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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
Julie Groves (CRD# 4641447) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 20 years of experience in the finance industry.
Bruce Gust (CRD# 2316699) is an Investment Advisor Representative working at Osaic Wealth, Inc. in De Forest, WI and has over 30 years of experience in the finance industry.
Douglas Halverson (CRD# 5441153) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Portage, WI and has over 16 years of experience in the finance industry.
Robert Hatch (CRD# 6368167) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Lodi, WI and has over 9 years of experience in the finance industry.
George Heathcote (CRD# 5394655) is an Investment Advisor Representative working at Next Financial Group, Inc. in Mazomanie, WI and has over 16 years of experience in the finance industry.
Jennifer Homman (CRD# 4303375) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in De Forest, WI and has over 22 years of experience in the finance industry.
Kathy Houzner (CRD# 2125820) is an Investment Advisor Representative working at Lpl Financial LLC in Portage, WI and has over 33 years of experience in the finance industry.
Bradford Jakel (CRD# 2320988) is an Investment Advisor Representative working at 401k Investment Professionals in Waunakee, WI and has over 31 years of experience in the finance industry.
Erin Jones (CRD# 5479915) is an Investment Advisor Representative working at Cwm, LLC in De Forest, WI and has over 15 years of experience in the finance industry. Erin Jones 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.
John Kampen (CRD# 5486541) is an Investment Advisor Representative working at Creative Financial Designs, Inc. in Endeavor, WI and has over 16 years of experience in the finance industry.