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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
Kimberly Barfknecht (CRD# 6755306) is an Investment Advisor Representative working at Lpl Financial LLC in Madison, WI and has over 6 years of experience in the finance industry.
Clinton Bauch (CRD# 2791047) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 27 years of experience in the finance industry. Clinton Bauch 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.
Kelly Baumbach (CRD# 3277458) is an Investment Advisor Representative working at Baker Tilly Wealth Management, LLC in Madison, WI and has over 24 years of experience in the finance industry. Kelly Baumbach 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.
Amy Baumhofer (CRD# 6727391) is an Investment Advisor Representative working at Edward Jones in Lake Mills, WI and has over 7 years of experience in the finance industry.
Angela Behm (CRD# 5424359) is an Investment Advisor Representative working at Jacobson & Schmitt Advisors, LLC in Middleton, WI and has over 12 years of experience in the finance industry.
Matthew Bellin (CRD# 5555170) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Madison, WI and has over 12 years of experience in the finance industry.
Paul Benrud (CRD# 3026796) is an Investment Advisor Representative working at Edward Jones in Madison, WI and has over 25 years of experience in the finance industry.
Charles Benton (CRD# 6826339) is an Investment Advisor Representative working at Primerica Advisors in Madison, WI and has over 6 years of experience in the finance industry.
Kristi Berg (CRD# 6309109) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Sun Prairie, WI and has over 9 years of experience in the finance industry.
Elizabeth Bergmann (CRD# 5515261) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 12 years of experience in the finance industry.