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Distance Only Racine, 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
Jeffrey Pieters (CRD# 1907246) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Racine, WI and has over 35 years of experience in the finance industry.
Anne Poisl (CRD# 4350099) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 5 years of experience in the finance industry.
Jeffrey Porasik (CRD# 1770451) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Racine, WI and has over 36 years of experience in the finance industry.
Skipper Riley (CRD# 4962088) is an Investment Advisor Representative working at Lpl Financial LLC in Racine, WI and has over 19 years of experience in the finance industry. Skipper Riley 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 Schold (CRD# 2749078) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Racine, WI and has over 25 years of experience in the finance industry. Michael Schold 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.
Katherine Shalbrack (CRD# 1105542) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Racine, WI and has over 41 years of experience in the finance industry.
Daniel Sinnen (CRD# 5724887) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Racine, WI and has over 14 years of experience in the finance industry.
Andrew Starosta (CRD# 1866755) is an Investment Advisor Representative working at Lpl Financial LLC in Racine, WI and has over 30 years of experience in the finance industry.
Anthony Stella (CRD# 2233165) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Racine, WI and has over 31 years of experience in the finance industry.
Farrah Stephan (CRD# 4290693) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Racine, WI and has over 22 years of experience in the finance industry.