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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
Kevin McKinley (CRD# 1177018) is an Investment Advisor Representative working at Mckinley Money, LLC in Madison, WI and has over 31 years of experience in the finance industry.
Melissa Albrecht (CRD# 6867949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 5 years of experience in the finance industry.
Amy Anderl (CRD# 6621851) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 7 years of experience in the finance industry.
Rachelle Anglemyer (CRD# 5319186) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 7 years of experience in the finance industry.
Peter Atkinson (CRD# 4268761) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Sara Bach (CRD# 4585084) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Eau Claire, WI and has over 17 years of experience in the finance industry.
Bethany Beauchamp (CRD# 6250891) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 6 years of experience in the finance industry.
Jessica Berg (CRD# 6459039) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has over 8 years of experience in the finance industry.
Mark Boser (CRD# 2921925) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 26 years of experience in the finance industry.
Jon-david Bowe (CRD# 4548116) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has over 21 years of experience in the finance industry.