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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
Katrina Elbert (CRD# 5463061) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 10 years of experience in the finance industry.
Jeffrey Erickson (CRD# 4633951) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 21 years of experience in the finance industry.
Daniel Estenson (CRD# 6108325) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 10 years of experience in the finance industry. Daniel Estenson 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.
Dean Estling (CRD# 2128144) is an Investment Advisor Representative working at Principal Securities, Inc. in Chippewa Falls, WI and has over 33 years of experience in the finance industry.
Karlyn Etheridge (CRD# 5233299) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Eau Claire, WI and has over 16 years of experience in the finance industry.
Ronald Farley (CRD# 1788552) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 36 years of experience in the finance industry.
Kegan Fassler (CRD# 6823625) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 5 years of experience in the finance industry.
Connie Fick Weber (CRD# 4805829) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 19 years of experience in the finance industry.
Craig Fladten (CRD# 6276288) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 10 years of experience in the finance industry.
Christopher Forcier (CRD# 4130654) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Altoona, WI and has over 23 years of experience in the finance industry.