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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
Phillip Askot (CRD# 859364) is an Investment Advisor Representative working at Western International Securities in Wauwatosa, WI and has over 38 years of experience in the finance industry.
James Asplin (CRD# 2639123) is an Investment Advisor Representative working at Lpl Financial LLC in Port Washington, WI and has over 28 years of experience in the finance industry.
Geoffrey Aster (CRD# 4908957) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Milwaukee, WI and has over 17 years of experience in the finance industry.
Nicholas August (CRD# 6232375) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 11 years of experience in the finance industry.
John Augustin (CRD# 1771066) is an Investment Advisor Representative working at Harbour Investments, Inc. in Pewaukee, WI and has over 36 years of experience in the finance industry.
John Augustine (CRD# 2304923) is an Investment Advisor Representative working at Commonwealth Financial Network in West Bend, WI and has over 29 years of experience in the finance industry.
Lesley Augustine (CRD# 2246740) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 15 years of experience in the finance industry.
Steven Backus (CRD# 4622760) is an Investment Advisor Representative working at Johnson Wealth Inc. in Milwaukee, WI and has over 21 years of experience in the finance industry.
Robert Bacskai (CRD# 1872426) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Mequon, WI and has over 35 years of experience in the finance industry.
Theodore Baer (CRD# 2271915) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, WI and has over 31 years of experience in the finance industry. Theodore Baer 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.