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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
April Breheim (CRD# 5625965) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Black River Falls, WI and has over 14 years of experience in the finance industry.
Kristin Franks (CRD# 5983545) is an Investment Advisor Representative working at Edward Jones in Black River Falls, WI and has over 12 years of experience in the finance industry.
Lee Hertzfeldt (CRD# 7129294) is an Investment Advisor Representative working at Equitable Advisors, LLC in Black River Falls, WI and has over 4 years of experience in the finance industry.
Karen Koenigs (CRD# 4263202) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Black River Falls, WI and has over 23 years of experience in the finance industry.
Kristin Stutz (CRD# 6753604) is an Investment Advisor Representative working at Eagle Strategies LLC in Black River Falls, WI and has over 6 years of experience in the finance industry.
Roger Bakken (CRD# 4925099) is an Investment Advisor Representative working at Edward Jones in Tomah, WI and has over 18 years of experience in the finance industry. Roger Bakken 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.
Joseph Berry (CRD# 3051227) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 25 years of experience in the finance industry.
Joel Brieske (CRD# 4817999) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tomah, WI and has over 19 years of experience in the finance industry.
Ronald Brieske (CRD# 2948579) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Tomah, WI and has over 26 years of experience in the finance industry.
Brent Brinker (CRD# 5324627) is an Investment Advisor Representative working at Mbe Wealth Management, LLC in Tomah, WI and has over 16 years of experience in the finance industry.