve Prew Greater Denver Area Details
Steve Prew's Ziegler Wealth Management Experience July 2011 - July 2012
Job AVP Business Development at Transamerica
Industry Financial Services
Experience
Transamerica  July 2012 - Present
Ziegler Wealth Management   July 2011 - July 2012
Advisors Asset Management, Inc.   February 2007 - June 2011
Transamerica  June 2006 - February 2007
Ziegler  May 2005 - June 2006
Curian Capital  July 2004 - May 2005
Atlas Securities  March 2000 - July 2004
Janus Capital Group  1996 - 2000
MetLife  May 1995 - May 1996
United States Navy  June 1990 - June 1994

Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance

Education
Regis University   2013 — 2015
Master of Business Administration (MBA), Strategic Management

Regis University   2007 — 2009
BS, Finance

Daniel Katz, CFA Daniel Katz, CFA Greater Denver Area Details
Daniel Katz, CFA's Ziegler Wealth Management Experience March 2007 - September 2010
Job Partner at Denver Private Wealth Management
Industry Financial Services
Experience
Denver Private Wealth Management   2014 - Present
Gill Capital Partners   January 2013 - May 2014
Morgan Stanley Wealth Management  September 2010 - January 2013
Ziegler Wealth Management   March 2007 - September 2010

Skills
Alternative Investments, Investments, Series 7, Wealth Management, Investment Strategies, Investment Management, Financial Analysis, Portfolio Management, Series 63, Asset Allocation, Chartered Financial..., Asset Management, Fixed Income, Mutual Funds, Equities, Security Analysis, Due Diligence, Hedge Funds, Securities, Investment Advisory, Equity Research, Bloomberg, Equity Valuation, Securities Analysis, Bloomberg Terminal, ETFs, Capital Markets

Education
CFA Institute
CFA

University of Colorado at Boulder
BA Economics and English

Cherry Creek High School

Scott Steinke - Office Scott Steinke - Office Greater Milwaukee Area Details
Scott Steinke - Office's Ziegler Wealth Management Experience 1982 - Present
Job Vice President at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler Wealth Management   1982 - Present
Ziegler Wealth Management   1982 - 2011

Skills
Investments, Series 7, Wealth Management, Mutual Funds, Retirement Planning, Securities, 401k, Fixed Annuities, Risk Management, Asset Allocation, Alternative Investments, Fixed Income

Education
Marquette University   1986 — 1988
Masters, Business Administration

University of Wisconsin-Milwaukee   1977 — 1981
Bachelors, Economics

Menomonee Falls North High School   1974 — 1977
Diploma

Josh Traudt Josh Traudt Greater Milwaukee Area Details
Josh Traudt's Ziegler Wealth Management Experience January 2008 - Present
Job Vice President | Financial Advisor at Ziegler
Industry Investment Management
Experience
Ziegler Wealth Management   January 2008 - Present
Robert W. Baird  January 2000 - January 2008

Skills
Series 7, 401k Rollovers, Retirement Planning, Mutual Funds, Alternative Investments, Wealth Management, Financial Advisory, Bonds, Fixed Annuities, Securities, Investments, Strategic Financial..., Asset Managment, Hedge Funds

Education
Marquette University
Engineering

University of Wisconsin-Milwaukee
BBA, Investment Finance

Hal Ribich Hal Ribich Sheboygan, Wisconsin Area Details
Hal Ribich's Ziegler Wealth Management Experience December 1999 - Present
Job Financial Advisor at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler Wealth Management   December 1999 - Present
Sterling Financial Services   August 1987 - December 1999
Ribich Realty Co. Inc.   December 1974 - November 1990

Education
College for Financial Planning   1987 — 1990
CFP Profssional Educaion Program, Financial Planning

University of Wisconsin-Madison   1971 — 1973
Bachelor of Engineering (B.E.), Construction Management

University of Wisconsin-Madison   1969 — 1972
Bachelor's degree, Zoology/Animal Biology

Effie Frank Effie Frank Greater Milwaukee Area Details
Effie Frank's Ziegler Wealth Management Experience January 2015 - Present
Job Client Services Specialist at Ziegler Wealth Management
Industry Financial Services
Experience
Ziegler Wealth Management   January 2015 - Present
Bank Mutual  March 2013 - December 2014
Kohl's Department Stores  January 2011 - February 2012
M&I Marketing Communications Group   January 2002 - May 2005
M&I Bank, Milwaukee   January 1992 - January 1998

Skills
Customer Service, Social Media, Data Entry, Marketing, Critical Thinking

Education
Alverno College   1998 — 2001
Bachelor's degree, Professional Communications/Minors English and Creative Arts

University of Wisconsin Parkside   1997 — 1998

Brian Kilczewski Brian Kilczewski Clearwater, Florida Details
Brian Kilczewski's Ziegler Wealth Management Experience April 2013 - March 2014
Job Branch Manager | First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2014 - Present
Ziegler Wealth Management   April 2013 - March 2014
Ameriprise Financial Services, Inc.   April 2012 - March 2013
Morgan Stanley  April 2010 - April 2012
H&R Block Financial Advisors  1993 - 2010

Skills
Recruiting, Business Development, Sales Management, Change Management, Finance, Financial Services, Asset Allocation, Financial Advisory, Fixed Annuities, Fixed Income, Bonds, Insurance, Florida Health, Life &...

Education
University of Pennsylvania - The Wharton School   2003 — 2003
Executive Leadership Program

Jason J. Crouch, CRPC® Jason J. Crouch, CRPC® Rockford, Illinois Details
Jason J. Crouch, CRPC®'s Ziegler Wealth Management Experience September 2004 - Present
Job Vice President Financial Advisor at Ziegler Wealth Management
Industry Investment Management
Experience
Ziegler Wealth Management   September 2004 - Present
Merrill Lynch  May 2001 - August 2004
Scudder Investments  2000 - 2001

Skills
Series 7, Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Income Protection, Fixed Income Strategies, Alternative Investments, Financial Advisory, Strategic Financial..., Investments

Education
University of Illinois at Urbana-Champaign   1996 — 2000
Bachelor of Science (B.S.), Finance

Hononegah High School   1992 — 1996

Jennifer Orpen Jennifer Orpen St. Cloud, Minnesota Area Details
Jennifer Orpen's Ziegler Wealth Management Experience May 2005 - June 2009
Job Professional Assistant
Industry Financial Services
Experience
Hennepin County  March 2012 - Present
Herbert J. Sims & Co.   December 2011 - March 2012
Culligan Water Conditioning  August 2011 - December 2011
Riverside Pub   May 2010 - October 2011
Employment Resource Center Inc   August 2011 - August 2011
Target Corporate  July 2011 - August 2011
Ziegler Wealth Management   May 2005 - June 2009
Mille Lacs Energy   February 2001 - August 2004

Skills
Excel, Customer Service, PowerPoint, Word, Administrative..., Microsoft Excel, Management, Microsoft Word, Sales, Team Building

Education
North Hennepin Community College   2006 — 2010
BAS, Finance & Business Management

Central Lakes College   2002 — 2004
Associate of Arts, General Studies

Cassandra Meixelsperger Cassandra Meixelsperger Madison, Wisconsin Details
Cassandra Meixelsperger's Ziegler Wealth Management Experience June 2014 - Present
Job at
Industry Financial Services
Experience
Ziegler Wealth Management   June 2014 - Present
Great Lakes Higher Education  June 2012 - April 2013
Great Lakes Higher Education  June 2008 - June 2012
Community Living Alliance  April 2007 - April 2008

Skills
Microsoft Excel, Oracle Applications, Great Plains Software, Oral Communication, Written Communication, Organization

Education
Lakeland College   2011 — 2013
Bachelor of Business Administration (B.B.A.), Accounting

UW-Oshkosh   2003 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General

UW-Baraboo   2001 — 2002
Associate of Arts and Sciences (A.A.S.)