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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
Daniel Benedum (CRD# 4201386) is an Investment Advisor Representative working at Gladstone Wealth Partners in Colgate, WI and has over 23 years of experience in the finance industry.
Kevin Breckenfelder (CRD# 4748541) is an Investment Advisor Representative working at Transamerica Retirement Advisors, LLC in Colgate, WI and has over 20 years of experience in the finance industry.
John Lauderdale (CRD# 2165547) is an Investment Advisor Representative working at Palmetto Advisory in Colgate, WI and has over 32 years of experience in the finance industry.
Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 5 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Chad Afdahl (CRD# 5625693) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 14 years of experience in the finance industry.
Garren Agle (CRD# 4803124) is an Investment Advisor Representative working at Diversified Management Inc. in Milwaukee, WI and has over 19 years of experience in the finance industry. Garren Agle 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.
Elizabeth Aidoo (CRD# 6834039) is an Investment Advisor Representative working at Francis LLC in Brookfield, WI and has over 6 years of experience in the finance industry.
Daniel Aiken (CRD# 4497282) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in West Bend, WI and has over 21 years of experience in the finance industry.
Chadwick Albano (CRD# 4659590) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 20 years of experience in the finance industry.