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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
Sarah Wolf (CRD# 5726328) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Madison, WI and has over 14 years of experience in the finance industry.
Paul Zander (CRD# 6378867) is an Investment Advisor Representative working at Lpl Financial LLC in Cross Plains, WI and has over 9 years of experience in the finance industry.
Preston Baus (CRD# 4258644) is an Investment Advisor Representative working at American Independent Securities Group, LLC in Wisconsin Dells, WI and has over 23 years of experience in the finance industry.
Jared Abbrederis (CRD# 6914846) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Montello, WI and has over 6 years of experience in the finance industry.
Trevor Agnew (CRD# 7126359) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lodi, WI and has over 3 years of experience in the finance industry.
Alexandria Beenken (CRD# 7673766) is an Investment Advisor Representative working at Edward Jones in Mauston, WI and has 1 year of experience in the finance industry.
Maximilian Benrud (CRD# 7174096) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 4 years of experience in the finance industry.
Dennis Crow (CRD# 6665209) is an Investment Advisor Representative working at Commonwealth Financial Network in Lodi, WI and has over 4 years of experience in the finance industry. Dennis Crow 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.
Tatiana Dickey (CRD# 6888020) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 6 years of experience in the finance industry. Tatiana Dickey 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.
Elizabeth Gust (CRD# 7495631) is an Investment Advisor Representative working at Osaic Wealth, Inc. in De Forest, WI and has 1 year of experience in the finance industry.