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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
Jason McGlone (CRD# 3078445) is an Investment Advisor Representative working at McGlone Suttner Wealth Management, Inc. in Appleton, WI and has over 23 years of experience in the finance industry. Jason McGlone 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 putclients' interests first and comply with the Financial Planning...
Brian Amundson (CRD# 6036441) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 8 years of experience in the finance industry.
Tina Andrew (CRD# 2887542) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 20 years of experience in the finance industry.
Ryan Armock (CRD# 4260917) is an Investment Advisor Representative working at Thrivent Advisor Network, LLC in Appleton, WI and has over 21 years of experience in the finance industry.
Matthew Armstrong (CRD# 5276366) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 12 years of experience in the finance industry.
Joshua Baade (CRD# 4745782) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 16 years of experience in the finance industry.
Theodore Balthazor (CRD# 2845163) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Appleton, WI and has over 24 years of experience in the finance industry.
Jeremy Bardon (CRD# 3076299) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 23 years of experience in the finance industry. Jeremy Bardon 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.
Laura Barnard (CRD# 5330657) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 11 years of experience in the finance industry.
Steven Bassetto (CRD# 1752333) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Appleton, WI and has over 34 years of experience in the finance industry.