-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Lauren O'brien (CRD# 6109032) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 11 years of experience in the finance industry.
Cynthia O'connell (CRD# 2389077) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Windsor, WI and has over 30 years of experience in the finance industry.
Susan Peck (CRD# 6379499) is an Investment Advisor Representative working at Evolution Financial LLC in Madison, WI and has over 9 years of experience in the finance industry. Susan Peck 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.
Robert Pierangeli (CRD# 6754375) is an Investment Advisor Representative working at 401k Investment Professionals in Waunakee, WI and has over 7 years of experience in the finance industry. Robert Pierangeli 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.
Tammy Reefe (CRD# 4219043) is an Investment Advisor Representative working at Edward Jones in Waunakee, WI and has over 23 years of experience in the finance industry.
Daniel Rendler (CRD# 6070383) is an Investment Advisor Representative working at Commonwealth Financial Network in Prairie Du Sac, WI and has over 11 years of experience in the finance industry. Daniel Rendler 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.
Todd Rendler (CRD# 1417382) is an Investment Advisor Representative working at Commonwealth Financial Network in Prairie Du Sac, WI and has over 34 years of experience in the finance industry.
Charles Riedesel (CRD# 4354587) is an Investment Advisor Representative working at Commonwealth Financial Network in Lodi, WI and has over 22 years of experience in the finance industry.
Shane Rockweiler (CRD# 6588337) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Reedsburg, WI and has over 8 years of experience in the finance industry.
Thomas Romaniak (CRD# 4839213) is an Investment Advisor Representative working at Edward Jones in Pardeeville, WI and has over 19 years of experience in the finance industry.