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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
Betty Wellhoefer Hill (CRD# 2514382) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Cedarburg, WI and has over 29 years of experience in the finance industry. Betty Wellhoefer Hill 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.
Steven Clasen (CRD# 4610826) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 19 years of experience in the finance industry.
Jennifer Binninger Gomez (CRD# 6195146) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 3 years of experience in the finance industry.
Ian Cole (CRD# 7284151) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 3 years of experience in the finance industry.
Sarah Fitzsimmons (CRD# 7723262) is an Investment Advisor Representative working at Edward Jones in Cedarburg, WI and has 1 year of experience in the finance industry.
Thomas Hipp (CRD# 2233385) is an Investment Advisor Representative working at Principal Asset Management in Cedarburg, WI and has over 31 years of experience in the finance industry.
Emily Klotz (CRD# 7048629) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has over 2 years of experience in the finance industry.
David Pagel (CRD# 6575552) is an Investment Advisor Representative working at Harbour Investments, Inc. in Cedarburg, WI and has over 8 years of experience in the finance industry. David Pagel 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.
David Pagel (CRD# 1349586) is an Investment Advisor Representative working at Harbour Investments, Inc. in Cedarburg, WI and has over 32 years of experience in the finance industry. David Pagel 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.
Harmony Tchaikovski (CRD# 7567234) is an Investment Advisor Representative working at Edward Jones in Cedarburg, WI and has 1 year of experience in the finance industry.