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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
William Baxter (CRD# 2816654) is an Investment Advisor Representative working at Paladin Partners in Hartland, WI and has over 27 years of experience in the finance industry. William Baxter 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.
Kristi Berg (CRD# 6309109) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun Prairie, WI and has over 9 years of experience in the finance industry.
Rosemary Bertram (CRD# 2625069) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 22 years of experience in the finance industry.
Paul Bilitz (CRD# 1992511) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 19 years of experience in the finance industry.
Richard Blatter (CRD# 5588054) is an Investment Advisor Representative working at Thurston Springer Advisors in Sun Prairie, WI and has over 15 years of experience in the finance industry.
Mark Bloomer (CRD# 2228365) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Hartland, WI and has over 31 years of experience in the finance industry.
Patrick Bortz (CRD# 6056846) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oconomowoc, WI and has over 11 years of experience in the finance industry.
Homer Braden (CRD# 4325343) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Sun Prairie, WI and has over 23 years of experience in the finance industry.
Timothy Brennan (CRD# 1973209) is an Investment Advisor Representative working at Commonwealth Financial Network in Fond Du Lac, WI and has over 32 years of experience in the finance industry.
Christopher Brock (CRD# 6262956) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Oconomowoc, WI and has over 10 years of experience in the finance industry.