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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
Patrick Broeske (CRD# 1979771) is an Investment Advisor Representative working at Lpl Financial LLC in Fond Du Lac, WI and has over 34 years of experience in the finance industry.
Randal Brotherhood (CRD# 6920752) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 5 years of experience in the finance industry.
Jamie Brown (CRD# 5463760) is an Investment Advisor Representative working at Endowment Wealth Management, Inc. in Appleton, WI and has over 16 years of experience in the finance industry.
Alex Brusda (CRD# 6592138) is an Investment Advisor Representative working at North Star Asset Management Inc. in Neenah, WI and has over 8 years of experience in the finance industry. Alex Brusda 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.
Bradley Buchanan (CRD# 2998769) is an Investment Advisor Representative working at North Star Asset Management Inc. in Menasha, WI and has over 26 years of experience in the finance industry.
Jake Buman (CRD# 6637766) is an Investment Advisor Representative working at Cuso Financial Services in Kimberly, WI and has over 7 years of experience in the finance industry.
Gregory Burgett (CRD# 2195400) is an Investment Advisor Representative working at Principal Securities, Inc. in Sheboygan, WI and has over 32 years of experience in the finance industry.
Marlo Burns (CRD# 5402549) is an Investment Advisor Representative working at Cuso Financial Services in Appleton, WI and has over 9 years of experience in the finance industry.
Jeremy Burri (CRD# 4422544) is an Investment Advisor Representative working at Veritas Financial Services, LLC in Plymouth, WI and has over 22 years of experience in the finance industry.
Leslie Burton (CRD# 3067946) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 24 years of experience in the finance industry.