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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
Mark Kranz (CRD# 2676325) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has over 28 years of experience in the finance industry.
Jonathan Kroening (CRD# 4925150) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 19 years of experience in the finance industry. Jonathan Kroening 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.
Melissa Krupa (CRD# 5845645) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Stillwater, MN and has over 9 years of experience in the finance industry.
Veronica Kuechenmeister (CRD# 5394273) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Elmo, MN and has over 9 years of experience in the finance industry.
Eric Kuitu (CRD# 2705273) is an Investment Advisor Representative working at Principal Securities, Inc. in Lake Elmo, MN and has over 25 years of experience in the finance industry. Eric Kuitu 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.
Chad Kulzer (CRD# 4090201) is an Investment Advisor Representative working at Osaic Wealth, Inc. in New Richmond, WI and has over 24 years of experience in the finance industry.
Jeff Landt (CRD# 2791033) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Somerset, WI and has over 27 years of experience in the finance industry. Jeff Landt 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.
Bryan Lavoy (CRD# 3123530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 25 years of experience in the finance industry.
James Ledbetter (CRD# 3155550) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake Elmo, MN and has over 25 years of experience in the finance industry. James Ledbetter 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.
Michael Leverty (CRD# 4518320) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 21 years of experience in the finance industry.