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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
Rodney Cupp (CRD# 2858488) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Waunakee, WI and has over 26 years of experience in the finance industry.
Zachary Dahl (CRD# 6011461) is an Investment Advisor Representative working at Independent Financial Group, LLC in Cross Plains, WI and has over 11 years of experience in the finance industry.
Jamie Droessler (CRD# 5635716) is an Investment Advisor Representative working at Direct Financial Care in Black Earth, WI and has over 15 years of experience in the finance industry. Jamie Droessler 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.
Patrick Durden (CRD# 2342040) is an Investment Advisor Representative working at Lpl Financial LLC in Waunakee, WI and has over 30 years of experience in the finance industry.
Joseph Dwyer (CRD# 6141747) is an Investment Advisor Representative working at Lpl Financial LLC in Waunakee, WI and has over 9 years of experience in the finance industry. Joseph Dwyer 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.
David Edwards (CRD# 2963036) is an Investment Advisor Representative working at Lpl Financial LLC in Sauk City, WI and has over 26 years of experience in the finance industry. David Edwards 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 Esser (CRD# 5487250) is an Investment Advisor Representative working at Edward Jones in Windsor, WI and has over 15 years of experience in the finance industry.
Kevin Faulkner (CRD# 4550916) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 21 years of experience in the finance industry.
Jonathan Fimreite (CRD# 6115351) is an Investment Advisor Representative working at Edward Jones in De Forest, WI and has over 11 years of experience in the finance industry.
Joel Groskreutz (CRD# 6717895) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Reedsburg, WI and has over 7 years of experience in the finance industry.