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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
Phillip Kubichka (CRD# 6400210) is an Investment Advisor Representative working at Edward Jones in New Holstein, WI and has over 9 years of experience in the finance industry.
Michael Kugler (CRD# 1272962) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in West Bend, WI and has over 39 years of experience in the finance industry.
Jason Lacey (CRD# 5220076) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 17 years of experience in the finance industry. Jason Lacey 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.
Michael Lachance (CRD# 5995529) is an Investment Advisor Representative working at Edward Jones in Grafton, WI and has over 10 years of experience in the finance industry.
David Lake (CRD# 1638504) is an Investment Advisor Representative working at Capital Wealth Advisors, Ltd. in West Bend, WI and has over 33 years of experience in the finance industry.
Ronald Larson (CRD# 2439456) is an Investment Advisor Representative working at Larson Wealth Management, LLC in West Bend, WI and has over 30 years of experience in the finance industry.
Jay Lauer (CRD# 2735098) is an Investment Advisor Representative working at Plus Group Wealth Advisors, LLC in Belgium, WI and has over 28 years of experience in the finance industry.
Greg Lavin (CRD# 2413278) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fond Du Lac, WI and has over 23 years of experience in the finance industry.
Jennifer Le Clair-Bemis (CRD# 6382235) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 9 years of experience in the finance industry.
Paul Leal (CRD# 4931559) is an Investment Advisor Representative working at Edward Jones in Plymouth, WI and has over 18 years of experience in the finance industry.