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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
Chad Gerst (CRD# 4091252) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Amery, WI and has over 17 years of experience in the finance industry.
Patrick Gherity (CRD# 2682755) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 22 years of experience in the finance industry.
Philip Kluge (CRD# 827462) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Amery, WI and has over 30 years of experience in the finance industry.
Seth Parker (CRD# 5415690) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Amery, WI and has over 10 years of experience in the finance industry.
Ryan Collins (CRD# 6416684) is an Investment Advisor Representative working at Edward Jones in Amery, WI and has over 3 years of experience in the finance industry.
Sherri Munkelwitz (CRD# 4961031) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Amery, WI and has over 9 years of experience in the finance industry.
Brett Anderson (CRD# 4377100) is an Investment Advisor Representative working at St. Croix Advisors, LLC in Hudson, WI and has over 17 years of experience in the finance industry. Brett Anderson 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.
Kurt Galenti (CRD# 1105798) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Stillwater, MN and has over 35 years of experience in the finance industry. Kurt Galenti 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.
Jamie Grupe (CRD# 3106745) is an Investment Advisor Representative working at Lpl Financial LLC in Hudson, WI and has over 19 years of experience in the finance industry. Jamie Grupe 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.