-
Distance Only Middleton, WI
-
COMPENSATION Either
-
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 Dubis (CRD# 4418429) is an Investment Advisor Representative working at Michael A. Dubis Financial Planning, LLC in Middleton, WI and has over 23 years of experience in the finance industry. Michael Dubis 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.
Melody Ellis (CRD# 6011352) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 11 years of experience in the finance industry.
Bronson Endres (CRD# 6056952) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 10 years of experience in the finance industry.
Thomas Freitag (CRD# 2255886) is an Investment Advisor Representative working at Apex Fiduciary Advisors LLC in Middleton, WI and has over 31 years of experience in the finance industry.
Kaitlyn Friant (CRD# 6642148) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Middleton, WI and has over 5 years of experience in the finance industry.
Patrick Gilchrist (CRD# 5125467) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Middleton, WI and has over 16 years of experience in the finance industry.
Cherie Gon (CRD# 6376459) is an Investment Advisor Representative working at Edward Jones in Middleton, WI and has over 9 years of experience in the finance industry.
Louise Googins (CRD# 857700) is an Investment Advisor Representative working at Googins Advisors, Inc. in Middleton, WI and has over 25 years of experience in the finance industry.
Andrew Grow (CRD# 5862246) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 12 years of experience in the finance industry.
Jay Haberkorn (CRD# 5086165) is an Investment Advisor Representative working at Equitable Advisors, LLC in Middleton, WI and has over 17 years of experience in the finance industry.