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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
Jason Lacey (CRD# 5220076) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 17 years of experience in the finance industry. Jason Lacey 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.
Scott Leutenegger (CRD# 4977629) is an Investment Advisor Representative working at Lpl Financial LLC in Cedarburg, WI and has over 15 years of experience in the finance industry.
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.