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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
David Herman (CRD# 836952) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Grand Marsh, WI and has over 42 years of experience in the finance industry.
Kathy Houzner (CRD# 2125820) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 33 years of experience in the finance industry.
John Kampen (CRD# 5486541) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Endeavor, WI and has over 15 years of experience in the finance industry.
Nathan Keller (CRD# 3081819) is an Investment Advisor Representative working at Lpl Financial LLC in Wisconsin Dells, WI and has over 21 years of experience in the finance industry.
Jacob Krueger (CRD# 5493816) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Reedsburg, WI and has over 15 years of experience in the finance industry. Jacob Krueger 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.
Kiril Kustief (CRD# 4299078) is an Investment Advisor Representative working at Edward Jones in Mauston, WI and has over 22 years of experience in the finance industry.
Matthew Kvernen (CRD# 6106109) is an Investment Advisor Representative working at Edward Jones in Reedsburg, WI and has over 11 years of experience in the finance industry.
Daniel Mael (CRD# 6901195) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 5 years of experience in the finance industry.
Shane Rockweiler (CRD# 6588337) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Reedsburg, WI and has over 8 years of experience in the finance industry.
Thomas Romaniak (CRD# 4839213) is an Investment Advisor Representative working at Edward Jones in Pardeeville, WI and has over 19 years of experience in the finance industry.