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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
Nicholas Alsteen (CRD# 5078644) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 18 years of experience in the finance industry. Nicholas Alsteen 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.
Lori Barry (CRD# 5771498) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 13 years of experience in the finance industry.
Brittany Borota-Kluck (CRD# 6521442) is an Investment Advisor Representative working at Edward Jones in Baraboo, WI and has over 8 years of experience in the finance industry.
Laurie Dischler (CRD# 6737041) is an Investment Advisor Representative working at Edward Jones in Baraboo, WI and has over 6 years of experience in the finance industry.
Leslie Gay (CRD# 4472019) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 22 years of experience in the finance industry.
Andrew Hager (CRD# 3171227) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Baraboo, WI and has over 24 years of experience in the finance industry. Andrew Hager 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.
Griffin Kalepp (CRD# 6033428) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Baraboo, WI and has over 8 years of experience in the finance industry. Griffin Kalepp 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.
Larry Marlette (CRD# 3176914) is an Investment Advisor Representative working at Mwa Financial Services, Inc. in Baraboo, WI and has over 25 years of experience in the finance industry.
Lisa McClyman (CRD# 2845735) is an Investment Advisor Representative working at Lpl Financial LLC in Baraboo, WI and has over 27 years of experience in the finance industry.
Darren Schwinefus (CRD# 5587750) is an Investment Advisor Representative working at Eagle Strategies LLC in Baraboo, WI and has over 14 years of experience in the finance industry.