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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
Kara Proctor (CRD# 5719166) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 10 years of experience in the finance industry. Kara Proctor 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 Purmal (CRD# 2608604) is an Investment Advisor Representative working at Edward Jones in Merrill, WI and has over 28 years of experience in the finance industry.
Terri Rau (CRD# 5574111) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 11 years of experience in the finance industry.
Jeremy Reif (CRD# 4815206) is an Investment Advisor Representative working at Point Wealth, LLC in Wausau, WI and has over 18 years of experience in the finance industry.
Brian Resch (CRD# 6277236) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 7 years of experience in the finance industry.
Christopher Robinson (CRD# 6216359) is an Investment Advisor Representative working at Edward Jones in Merrill, WI and has over 10 years of experience in the finance industry.
Travis Rose (CRD# 6018122) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Antigo, WI and has over 12 years of experience in the finance industry.
Joel Rueber (CRD# 6222595) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Wausau, WI and has over 10 years of experience in the finance industry.
Isaac Schield (CRD# 6510342) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wausau, WI and has over 8 years of experience in the finance industry.
Andrew Schliepp (CRD# 4978354) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Wausau, WI and has over 18 years of experience in the finance industry.