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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
Dina Loomis (CRD# 6499128) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Marinette, WI and has over 7 years of experience in the finance industry.
Justin Oberg (CRD# 5030266) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 18 years of experience in the finance industry.
Brian Sabel (CRD# 6940798) is an Investment Advisor Representative working at Edward Jones in Peshtigo, WI and has over 5 years of experience in the finance industry.
Matthew Schutte (CRD# 5769711) is an Investment Advisor Representative working at Lpl Financial LLC in Peshtigo, WI and has over 13 years of experience in the finance industry. Matthew Schutte 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.
Jason Smerchek (CRD# 6995808) is an Investment Advisor Representative working at Nicolet Wealth Management in Marinette, WI and has over 5 years of experience in the finance industry.
Douglas Waelchli (CRD# 4534353) is an Investment Advisor Representative working at Harbour Investments, Inc. in Peshtigo, WI and has over 21 years of experience in the finance industry.
Steven Westenberg (CRD# 2440924) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Oconto, WI and has over 30 years of experience in the finance industry.
Ian Wetzel (CRD# 6938321) is an Investment Advisor Representative working at Edward Jones in Menominee, MI and has over 5 years of experience in the finance industry.
Gail Jones (CRD# 5912729) is an Investment Advisor Representative working at D & G Advisory Group, LLC in Menominee, MI and has over 3 years of experience in the finance industry.
Tanessa Klug (CRD# 7169178) is an Investment Advisor Representative working at Edward Jones in Marinette, WI and has over 4 years of experience in the finance industry.