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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
Kevin McKinley (CRD# 1177018) is an Investment Advisor Representative working at Mckinley Money, LLC in Madison, WI and has over 31 years of experience in the finance industry.
Amy Anderl (CRD# 6621851) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 7 years of experience in the finance industry.
Rachelle Anglemyer (CRD# 5319186) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 7 years of experience in the finance industry.
Peter Atkinson (CRD# 4268761) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Sara Bach (CRD# 4585084) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Eau Claire, WI and has over 17 years of experience in the finance industry.
Micah Ballew (CRD# 6613040) is an Investment Advisor Representative working at Creative Planning in Eau Claire, WI and has over 7 years of experience in the finance industry. Micah Ballew 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.
Joan Bartz (CRD# 2344898) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Glenwood City, WI and has over 30 years of experience in the finance industry.
Bethany Beauchamp (CRD# 6250891) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 6 years of experience in the finance industry.
Jessica Berg (CRD# 6459039) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has over 8 years of experience in the finance industry.
Mark Boser (CRD# 2921925) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 26 years of experience in the finance industry.