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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
Jonathan Kroening (CRD# 4925150) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 19 years of experience in the finance industry. Jonathan Kroening 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.
Jeffrey Krumenauer (CRD# 2131526) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Eau Claire, WI and has over 33 years of experience in the finance industry.
Terry Krumenauer (CRD# 4304648) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Chippewa Falls, WI and has over 23 years of experience in the finance industry. Terry Krumenauer 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.
Thomas Kunkel (CRD# 2510614) is an Investment Advisor Representative working at Virtue Capital Management, LLC in Chippewa Falls, WI and has over 29 years of experience in the finance industry.
Gene Larock (CRD# 2065604) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Altoona, WI and has over 33 years of experience in the finance industry.
Steven Latham (CRD# 5432016) is an Investment Advisor Representative working at Great Valley Advisor Group, Inc. in Altoona, WI and has over 16 years of experience in the finance industry. Steven Latham 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.
Bryan Lavoy (CRD# 3123530) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Menomonie, WI and has over 25 years of experience in the finance industry.
Scott Lawton (CRD# 6691890) is an Investment Advisor Representative working at Edward Jones in Altoona, WI and has over 7 years of experience in the finance industry.
Thomas Lind (CRD# 3102938) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Eau Claire, WI and has over 25 years of experience in the finance industry. Thomas Lind 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 Locke (CRD# 5566294) is an Investment Advisor Representative working at Harbour Investments, Inc. in Eau Claire, WI and has over 13 years of experience in the finance industry. John Locke 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.