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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
Amanda Denny (CRD# 4494259) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 22 years of experience in the finance industry.
Gerard Deprez (CRD# 3067654) is an Investment Advisor Representative working at Harbour Investments, Inc. in Green Bay, WI and has over 25 years of experience in the finance industry. Gerard Deprez 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.
Dennis Dercks (CRD# 1397007) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Seymour, WI and has over 38 years of experience in the finance industry.
David Detjen (CRD# 1279005) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Oshkosh, WI and has over 39 years of experience in the finance industry.
Jeffrey Diehl (CRD# 1525156) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 37 years of experience in the finance industry.
Adam Domask (CRD# 6005997) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 12 years of experience in the finance industry.
Michael Donnan (CRD# 4776996) is an Investment Advisor Representative working at Aegis Financial in Oshkosh, WI and has over 19 years of experience in the finance industry.
Harry Dorman (CRD# 2027308) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 34 years of experience in the finance industry.
Cassandra Dorn (CRD# 4813300) is an Investment Advisor Representative working at Lpl Financial LLC in Oshkosh, WI and has over 19 years of experience in the finance industry. Cassandra Dorn 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.
Mark Dorvinen (CRD# 2805113) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Green Bay, WI and has over 27 years of experience in the finance industry.