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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
Thomas Harmsen (CRD# 2439764) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Appleton, WI and has over 30 years of experience in the finance industry. Thomas Harmsen 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.
Michael Heideman (CRD# 2224399) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in New London, WI and has over 31 years of experience in the finance industry.
Evan Henderson (CRD# 6499700) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in Appleton, WI and has over 6 years of experience in the finance industry. Evan Henderson 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.
Theresa Henslin (CRD# 5144901) is an Investment Advisor Representative working at Lpl Financial LLC in Appleton, WI and has over 17 years of experience in the finance industry.
Todd Hietpas (CRD# 4613236) is an Investment Advisor Representative working at Mml Investors Services, LLC in Kimberly, WI and has over 21 years of experience in the finance industry.
Francis Hinnendael (CRD# 5887580) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 12 years of experience in the finance industry.
Patti Hohn (CRD# 5498300) is an Investment Advisor Representative working at Commonwealth Financial Network in Kimberly, WI and has over 15 years of experience in the finance industry.
Steven Hooyman (CRD# 2143662) is an Investment Advisor Representative working at Copper Harbor Investment Advisors, LLC in Appleton, WI and has over 20 years of experience in the finance industry. Steven Hooyman 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.
Brian Hoppe (CRD# 4667058) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 20 years of experience in the finance industry.
Christopher Howard (CRD# 3054960) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 25 years of experience in the finance industry.