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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
William Bargholtz (CRD# 2122024) is an Investment Advisor Representative working at Lpl Financial LLC in Neenah, WI and has over 33 years of experience in the finance industry.
Laura Barnard (CRD# 5330657) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 13 years of experience in the finance industry.
Trent Barringer (CRD# 2586631) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Sheboygan, WI and has over 26 years of experience in the finance industry.
Steven Bassetto (CRD# 1752333) is an Investment Advisor Representative working at Optivise Advisory Services LLC in Appleton, WI and has over 36 years of experience in the finance industry.
Jill Batley (CRD# 2204924) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 32 years of experience in the finance industry.
Troy Beck (CRD# 6123464) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Menasha, WI and has over 11 years of experience in the finance industry.
Brian Beeck (CRD# 2975062) is an Investment Advisor Representative working at Edward Jones in Sheboygan Falls, WI and has over 26 years of experience in the finance industry.
Scott Beesley (CRD# 4393919) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 22 years of experience in the finance industry. Scott Beesley 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.
Susan Behm (CRD# 4154286) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 23 years of experience in the finance industry.
Paul Behnke (CRD# 4470500) is an Investment Advisor Representative working at Independent Financial Group, LLC in Oshkosh, WI and has over 22 years of experience in the finance industry.