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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
Lukas Hubers (CRD# 6269599) is an Investment Advisor Representative working at Lpl Financial LLC in Kaukauna, WI and has over 9 years of experience in the finance industry.
Frederic Hubley (CRD# 5731048) is an Investment Advisor Representative working at Winch Financial in Appleton, WI and has over 14 years of experience in the finance industry.
Julie Huth (CRD# 4951301) is an Investment Advisor Representative working at Huth Advisory Group, LLC in Appleton, WI and has 1 year of experience in the finance industry. Julie Huth 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.
Sharon Ifrach (CRD# 5254220) is an Investment Advisor Representative working at Private Client Services, LLC in Appleton, WI and has over 16 years of experience in the finance industry.
Kelly Imig (CRD# 5448003) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Appleton, WI and has over 15 years of experience in the finance industry.
Angela Jaeger (CRD# 2630873) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Appleton, WI and has over 27 years of experience in the finance industry.
Michael Jansen (CRD# 3178244) is an Investment Advisor Representative working at Prudential Financial Planning Services in Appleton, WI and has over 25 years of experience in the finance industry.
Susan Jansen (CRD# 2761273) is an Investment Advisor Representative working at Gateway Wealth Partners, LLC in Appleton, WI and has over 26 years of experience in the finance industry.
Gary Janssen (CRD# 1719806) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Waupaca, WI and has over 36 years of experience in the finance industry.
David Jensen (CRD# 5391883) is an Investment Advisor Representative working at Avaii Wealth Management, LLC in Appleton, WI and has over 16 years of experience in the finance industry. David Jensen 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.