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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
Kaitlyn Friant (CRD# 6642148) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Middleton, WI and has over 5 years of experience in the finance industry.
John Friar (CRD# 5461534) is an Investment Advisor Representative working at Park Capital Management, LLC in Madison, WI and has over 16 years of experience in the finance industry. John Friar 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.
Frank Gambino (CRD# 2463345) is an Investment Advisor Representative working at Isthmus Partners, LLC in Madison, WI and has over 30 years of experience in the finance industry.
Justin Gasser (CRD# 6773156) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Madison, WI and has over 6 years of experience in the finance industry.
James Gehring (CRD# 5732617) is an Investment Advisor Representative working at Edward Jones in Watertown, WI and has over 14 years of experience in the finance industry.
David Geisler (CRD# 2859297) is an Investment Advisor Representative working at Madison Investment Advisors, LLC in Madison, WI and has over 19 years of experience in the finance industry.
Aaron Genthe (CRD# 2869350) is an Investment Advisor Representative working at Edward Jones in Lake Mills, WI and has over 27 years of experience in the finance industry.
Kyle George (CRD# 6338184) is an Investment Advisor Representative working at Johnson Wealth Inc. in Madison, WI and has over 9 years of experience in the finance industry. Kyle George 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.
Mark Gernetzke (CRD# 4516664) is an Investment Advisor Representative working at Lpl Financial LLC in Sun Prairie, WI and has over 21 years of experience in the finance industry.
Stephanie Giacomini (CRD# 4862311) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Madison, WI and has over 19 years of experience in the finance industry.