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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
Bradley Buchanan (CRD# 2998769) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 26 years of experience in the finance industry.
Aurora Carbaugh (CRD# 3180095) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Oshkosh, WI and has over 25 years of experience in the finance industry.
Adam Christnovich (CRD# 5461753) is an Investment Advisor Representative working at Edward Jones in Neenah, WI and has over 16 years of experience in the finance industry.
Lisa Churas Werner (CRD# 4756231) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Neenah, WI and has over 19 years of experience in the finance industry.
Robert Cox (CRD# 6045945) is an Investment Advisor Representative working at Edward Jones in Fond Du Lac, WI and has over 11 years of experience in the finance industry.
Nicole Danke (CRD# 4292995) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 23 years of experience in the finance industry. Nicole Danke 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.
Allan Davies (CRD# 5239840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Greenville, WI and has over 17 years of experience in the finance industry.
Anton Denk (CRD# 2490815) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 29 years of experience in the finance industry. Anton Denk 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.
David Detjen (CRD# 1279005) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 39 years of experience in the finance industry.
Michael Donnan (CRD# 4776996) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 19 years of experience in the finance industry.