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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
Derek Leighton (CRD# 5561986) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, WI and has over 14 years of experience in the finance industry.
Randall Lescohier (CRD# 6930389) is an Investment Advisor Representative working at Lpl Financial LLC in Black Earth, WI and has over 5 years of experience in the finance industry.
Dimitris Lorandos (CRD# 1477692) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Cross Plains, WI and has over 37 years of experience in the finance industry.
Daniel Mael (CRD# 6901195) is an Investment Advisor Representative working at Edward Jones in Portage, WI and has over 5 years of experience in the finance industry.
Earl Marquardt (CRD# 2649551) is an Investment Advisor Representative working at Lpl Financial LLC in Waunakee, WI and has over 28 years of experience in the finance industry. Earl Marquardt 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.
Jason Marty (CRD# 6277199) is an Investment Advisor Representative working at 401k Investment Professionals in Waunakee, WI and has over 10 years of experience in the finance industry.
Jonathan Mead (CRD# 5993727) is an Investment Advisor Representative working at Eagle Strategies LLC in W Baraboo, WI and has over 11 years of experience in the finance industry.
Thomas Meyer (CRD# 7078732) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 4 years of experience in the finance industry.
Chad Mietz (CRD# 2733958) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Madison, WI and has over 27 years of experience in the finance industry.
James Morrey (CRD# 5831660) is an Investment Advisor Representative working at Primerica Advisors in Spring Green, WI and has over 13 years of experience in the finance industry.