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Distance Only Milwaukee, 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
Geofrey Banda (CRD# 2946847) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 26 years of experience in the finance industry.
Samantha Bane (CRD# 6121538) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 9 years of experience in the finance industry.
Matthew Bappert (CRD# 6569779) is an Investment Advisor Representative working at 1834 Investment Advisors Company in Milwaukee, WI and has over 8 years of experience in the finance industry. Matthew Bappert 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.
Lesly Barnes (CRD# 4561238) is an Investment Advisor Representative working at National Investment Services Of America, LLC in Milwaukee, WI and has over 14 years of experience in the finance industry.
John Barrett (CRD# 2673905) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 28 years of experience in the finance industry.
Laura Barry (CRD# 2788548) is an Investment Advisor Representative working at Wealthspire Advisors in Milwaukee, WI and has over 19 years of experience in the finance industry. Laura Barry 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.
Kendall Bauer (CRD# 6314689) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 9 years of experience in the finance industry.
Nicholas Bauer (CRD# 3099440) is an Investment Advisor Representative working at Operose Advisors LLC in Milwaukee, WI and has over 20 years of experience in the finance industry.
Christy Baughman (CRD# 1329150) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Milwaukee, WI and has over 39 years of experience in the finance industry.
David Baum (CRD# 2887725) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Milwaukee, WI and has over 26 years of experience in the finance industry.