How to set up an LLC for investments like Series I bonds (opens in new tab)
Publication: Bankrate Yahoo! Finance
Paul Ouweneel is a partner at Wipfli and managing director at Wipfli Corporate Finance Advisors, LLC. With extensive experience in business strategy, transaction advisory and valuation, Paul provides comprehensive advisory and consulting services to ownership and C-suites. Paul specializes in guiding clients through complex financial decisions, offering strategic insights and tailored solutions to enhance shareholder value. Paul holds the prestigious CFA, CPA and CFP designations and is an investment banker licensed with FINRA, holding Series 79 and 63 licenses. Paul works tirelessly to consistently produce outstanding outcomes for his clients’ key stakeholders, including their employees, customers, community members and shareholders.
- Merger and acquisition assistance
- Business valuations
- Transition planning
- Buy/sell agreements
- Chartered Financial Analyst
- Certified Public Accountant
- Accredited in Business Valuation
- Certified Financial Planner Professional
- Series 79 Securities License (Limited Representative – Investment Banker)
- Series 63 Securities License (Uniform Securities Agent)
- CFA Institute - Member
- American Institute of Certified Public Accountants (AICPA) - Member
- Wisconsin Institute of Certified Public Accountants (WICPA) - Member
University of Wisconsin-Whitewater
- Master of public administration degree in accounting with an emphasis in finance
- Bachelor of business administration degree in accounting
How to set up an LLC for investments like Series I bonds (opens in new tab)
Publication: Bankrate
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