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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
Margaret Koenig (CRD# 7540237) is an Investment Advisor Representative working at Edward Jones in Saint Croix Falls, WI and has 1 year of experience in the finance industry.
Michael Kojonen (CRD# 7638827) is an Investment Advisor Representative working at Alphastar Capital Management in Hudson, WI and has 1 year of experience in the finance industry.
Chantel Luke (CRD# 5780884) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Hudson, WI and has over 13 years of experience in the finance industry.
Eric Morrissey (CRD# 7427997) is an Investment Advisor Representative working at Edward Jones in Amery, WI and has over 2 years of experience in the finance industry.
Michael Nelson (CRD# 6330256) is an Investment Advisor Representative working at Leverty Financial Group, LLC in Hudson, WI and has over 7 years of experience in the finance industry. Michael Nelson 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.
Derek Reese (CRD# 5559647) is an Investment Advisor Representative working at Lpl Financial LLC in Baldwin, WI and has over 15 years of experience in the finance industry.
Katherine Robbins (CRD# 5665557) is an Investment Advisor Representative working at Edward Jones in Hudson, WI and has over 3 years of experience in the finance industry.
Robert Sather (CRD# 7339398) is an Investment Advisor Representative working at Sather's Financial LLC in Luck, WI and has over 3 years of experience in the finance industry.
Chad Shafer (CRD# 5047655) is an Investment Advisor Representative working at Avantax Advisory Services in Baldwin, WI and has over 16 years of experience in the finance industry.
Katie Swenby (CRD# 7373549) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glenwood City, WI and has over 2 years of experience in the finance industry.