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Wesley Bishop Gallenberger

Creative Planning

De Pere, WI

Overland Park, KS

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Current Employers
Creative Planning

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-17
  • WI RA
    APPROVED
    Since 2022-10-17

Branch Locations

2121 Innovation Court, Suite 1100, De Pere, WI 54115 • United States

5454 W. 110Th Street, Overland Park, KS 66211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wipfli Financial Advisors, Llc Green Bay WI 08/2020 09/2022
Wipfli Financial Advisors, Llc Green Bay WI 01/2020 08/2020
University Of Wisconsin - Madison Madison WI 08/2017 08/2020
Kewaunee School Disctrict Kewaunee WI 08/2010 06/2017
Creative Planning, Llc Green Bay WI 10/2022 Present
  • 08/2020 → 09/2022
    Wipfli Financial Advisors, Llc
    Green Bay, WI
  • 01/2020 → 08/2020
    Wipfli Financial Advisors, Llc
    Green Bay, WI
  • 08/2017 → 08/2020
    University Of Wisconsin - Madison
    Madison, WI
  • 08/2010 → 06/2017
    Kewaunee School Disctrict
    Kewaunee, WI
  • 10/2022 → Present
    Creative Planning, Llc
    Green Bay, WI
Previous Registrations
  • 2020-09-02 → 2022-10-18
    Wipfli Financial Advisors, Llc
    Green Bay, WI
    Milwaukee, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-31
  • S65 Uniform Investment Adviser Law Examination
    2020-08-31
Designations

View on SEC IAPD

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KENNETH JOSEPH WIRTZ
Michael J C Kniess
MARK DAVID ALBERS

Other Offices

EDWARD JONES · DE PERE, WI
MML INVESTORS SERVICES, LLC · De Pere, WI
VERUS WEALTH MANAGEMENT · DE PERE, WI
LPL FINANCIAL LLC · DE PERE, WI
PACKERLAND BROKERAGE SERVICES, INC. · DEPERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI
CETERA INVESTMENT ADVISERS LLC · DE PERE, WI
AMERIPRISE FINANCIAL SERVICES, LLC · De Pere, WI

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