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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
Joseph Mann (CRD# 6493029) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 7 years of experience in the finance industry.
Brent Mares (CRD# 5484985) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 16 years of experience in the finance industry. Brent Mares 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.
Cody Mares (CRD# 1366616) is an Investment Advisor Representative working at Lpl Financial LLC in Greenville, WI and has over 38 years of experience in the finance industry. Cody Mares 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.
Kelly Marshall (CRD# 2755394) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Princeton, WI and has over 26 years of experience in the finance industry.
Bradley Marx (CRD# 4331467) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Fond Du Lac, WI and has over 23 years of experience in the finance industry.
Kristen Massie (CRD# 5175701) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fond Du Lac, WI and has over 16 years of experience in the finance industry.
Richard Matravers (CRD# 4585985) is an Investment Advisor Representative working at Edward Jones in Waupun, WI and has over 21 years of experience in the finance industry.
Benjamin Mayer (CRD# 6492358) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Neenah, WI and has over 8 years of experience in the finance industry.
Keenan Meitner (CRD# 6160720) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in North Fon Du Lac, WI and has over 9 years of experience in the finance industry.
Jacob Merk (CRD# 6341014) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 8 years of experience in the finance industry. Jacob Merk 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.