-
Distance Only Verona, WI
-
COMPENSATION Either
-
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
Lisa Mumper (CRD# 4927261) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 18 years of experience in the finance industry.
Lauren Pedersen (CRD# 1201067) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Verona, WI and has over 40 years of experience in the finance industry.
Timothy Pederson (CRD# 2302051) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Verona, WI and has over 15 years of experience in the finance industry.
Shane Roth (CRD# 4594444) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 21 years of experience in the finance industry.
David Sigler (CRD# 1803313) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Verona, WI and has over 36 years of experience in the finance industry.
Alan Winsand (CRD# 1298272) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 39 years of experience in the finance industry.
Annirose Womack (CRD# 5811496) is an Investment Advisor Representative working at Lincoln Investment in Verona, WI and has over 13 years of experience in the finance industry. Annirose Womack 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.
Clifford Wullschleger (CRD# 1438270) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Verona, WI and has over 38 years of experience in the finance industry.
Desiree Alexander (CRD# 6276912) is an Investment Advisor Representative working at Harbour Investments, Inc. in Verona, WI and has over 2 years of experience in the finance industry.
Brandin Arndt (CRD# 7169198) is an Investment Advisor Representative working at Edward Jones in Verona, WI and has over 4 years of experience in the finance industry.