-
Distance Only Appleton, WI
-
COMPENSATION Either
-
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
Paul Hoffman (CRD# 1219596) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 40 years of experience in the finance industry.
Steven Hooyman (CRD# 2143662) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 20 years of experience in the finance industry. Steven Hooyman 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.
Brian Hoppe (CRD# 4667058) 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.
Christopher Howard (CRD# 3054960) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 25 years of experience in the finance industry.
Frederic Hubley (CRD# 5731048) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 14 years of experience in the finance industry.
Julie Huth (CRD# 4951301) is an Investment Advisor Representative working at Huth Advisory Group, LLC in Appleton, WI and has 1 year of experience in the finance industry. Julie Huth 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.
Sharon Ifrach (CRD# 5254220) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Kelly Imig (CRD# 5448003) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 15 years of experience in the finance industry.
Angela Jaeger (CRD# 2630873) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 27 years of experience in the finance industry.
Michael Jansen (CRD# 3178244) is an Investment Advisor Representative working at Prudential Financial Planning Services in Appleton, WI and has over 25 years of experience in the finance industry.