Debbie Oswald's Professional Contact Details

Mobile Number (Verified)
Get Mobile Number
HQ
+1 763-417-1700
Location
Madison, Wisconsin

Debbie Oswald's Current Company Details

In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relie...
In 1997, four advisors sharing an office space discovered they also shared an essential belief: The financial services industry needed a new and better way to provide advice to clients—one that would help relieve stress from their clients' financial lives.They built a firm that would deliver truly comprehensive financial guidance, all under one roof, so that clients wouldn't have to deal with the hassle of managing multiple financial relationships, making complex decisions, or coordinating disparate accounts.That idea has evolved into what we call the Roundtable™, our team of specialists and advisors in six core areas of wealth management. We believe that this team, paired with our 3-step UniFi™ process, helps ensure your financial life is organized, comprehensive and straightforward, enabling you to make more confident decisions and be less stressed when it comes to managing your wealth.Securities offered through LPL Financial, Member SIPC (www.SIPC.org). Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.
financial planning
investment management
tax strategies
risk management
insurance
estate planning
group retirement plan consulting
retirement income planning
financial services
law practice
legal services

Debbie Oswald's Work History and Education

Wealth Enhancement Group
Senior Vice President
2020 - Present
SVA Financial Group
Principal / Senior Wealth Manager
2000 - 2020 • 21 years
Hewitt Associates
Consultant
1989 - 1993 • 4 years

Others Named Debbie Oswald

Frequently Asked Questions about Debbie Oswald


What company does Debbie Oswald work for?

Debbie Oswald works for Wealth Enhancement Group.

What is Debbie Oswald's role at Wealth Enhancement Group?

Debbie Oswald's role at Wealth Enhancement Group is Senior Vice President.

What is Debbie Oswald's email address?

Debbie Oswald's email address is d**@wealthenhancement.com.

What is Debbie Oswald's business email address?

Debbie Oswald's business email address is d**@wealthenhancement.com.

What is Debbie Oswald's direct mobile number?

Debbie Oswald's direct mobile number is (608) XXX-XXXX.

What is Debbie Oswald's HQ phone number?

Debbie Oswald's HQ phone number is +1 763-417-1700.

What industry does Debbie Oswald work in?

Debbie Oswald works in the Financial Services industry.

Who are Debbie Oswald's colleagues?

Debbie Oswald's colleagues are Aaron Jacobs, Adam Cobourn, Adam Elliott, Adam Mark and more.
Licensing Specialist
Managing Director
Client Service Manager
Senior Vice President Financial Advisor
Associate Financial Advisor

Prospect on LinkedIn

Find verified emails and direct dial mobile numbers of contacts on LinkedIn, and sync them with your CRM instantly
Download ExtensionRepresents linkedin prospector
Browse Apollo's Directories

"We love the interface, the experience, and most importantly… the results."

Erik Straub

Chief Marketing Officer, Kickfurther

"Using Apollo, we’ve solved the biggest problem for every business, the lead problem. We are now constrained by sales time and no longer lack interested prospects."

Michael Transon

CEO, Victorious

Ready to try it out?

Get started for free, then add your whole team. You can always talk to sales if you’re interested in advanced plans.