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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
Preston Cherry (CRD# 2926829) is an Investment Advisor Representative working at Concurrent Financial Planning, LLC in Green Bay, WI and has over 19 years of experience in the finance industry. Preston Cherry 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 Cibula (CRD# 3064641) is an Investment Advisor Representative working at Lpl Financial LLC in Green Bay, WI and has over 25 years of experience in the finance industry.
Lorri Cisler (CRD# 5418194) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 16 years of experience in the finance industry.
Scott Ciullo (CRD# 1505596) is an Investment Advisor Representative working at LPL Financial LLC in Marquette, MI and has over 31 years of experience in the finance industry. He uses his wealth of knowledge to assist his clients in all aspects of financial planning to help find an appropriate retirement strategy for them. With LPL Financial, Scott is able to offer access to multiple and diverse investment vehicles tailored to each individual in order to address their unique goals.
Steven Crispigna (CRD# 1067941) is an Investment Advisor Representative working at Harbour Investments, Inc. in Green Bay, WI and has over 41 years of experience in the finance industry. Steven Crispigna 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.
Jacob Crosby (CRD# 6917608) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Green Bay, WI and has over 5 years of experience in the finance industry. Jacob Crosby 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.
Paul Culbertson (CRD# 4794134) is an Investment Advisor Representative working at Lpl Financial LLC in De Pere, WI and has over 19 years of experience in the finance industry.
Danielle Czarapata (CRD# 2901947) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 24 years of experience in the finance industry.
Alfred Czerniewski (CRD# 1675035) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Green Bay, WI and has over 36 years of experience in the finance industry.
James Czubek (CRD# 4849052) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Suamico, WI and has over 19 years of experience in the finance industry.