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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
Gregory Davis (CRD# 4788441) is an Investment Advisor Representative working at Choreo, LLC in Madison, WI and has over 19 years of experience in the finance industry. Gregory Davis 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.
Mark Deboer (CRD# 1855480) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Madison, WI and has over 23 years of experience in the finance industry.
Susan Debruin (CRD# 870245) is an Investment Advisor Representative working at Trustage Investment Management in Madison, WI and has over 44 years of experience in the finance industry.
Michael Dellolio (CRD# 6216040) is an Investment Advisor Representative working at Harbour Investments, Inc. in Madison, WI and has over 6 years of experience in the finance industry.
Roger Deterding (CRD# 5784937) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mount Horeb, WI and has over 13 years of experience in the finance industry.
Daniel Determan (CRD# 4908528) is an Investment Advisor Representative working at Clf Asset Management, Inc. in Madison, WI and has over 19 years of experience in the finance industry.
Karl Dettmann (CRD# 5790711) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Middleton, WI and has over 13 years of experience in the finance industry.
Jayne Deutmeyer (CRD# 2849831) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 27 years of experience in the finance industry.
Brendon Diers (CRD# 5445548) is an Investment Advisor Representative working at Edward Jones in Verona, WI and has over 16 years of experience in the finance industry.
Neil Dinndorf (CRD# 4811032) is an Investment Advisor Representative working at Enrich Financial Partners LLC in Madison, WI and has 1 year of experience in the finance industry. Neil Dinndorf 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.