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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
Brian Behl (CRD# 5210998) is an Investment Advisor Representative working at Behl Wealth Management in Delafield, WI and has over 17 years of experience in the finance industry. Brian Behl 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.
Margaret Bentzler (CRD# 5754120) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Delafield, WI and has over 13 years of experience in the finance industry.
John Bodden (CRD# 2136178) is an Investment Advisor Representative working at Harbour Investments, Inc. in Delafield, WI and has over 33 years of experience in the finance industry.
Christopher Brackman (CRD# 2097741) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Delafield, WI and has over 33 years of experience in the finance industry. Christopher Brackman 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.
Jeffrey Cady (CRD# 2131546) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Delafield, WI and has over 33 years of experience in the finance industry.
Brion Collins (CRD# 3120481) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 25 years of experience in the finance industry. Brion Collins 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 Dobson (CRD# 6989135) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 5 years of experience in the finance industry.
Barbara Doty (CRD# 3220197) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Delafield, WI and has over 16 years of experience in the finance industry.
Jay Frank (CRD# 1583024) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 37 years of experience in the finance industry. Jay Frank 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.
Joshua Frank (CRD# 6966685) is an Investment Advisor Representative working at Wealthspire Advisors in Delafield, WI and has over 5 years of experience in the finance industry.