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Distance Only Platteville, 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
Daniel Baxter (CRD# 6612829) is an Investment Advisor Representative working at United Advisors America in Platteville, WI and has over 8 years of experience in the finance industry.
Aaron Cullen (CRD# 6224930) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Matthew Cuplin (CRD# 5422602) is an Investment Advisor Representative working at Commonwealth Financial Network in Platteville, WI and has over 16 years of experience in the finance industry. Matthew Cuplin 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.
Robert Hundhausen (CRD# 6509973) is an Investment Advisor Representative working at Edward Jones in Platteville, WI and has over 8 years of experience in the finance industry.
Tyler Kennicker (CRD# 5014641) is an Investment Advisor Representative working at Lpl Financial LLC in Platteville, WI and has over 18 years of experience in the finance industry.
Brandon Masbruch (CRD# 6387423) is an Investment Advisor Representative working at Commonwealth Financial Network in Platteville, WI and has over 9 years of experience in the finance industry.
Bradley Mootz (CRD# 6400214) is an Investment Advisor Representative working at Edward Jones in Platteville, WI and has over 9 years of experience in the finance industry.
Alaina Reeves (CRD# 6298819) is an Investment Advisor Representative working at Edward Jones in Platteville, WI and has over 5 years of experience in the finance industry.
Benjamin Reeves (CRD# 1662764) is an Investment Advisor Representative working at Edward Jones in Platteville, WI and has over 37 years of experience in the finance industry. Benjamin Reeves 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.
Jeffrey Richard (CRD# 1034537) is an Investment Advisor Representative working at Harbour Investments, Inc. in Platteville, WI and has over 38 years of experience in the finance industry.