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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
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.
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.
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.
Paul Tuttle (CRD# 6773774) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has 1 year of experience in the finance industry.
Kelsey Wagner (CRD# 7020885) is an Investment Advisor Representative working at Pjs Investment Management in Cedarburg, WI and has over 4 years of experience in the finance industry.
Megan Weigand (CRD# 6935713) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Cedarburg, WI and has 1 year of experience in the finance industry.
Marc Willden (CRD# 7255037) is an Investment Advisor Representative working at Mutual Advisors, LLC in Cedarburg, WI and has over 3 years of experience in the finance industry.
Jason Willms (CRD# 7297180) 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.
Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 5 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.