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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
Patrick Hogan (CRD# 1433427) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 38 years of experience in the finance industry.
Rick Holewinski (CRD# 2062398) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Green Bay, WI and has over 33 years of experience in the finance industry. Rick Holewinski 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.
Daniel Holl (CRD# 2820973) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Green Bay, WI and has over 27 years of experience in the finance industry.
Jeffrey Holmes (CRD# 3246857) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 24 years of experience in the finance industry.
David Horn (CRD# 4947707) is an Investment Advisor Representative working at Fiduciary Insight, LLC in Suamico, WI and has over 18 years of experience in the finance industry.
William Hornbuckle (CRD# 5672309) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Green Bay, WI and has over 13 years of experience in the finance industry.
Samuel Jacobsen (CRD# 5781664) is an Investment Advisor Representative working at Kellogg Asset Management, LLC in Green Bay, WI and has over 13 years of experience in the finance industry.
Jason Jacobson (CRD# 5613748) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Green Bay, WI and has over 15 years of experience in the finance industry.
Michael Jacques (CRD# 1794027) is an Investment Advisor Representative working at Commonwealth Financial Network in Green Bay, WI and has over 36 years of experience in the finance industry. Michael Jacques 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.
Ann Jahnke (CRD# 1988937) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Green Bay, WI and has over 25 years of experience in the finance industry.