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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
James Wolf (CRD# 2535890) is an Investment Advisor Representative working at Lpl Financial LLC in New Richmond, WI and has over 28 years of experience in the finance industry.
Mackenzie Zajec (CRD# 5523649) is an Investment Advisor Representative working at Avantax Advisory Services in New Richmond, WI and has over 15 years of experience in the finance industry. Mackenzie Zajec 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.
Ashton Beck (CRD# 7099366) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has 1 year of experience in the finance industry.
Gabrielle Belisle (CRD# 7155761) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has over 2 years of experience in the finance industry.
Matthew Berquam (CRD# 3093796) is an Investment Advisor Representative working at State Farm Investment Management Corp. in New Richmond, WI and has over 25 years of experience in the finance industry.
Eric Bratvold (CRD# 2989333) is an Investment Advisor Representative working at Dakota Wealth, LLC in Stillwater, MN and has over 26 years of experience in the finance industry.
Jill Brett (CRD# 3200751) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has over 23 years of experience in the finance industry.
Amy Ferguson (CRD# 7566830) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stillwater, MN and has 1 year of experience in the finance industry.
Osni Ferreira Filho (CRD# 6877027) is an Investment Advisor Representative working at Eversource Wealth Advisors, LLC in Hudson, WI and has over 4 years of experience in the finance industry. Osni Ferreira Filho 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.
Alec Fischer (CRD# 7726258) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Roberts, WI and has 1 year of experience in the finance industry.