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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
Angela Denk (CRD# 7237187) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Marshfield, WI and has over 3 years of experience in the finance industry.
Daniel Flees (CRD# 2363443) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has over 30 years of experience in the finance industry.
Thomas Gershman (CRD# 7469205) is an Investment Advisor Representative working at Edward Jones in Marshfield, WI and has over 2 years of experience in the finance industry.
Cory Gresham (CRD# 4953923) is an Investment Advisor Representative working at Lpl Financial LLC in Stratford, WI and has over 18 years of experience in the finance industry.
Lee Hertzfeldt (CRD# 7129294) is an Investment Advisor Representative working at Equitable Advisors, LLC in Black River Falls, WI and has over 4 years of experience in the finance industry.
Karen Koenigs (CRD# 4263202) is an Investment Advisor Representative working at State Farm Investment Management Corp. in Black River Falls, WI and has over 23 years of experience in the finance industry.
Melanie Kunze (CRD# 7392543) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Spencer, WI and has 1 year of experience in the finance industry.
Brandon Meyer (CRD# 6223161) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Marshfield, WI and has over 4 years of experience in the finance industry.
Trevor Neufeld (CRD# 7242224) is an Investment Advisor Representative working at Harbour Investments, Inc. in Marshfield, WI and has over 4 years of experience in the finance industry.
Donald Snyder (CRD# 6490192) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has 1 year of experience in the finance industry.