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Distance Only Neenah, 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
William Bargholtz (CRD# 2122024) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 33 years of experience in the finance industry.
Bradley Benz (CRD# 2466728) is an Investment Advisor Representative working at Schaper Benz & Wise Investment Counsel Inc. in Neenah, WI and has over 30 years of experience in the finance industry.
Lynn Berry (CRD# 2488908) is an Investment Advisor Representative working at Harbour Investments, Inc. in Neenah, WI and has over 29 years of experience in the finance industry.
Alex Brusda (CRD# 6592138) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 8 years of experience in the finance industry. Alex Brusda 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.
Adam Christnovich (CRD# 5461753) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 16 years of experience in the finance industry.
Lisa Churas Werner (CRD# 4756231) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Neenah, WI and has over 19 years of experience in the finance industry.
Nicole Danke (CRD# 4292995) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 23 years of experience in the finance industry. Nicole Danke 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.
Jonnie Douglas (CRD# 5726095) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 14 years of experience in the finance industry.
James Fischer (CRD# 1945569) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 34 years of experience in the finance industry.
Cynthia Fox (CRD# 2167960) is an Investment Advisor Representative working at Eagle Strategies LLC in Neenah, WI and has over 32 years of experience in the finance industry.