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Distance Only Cedarburg, WI
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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
Kelly Merten (CRD# 4783952) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 19 years of experience in the finance industry.
Gregory Michaels (CRD# 2377939) is an Investment Advisor Representative working at Edward Jones in Cedarburg, WI and has over 18 years of experience in the finance industry.
Thomas Mueller (CRD# 6902238) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 5 years of experience in the finance industry.
Julie Rafenstein (CRD# 5918891) is an Investment Advisor Representative working at Lpl Financial LLC in Cedarburg, WI and has over 5 years of experience in the finance industry.
Margaret Sewart (CRD# 6186348) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Cedarburg, WI and has over 10 years of experience in the finance industry.
Steven Sievers (CRD# 6060451) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 11 years of experience in the finance industry.
Patrick Sommerfield (CRD# 4576687) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 23 years of experience in the finance industry.
Jared Thompson (CRD# 3074861) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cedarburg, WI and has over 25 years of experience in the finance industry.
Timothy Triolo (CRD# 4251955) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedarburg, WI and has over 23 years of experience in the finance industry.
Scott Weir (CRD# 2196183) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cedarburg, WI and has over 32 years of experience in the finance industry.