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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
Thomas Kunkel (CRD# 2510614) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Chippewa Falls, WI and has over 29 years of experience in the finance industry.
Bryan Lavoy (CRD# 3123530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 25 years of experience in the finance industry.
Thomas Lind (CRD# 3102938) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Eau Claire, WI and has over 25 years of experience in the finance industry. Thomas Lind 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 Linse (CRD# 2227376) is an Investment Advisor Representative working at Principal Securities, Inc. in Mondovi, WI and has over 32 years of experience in the finance industry. Michael Linse 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.
John Locke (CRD# 5566294) is an Investment Advisor Representative working at Harbour Investments, Inc. in Eau Claire, WI and has over 13 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.
Amy Lofgren (CRD# 5535756) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 5 years of experience in the finance industry.
Daniel Lotts (CRD# 6097898) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 11 years of experience in the finance industry.
Michael Martell (CRD# 4008316) is an Investment Advisor Representative working at Lpl Financial LLC in Chippewa Falls, WI and has over 24 years of experience in the finance industry.
James Massey (CRD# 1298358) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eau Claire, WI and has over 39 years of experience in the finance industry.
Noah Mazur (CRD# 4513614) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 22 years of experience in the finance industry.