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Distance Only Oostburg, 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
Timothy Harrison (CRD# 4411768) is an Investment Advisor Representative working at Principal Securities, Inc. in Oostburg, WI and has over 21 years of experience in the finance industry. Timothy Harrison 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.
Steven Ratajczak (CRD# 6309697) is an Investment Advisor Representative working at Harbour Investments, Inc. in Oostburg, WI and has over 9 years of experience in the finance industry.
Randall Roethel (CRD# 1122738) is an Investment Advisor Representative working at Principal Securities, Inc. in Oostburg, WI and has over 40 years of experience in the finance industry.
Paul Scofield (CRD# 6242997) is an Investment Advisor Representative working at Harbour Investments, Inc. in Oostburg, WI and has over 10 years of experience in the finance industry.
Jason Anger (CRD# 7291010) is an Investment Advisor Representative working at Harbour Investments, Inc. in Oostburg, WI and has 1 year of experience in the finance industry.
Matthew Demaster (CRD# 7698234) is an Investment Advisor Representative working at Principal Securities, Inc. in Oostburg, WI and has 1 year of experience in the finance industry.
Kimberly Roethel (CRD# 7586407) is an Investment Advisor Representative working at Principal Securities, Inc. in Oostburg, WI and has 1 year of experience in the finance industry.