608-396-3020
WI, US
Bob
Bob
2014-03-15 02:31:21
Unknown
Got a call from Jane Almondson...very polite asked me to return call did not identify company. Just left a VM.  I am a RR also
Eric
Eric
2013-12-02 17:01:20
Telemarketer
So glad I found this site.  I'm registered with Lincoln Financial.  Call came in as Private Number.  Left a message but no company name.  Not likely I will be returning this one.
Chris
Chris
2013-04-18 21:33:13
Unknown
Your name is Shill, not Bill, right?
Chris
Chris
2013-04-18 21:31:56
Telemarketer
I work for an insurance BD, got a vm from "Ara Wilson" at 608-396-3072.

Did not identify company or topic. Which was good - one less call to return!!
Erin
Erin
2013-03-28 18:29:53
Unknown
we got call today also from this number, were are independent financial planners
Ellie Wellington ? ARS ? 608-396-3068
let it go to VM, I never let these calls through to the advisors in the office you can tell by the caller ID
Adam
Adam
2012-12-06 15:48:25
Unknown
I got a call from "Maya Wilson".  Said to please return her call.  I too am an advisor.  Glad I did my due dilligence, I will not be returning her call.
Independent Advisor
Independent Advisor
2012-11-21 20:00:42
Unknown
Received a message from Rose Wilson asking politely for a call back.  This chatboard tells me she probably works for a recruiter.  Thanks for all of your feedback.
Jen
Jen
2012-10-30 14:12:49
Telemarketer
I received a call asking for my financial consultant Roland.  When he wasn't available and asked if I could take a message, she said her name is Tiffany calling for Robert Kinnally.  Robert is being referred to Roland and would like to set up an "informational phone call".  I called back after speaking with her: 608-396-3068 and was routed to an automated system with no company information.  I did get the option to speak with an operator who told me the company name is ARS - Agent Resource Solutions firm.
Another investment advisor
Another investment advisor
2012-10-04 17:07:14
Unknown
My call was from Pamela Christianson (?) just a name and a number...would not state purpose, which always makes me suspicious.  I too am an investment advisor, so obviously this call is designed to separate advisors from some of their cash...for what benefit will remain unknown as I have no intention of returning this call.

I love caller ID and voicemail.
Stu
Stu
2012-03-30 16:44:49
Unknown
I got a call -- I am an independent advisor through Wells Fargo -- they called to discuss a client, but not a mutual client. Thanks for the tips all. Matty was the name of the lady who called me.
Michael
Michael
2012-03-12 20:34:41
Telemarketer
I'm an independent financial advisor too.  I received a call this morning from 608-396-3069 from Josie Amory, asking me to call her back about a request from a client from her to call me.  

I did not return the call, thanks to this nifty site.  Thanks!
Cleveland
Cleveland
2012-02-01 17:09:06
Unknown
Why the fake names? I received a call from Bobbi Amery.  Will not call back.
Kendre
Kendre
2012-01-09 17:19:42
Unknown
We do not sell anything or recruit. Our focus is to set up networking phone calls. We are out of Melrose, WI. Not the deep south. All we are trying to do is give you more options. Not make you change your BD.
Dale
Dale
2011-11-23 20:42:14
Telemarketer
Got a call this afternoon from a Lacy Amery asking me to call her back about a client in my area. Left her number as 608-396-3069 Ext 111. Sounds much like the others on this site. The caller sounded as if she were from the deep South rather than WI.

I'm also a Financial Advisor and never give out info on clients. Did not return the call.
Louise
Louise
2011-11-16 21:35:24
Telemarketer
Basically the same firm, same M.O., new callers.  Likely recruiting advisors to a firm.
skidave
skidave
2011-08-18 02:41:03
Unknown
I am a financial advisor in CAand received a call from Carol Atwel  who left this number.
Her message was:   "Mike Spivey referred her to speak with  you,  has a couple of non-urgent questions."
Pam
Pam
2011-08-02 21:27:14
Telemarketer
Received a call from Tally Amery with ARS.   She referenced her boss' name - Jeff Juda, said he wanted to "get his name out"......
Robert
Robert
2011-06-15 19:09:40
Telemarketer
Telemarketing agency for financial brokers called me to tell me about an opportunity with EK Riley.
Jeff
Jeff
2011-06-09 19:18:01
Unknown
I too am an Independent Advisor and received a call from someone who left this number and asked that I call him.  Said he was calling on behalf of a mutual client (someone I had never heard of).
Heather
Heather
2011-06-06 20:52:23
Unknown
I received a call from a woman named "Gerry" who claimed to be calling for a client of hers, who "had some questions" for me.  She did not identify where she was calling from or the exact purpose of the questions.  Scam...  Solicitor...  (?)
Andrew
Andrew
2011-05-18 15:56:37
Telemarketer
Same as above...received voicemail from Erin Woods.  This time it was an "advisor in your area asked me to reach out to you". Did not call back after checking this site.
Chris
Chris
2011-05-17 19:04:58
Unknown
"Erin Woods" (she introduced herself with a friendly chuckle) at extension 112 is reaching out to me on behalf of "Eric Cheney" and is looking forward to hearing from me early this afternoon. (Hope she doesn't have to wait in the office until I call...)
Linda
Linda
2011-04-25 17:47:44
Telemarketer
I'm glad they helped "Bill" above.  Maybe Bill can ask them to quit calling us.  Today, the caller identified herself as Opal Ambrose and said that she makes appointments on behalf of her boss.  I think it was the same person who was Olivia Amery the last time.
Bill
Bill
2011-04-21 14:41:09
Unknown
I got a call from this number  and I am sure glad I called back. They referred me to a great broker dealer that provided better support to me and my clients, better payouts, and the independence I have been looking for. They girl on the line was very friendly and helpful. Thanks for you help!
Pat
Pat
2011-04-18 19:33:49
Unknown
I got a call today from Olivia Amery at ext 107 from ARS.  Like other posts---no mention of reason for call.  Obviously Telemarketers---because came up as PRIVATE NUMBER.    Wasting my time!
Linda
Linda
2011-04-13 14:24:06
Telemarketer
Our call was from Olivia Amery of ARS, ext 111.  Wanted my boss to call her back.  (not a chance)
George
George
2011-04-12 20:30:46
Unknown
I am an independent advisor - received a call from "Jane Pearlman" - did not leave an extension, also claimed "a client of hers asked her to contact me"...  no company or reason...  these people need to be shut down.
vin
vin
2011-03-29 18:34:23
Unknown
sonny (female voice) @ x113 left me a similar voice mail about personal biz.  No company name, no specifics.
Patti
Patti
2011-03-16 17:52:19
Unknown
An Opal Amery at extension 113 also called me wanting me to give my MP a message to call her back and also said she wanted to ask him some personal business quesitons.  Don't think so......she said the name of her company was ARS.
Linda
Linda
2011-03-16 16:15:52
Unknown
Opal Amery at extension 113 left a voice mail that she had some personal business questions to ask.  She did not identify her company.
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