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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
Chris Crain (CRD# 4193014) is an Investment Advisor Representative working at Wells Fargo Advisors in Cedarburg, WI and has over 23 years of experience in the finance industry.
Joseph Curatola (CRD# 3136222) is an Investment Advisor Representative working at Allspring Funds Management, LLC in Menomonee Falls, WI and has over 22 years of experience in the finance industry.
Matthew D'attilio (CRD# 2414950) is an Investment Advisor Representative working at Pegasus Partners in Mequon, WI and has over 30 years of experience in the finance industry.
Don Dahlman (CRD# 2279866) is an Investment Advisor Representative working at Lpl Financial LLC in Fox Point, WI and has over 31 years of experience in the finance industry.
Sarah Damsgaard (CRD# 4881329) is an Investment Advisor Representative working at Morgan Stanley in Mequon, WI and has over 13 years of experience in the finance industry.
Cory Davis (CRD# 2083298) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 31 years of experience in the finance industry.
Michael Debbink (CRD# 714032) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Mequon, WI and has over 43 years of experience in the finance industry.
Zachary Deboer (CRD# 6572539) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Mequon, WI and has over 8 years of experience in the finance industry.
Nicholas Deering (CRD# 5183144) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sheboygan, WI and has over 15 years of experience in the finance industry. Nicholas Deering 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.
Justin Delwiche (CRD# 6423649) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Mequon, WI and has over 8 years of experience in the finance industry.