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Distance Only Pewaukee, 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
Corey Mader (CRD# 5795381) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has 1 year of experience in the finance industry.
John Maresh (CRD# 1032577) is an Investment Advisor Representative working at Lasalle Investment Advisors, Inc. in Pewaukee, WI and has over 23 years of experience in the finance industry.
Timothy Mittelstadt (CRD# 2143241) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Pewaukee, WI and has over 32 years of experience in the finance industry.
Mary Morrow (CRD# 2075171) is an Investment Advisor Representative working at Guardian Financial in Pewaukee, WI and has over 33 years of experience in the finance industry.
David Muchow (CRD# 4992026) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 17 years of experience in the finance industry. David Muchow 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.
Gregory Nebel (CRD# 3158631) is an Investment Advisor Representative working at Wells Fargo Advisors in Pewaukee, WI and has over 25 years of experience in the finance industry. Gregory Nebel 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.
Michele Olshanski (CRD# 2891941) is an Investment Advisor Representative working at Edward Jones in Pewaukee, WI and has over 26 years of experience in the finance industry.
John Petrie (CRD# 2897667) is an Investment Advisor Representative working at Aspiriant, LLC in Pewaukee, WI and has over 27 years of experience in the finance industry. John Petrie 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.
Kevin Reardon (CRD# 2258277) is an Investment Advisor Representative working at Shakespeare Wealth Management, LLC in Pewaukee, WI and has over 31 years of experience in the finance industry. Kevin Reardon 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 Retkowski (CRD# 3086491) is an Investment Advisor Representative working at Edward Jones in Pewaukee, WI and has over 25 years of experience in the finance industry.