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Distance Only Greenfield, 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
Michael Patterson (CRD# 2181445) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenfield, WI and has over 32 years of experience in the finance industry.
Brendan Reid (CRD# 4964216) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Greenfield, WI and has over 18 years of experience in the finance industry.
Joseph Roubik (CRD# 2443120) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Greenfield, WI and has over 30 years of experience in the finance industry.
Kevin Seufzer (CRD# 4605041) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 20 years of experience in the finance industry.
Joseph Tamm (CRD# 4705869) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenfield, WI and has over 18 years of experience in the finance industry.
Mark Thompson (CRD# 4341369) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 23 years of experience in the finance industry.
Melissa Wahlen (CRD# 6467187) is an Investment Advisor Representative working at Edward Jones in Greenfield, WI and has over 9 years of experience in the finance industry.
Carla Zevnik-Seufzer (CRD# 2351081) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 30 years of experience in the finance industry.
Michael Bafus (CRD# 7066709) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Greenfield, WI and has over 3 years of experience in the finance industry.
Karen McMahon (CRD# 2041522) is an Investment Advisor Representative working at Edward Jones in Greenfield, WI and has over 27 years of experience in the finance industry.