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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
Peter Fannin (CRD# 4539679) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Clintonville, WI and has over 21 years of experience in the finance industry.
Mandy Kriesel (CRD# 6685984) is an Investment Advisor Representative working at Edward Jones in Clintonville, WI and has over 7 years of experience in the finance industry.
Blake Mellin (CRD# 6904824) is an Investment Advisor Representative working at Edward Jones in Clintonville, WI and has over 5 years of experience in the finance industry.
Cole Steinke (CRD# 5901299) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Clintonville, WI and has over 12 years of experience in the finance industry.
Jason McGlone (CRD# 3078445) is an Investment Advisor Representative working at McGlone Suttner Wealth Management, Inc. in Appleton, WI and has over 25 years of experience in the finance industry. Jason McGlone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, and comply with the Financial...
Robert Aikins (CRD# 5602971) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 15 years of experience in the finance industry.
Jean-paul Aime (CRD# 4661784) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 20 years of experience in the finance industry.
Kay Anderson (CRD# 2315435) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Iola, WI and has over 15 years of experience in the finance industry.
Tina Andrew (CRD# 2887542) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 21 years of experience in the finance industry.
Matthew Armstrong (CRD# 5276366) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 14 years of experience in the finance industry.