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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
Jason Atwater (CRD# 5006690) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Oak Creek, WI and has over 18 years of experience in the finance industry.
Terry Backmann (CRD# 4717131) is an Investment Advisor Representative working at Jordan Financial Life Planning in Kenosha, WI and has over 20 years of experience in the finance industry.
Candice Baker (CRD# 5224067) is an Investment Advisor Representative working at Johnson Wealth Inc. in Kenosha, WI and has over 14 years of experience in the finance industry.
Bradley Baldridge (CRD# 2491532) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Berlin, WI and has over 29 years of experience in the finance industry. Bradley Baldridge 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.
Lee Barczak (CRD# 1032134) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 42 years of experience in the finance industry.
Stephen Barnes (CRD# 720394) is an Investment Advisor Representative working at Lpl Financial LLC in Waukesha, WI and has over 43 years of experience in the finance industry.
Amy Barrett (CRD# 1459516) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has 30+ years of experience in the finance industry. Amy Barrett 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 putclients' interests first and comply with the Financial Planning Practice Standards.
Kevin Barry (CRD# 6128106) is an Investment Advisor Representative working at Equitable Advisors, LLC in Waukesha, WI and has over 11 years of experience in the finance industry.
Eric Bartlett (CRD# 5098332) is an Investment Advisor Representative working at Highpoint Planning Partners in Volo, IL and has over 16 years of experience in the finance industry.
Jefferson Batt (CRD# 2758452) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Mchenry, IL and has over 27 years of experience in the finance industry. Jefferson Batt 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.