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Distance Only New Berlin, 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
Kevin Hoeft (CRD# 6614349) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, WI and has over 8 years of experience in the finance industry.
Jeremy Keil (CRD# 4673347) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in New Berlin, WI and has over 20 years of experience in the finance industry.
Russell Kenitzer (CRD# 2391431) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Berlin, WI and has over 30 years of experience in the finance industry.
Michael Koscinski (CRD# 2395523) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in New Berlin, WI and has over 30 years of experience in the finance industry.
John Kurcz (CRD# 6551867) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in New Berlin, WI and has over 7 years of experience in the finance industry. John Kurcz 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.
David Kutschenreuter (CRD# 4650618) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Berlin, WI and has over 20 years of experience in the finance industry. David Kutschenreuter 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.
James Longe (CRD# 1493260) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, WI and has over 36 years of experience in the finance industry.
Michael Malich (CRD# 6094186) is an Investment Advisor Representative working at Edward Jones in New Berlin, WI and has over 11 years of experience in the finance industry.
Brenda Merschdorf (CRD# 2352250) is an Investment Advisor Representative working at Edward Jones in New Berlin, WI and has over 30 years of experience in the finance industry. Brenda Merschdorf 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.
Michael Passaglia (CRD# 1469389) is an Investment Advisor Representative working at Lpl Financial LLC in New Berlin, WI and has over 33 years of experience in the finance industry.