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Distance Only Verona, 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
Matthew Gerlach (CRD# 5445560) is an Investment Advisor Representative working at Edward Jones in Verona, WI and has over 16 years of experience in the finance industry.
James Guy (CRD# 5609109) is an Investment Advisor Representative working at Lincoln Investment in Verona, WI and has over 15 years of experience in the finance industry.
Sean Hanke (CRD# 6930363) is an Investment Advisor Representative working at Lpl Financial LLC in Verona, WI and has over 5 years of experience in the finance industry.
Roger Hellenbrand (CRD# 1859490) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 35 years of experience in the finance industry.
Andrew King (CRD# 1517044) is an Investment Advisor Representative working at Coordinated Capital Securities, Inc. in Verona, WI and has over 37 years of experience in the finance industry. Andrew King 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 Lamb (CRD# 4833692) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 19 years of experience in the finance industry.
Chase Martin (CRD# 6435245) is an Investment Advisor Representative working at Commonwealth Financial Network in Verona, WI and has over 9 years of experience in the finance industry.
Lucas Marty (CRD# 6079770) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 7 years of experience in the finance industry. Lucas Marty 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.
Chad Millar (CRD# 6400973) is an Investment Advisor Representative working at Lincoln Investment in Verona, WI and has over 9 years of experience in the finance industry.