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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
Mark Van Etten (CRD# 6500226) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 6 years of experience in the finance industry.
Jon Vehring (CRD# 5872808) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 13 years of experience in the finance industry.
Josh Vehring (CRD# 5378124) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 16 years of experience in the finance industry.
Brian Waelti (CRD# 2051318) is an Investment Advisor Representative working at Harbour Investments, Inc. in Portage, WI and has over 34 years of experience in the finance industry.
Preston Baus (CRD# 4258644) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Wisconsin Dells, WI and has over 23 years of experience in the finance industry.
Jared Abbrederis (CRD# 6914846) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montello, WI and has over 5 years of experience in the finance industry.
Alexandria Beenken (CRD# 7673766) is an Investment Advisor Representative working at Edward Jones in Mauston, WI and has 1 year of experience in the finance industry.
Sarah Oberman (CRD# 7073414) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Reedsburg, WI and has 1 year of experience in the finance industry.
Baylee Shifflet (CRD# 7363807) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Reedsburg, WI and has over 2 years of experience in the finance industry. Baylee Shifflet 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 Stauffacher (CRD# 3116773) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Westfield, WI and has over 23 years of experience in the finance industry.