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Distance Metro area (25 miles)
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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
Tracey Anton (CRD# 2457436) is an Investment Advisor Representative working at T. Anton Investment House, Inc. in Madison, WI and has over 26 years of experience in the finance industry. Tracey Anton 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.
Jason Bernard-Buehrle (CRD# 5493792) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Madison, WI and has over 12 years of experience in the finance industry.
Courtney Dean (CRD# 2654895) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 23 years of experience in the finance industry.
Erik Gotrik (CRD# 6326113) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Madison, WI and has over 6 years of experience in the finance industry.
John Locke (CRD# 5566294) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 9 years of experience in the finance industry. John Locke 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.
Geraldine Parrott (CRD# 1185742) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 37 years of experience in the finance industry. Geraldine Parrott 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.
Robin Roquitte (CRD# 1685453) is an Investment Advisor Representative working at Ecio, Inc. in Madison, WI and has over 33 years of experience in the finance industry.
Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 2 years of experience in the finance industry.
Michael Acharya (CRD# 5963575) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 8 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Elm Grove, WI and has over 6 years of experience in the finance industry.