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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
Paul Sobotta (CRD# 1818955) is an Investment Advisor Representative working at Prudential Financial Planning Services in Arcadia, WI and has over 35 years of experience in the finance industry.
Danny Albertson (CRD# 5573350) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Winona, MN and has over 15 years of experience in the finance industry.
Phillip Anderson (CRD# 1498354) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Winona, MN and has over 37 years of experience in the finance industry. Phillip 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.
Lisa Berger (CRD# 5635651) is an Investment Advisor Representative working at Edward Jones in Mondovi, WI and has over 15 years of experience in the finance industry.
Gregg Brandt (CRD# 6691853) is an Investment Advisor Representative working at Edward Jones in Winona, MN and has over 7 years of experience in the finance industry.
Cory Campbell (CRD# 5928412) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mondovi, WI and has over 12 years of experience in the finance industry.
Susan Cassidy (CRD# 5944295) is an Investment Advisor Representative working at Edward Jones in Galesville, WI and has over 12 years of experience in the finance industry.
Stephen Cohen (CRD# 6978415) is an Investment Advisor Representative working at Edward Jones in West Salem, WI and has over 5 years of experience in the finance industry.
Edward Davig (CRD# 841294) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Holmen, WI and has over 32 years of experience in the finance industry.
Paul Dean (CRD# 6264480) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mondovi, WI and has over 9 years of experience in the finance industry.