Account Access

 

 

 

To securely access your account information via Investor360°® , please click on the Icon above.  You can also view the Investor360° user guide for more information.

Forgot your Username or Password?

 Randy Plantenberg's Clients: Call our Tomahawk office 715-453-0722.

Rich Nagel's Clients: Call our Thiensville office 262-478-3000.

View a demo

Watch this short video to learn how Investor360° delivers easy online access to your complete financial life.  Just click on the gray arrow in the box.

Need Access?

If you would like to access your account online but do not have login credentials, please contact our office for assistance.

Randy Plantenberg's Clients: 715-453-0722. We are here to help you Monday through Friday, 8:00am - 4:00pm.

Rich Nagel's Clients: 262-478-3000. We are here to help you Monday through Friday, 8:30am - 4:00pm.