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Distance Only Wausau, 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
Theresa Artac (CRD# 6498813) is an Investment Advisor Representative working at Park Avenue Securities LLC in Wausau, WI and has over 7 years of experience in the finance industry. Theresa Artac 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.
Dan Augustine (CRD# 4880831) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wausau, WI and has over 19 years of experience in the finance industry.
Frank Barnett (CRD# 5563340) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wausau, WI and has over 13 years of experience in the finance industry.
Douglas Bierman (CRD# 2732570) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wausau, WI and has over 27 years of experience in the finance industry.
Nathan Birchler (CRD# 5427030) is an Investment Advisor Representative working at Edward Jones in Wausau, WI and has over 16 years of experience in the finance industry.
Duwayne Boettcher (CRD# 4554349) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wausau, WI and has over 21 years of experience in the finance industry.
Patrick Bradley (CRD# 1251109) is an Investment Advisor Representative working at Myfamilycfo, Inc. in Wausau, WI and has over 35 years of experience in the finance industry.
Christopher Brickheimer (CRD# 4400254) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Wausau, WI and has over 22 years of experience in the finance industry.
Cole Bruner (CRD# 6311944) is an Investment Advisor Representative working at Buska Wealth Management, LLC in Wausau, WI and has over 10 years of experience in the finance industry.
Jamie Connor (CRD# 5283030) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Wausau, WI and has over 16 years of experience in the finance industry.