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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
Jacob Cote (CRD# 6105596) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Appleton, WI and has over 11 years of experience in the finance industry.
Brian Craig (CRD# 4527891) is an Investment Advisor Representative working at Wintrust Investments in Appleton, WI and has over 21 years of experience in the finance industry. Brian Craig 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.
Christopher Crotty (CRD# 4542143) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Appleton, WI and has over 21 years of experience in the finance industry.
Ronald Cryderman (CRD# 6263672) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Appleton, WI and has over 9 years of experience in the finance industry.
Allan Davies (CRD# 5239840) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Greenville, WI and has over 17 years of experience in the finance industry.
Kerry Davis (CRD# 2257096) is an Investment Advisor Representative working at Harbour Investments, Inc. in Appleton, WI and has over 31 years of experience in the finance industry.
Bryan Delwiche (CRD# 5558674) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Appleton, WI and has over 13 years of experience in the finance industry.
Mike Demeuse (CRD# 2965447) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Appleton, WI and has over 26 years of experience in the finance industry.
Andrew Denney (CRD# 2185953) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Appleton, WI and has over 32 years of experience in the finance industry.
Dennis Dercks (CRD# 1397007) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Seymour, WI and has over 38 years of experience in the finance industry.