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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
Brian Simmons (CRD# 4014556) is an Investment Advisor Representative working at Edward Jones in Bloomer, WI and has over 18 years of experience in the finance industry.
Ty Bernicke (CRD# 2936490) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 20 years of experience in the finance industry. Ty Bernicke 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.
Michael Brahmer (CRD# 4917470) is an Investment Advisor Representative working at Bernicke Wealth Management, Ltd. in Altoona, WI and has over 12 years of experience in the finance industry. Michael Brahmer 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.
Gregory Edwards (CRD# 2854564) is an Investment Advisor Representative working at Commonwealth Financial Network in Eau Claire, WI and has over 21 years of experience in the finance industry. Gregory Edwards 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.
Craig Falkner (CRD# 4496734) is an Investment Advisor Representative working at Advisory Services Network in Eau Claire, WI and has over 10 years of experience in the finance industry.
Steven Flaten (CRD# 2245454) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 25 years of experience in the finance industry. Steven Flaten 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.
Paul Fuhrman (CRD# 1571669) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has over 31 years of experience in the finance industry.
Ronald Gloe (CRD# 721830) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Eau Claire, WI and has over 32 years of experience in the finance industry. Ronald Gloe 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.
John Heike (CRD# 5426122) is an Investment Advisor Representative working at Woodbury Financial Services, Inc. in Menomonie, WI and has over 9 years of experience in the finance industry. John Heike 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 Jones (CRD# 2002891) is an Investment Advisor Representative working at Jones Financial Consulting, LLC in Eau Claire, WI and has over 28 years of experience in the finance industry. David Jones 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.