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Distance Only Whitefish Bay, 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
Amy Bernstrom (CRD# 5974963) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Whitefish Bay, WI and has over 8 years of experience in the finance industry.
Brian Clarke (CRD# 2248403) is an Investment Advisor Representative working at Clarke Financial Counsel, LLC in Whitefish Bay, WI and has over 27 years of experience in the finance industry. Brian Clarke 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.
Glen Colwell (CRD# 3171133) is an Investment Advisor Representative working at Anew Advisors, LLC in Whitefish Bay, WI and has over 24 years of experience in the finance industry.
Marilou Davido (CRD# 6785910) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 6 years of experience in the finance industry. Marilou Davido 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.
Jonathan Davis (CRD# 4480594) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Whitefish Bay, WI and has over 22 years of experience in the finance industry.
Nicholas Enea (CRD# 2558016) is an Investment Advisor Representative working at Wfa Asset Management Corp in Whitefish Bay, WI and has over 29 years of experience in the finance industry. Nicholas Enea 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.
Gregory Mahalick (CRD# 2940893) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 17 years of experience in the finance industry.
Jerome Mahalick (CRD# 2532456) is an Investment Advisor Representative working at Amp Wealth Management in Whitefish Bay, WI and has over 29 years of experience in the finance industry.
Jay Murphy (CRD# 5587228) is an Investment Advisor Representative working at Edward Jones in Whitefish Bay, WI and has over 15 years of experience in the finance industry.
Anthony Pecoraro (CRD# 2413039) is an Investment Advisor Representative working at Lpl Financial LLC in Whitefish Bay, WI and has over 30 years of experience in the finance industry.