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Distance Only Delafield, WI
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Robert May (CRD# 3110735) is an Investment Advisor Representative working at Fisher Investments in Delafield, WI and has over 25 years of experience in the finance industry.
Jacob Mayer (CRD# 6295678) is an Investment Advisor Representative working at Cushing Capital Partners, LLC in Delafield, WI and has over 9 years of experience in the finance industry. Jacob Mayer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Steven Mayer (CRD# 1769234) is an Investment Advisor Representative working at Cushing Capital Partners, LLC in Delafield, WI and has over 36 years of experience in the finance industry.
Kevin McCormick (CRD# 3253164) is an Investment Advisor Representative working at Lpl Financial LLC in Delafield, WI and has over 24 years of experience in the finance industry.
James McCourt (CRD# 5693141) is an Investment Advisor Representative working at Independent Financial Group, LLC in Delafield, WI and has over 13 years of experience in the finance industry. James McCourt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
John Morton (CRD# 6489573) is an Investment Advisor Representative working at Boardwalk Financial Strategies LLC in Delafield, WI and has over 7 years of experience in the finance industry. John Morton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Michael Mustas (CRD# 2025050) is an Investment Advisor Representative working at Edward Jones in Delafield, WI and has over 34 years of experience in the finance industry.
Matthew Ottusch (CRD# 1934320) is an Investment Advisor Representative working at Cushing Capital Partners, LLC in Delafield, WI and has over 35 years of experience in the finance industry. Matthew Ottusch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Terence Pavlic (CRD# 2004968) is an Investment Advisor Representative working at Pavlic Investment Advisors, Inc. in Delafield, WI and has over 34 years of experience in the finance industry.
Michael Rodenbaugh (CRD# 5115587) is an Investment Advisor Representative working at Boardwalk Financial Strategies LLC in Delafield, WI and has over 18 years of experience in the finance industry. Michael Rodenbaugh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.