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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
Michelle Bertram (CRD# 5402999) is an Investment Advisor Representative working at Bertram Financial Advisor Services LLC in Mineral Point, WI and has over 16 years of experience in the finance industry.
Noah Brisky (CRD# 6274001) is an Investment Advisor Representative working at Edward Jones in Monroe, WI and has over 10 years of experience in the finance industry.
Maribeth Brown (CRD# 6571370) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Horeb, WI and has over 8 years of experience in the finance industry.
George Byykkonen (CRD# 2085016) is an Investment Advisor Representative working at Lpl Financial LLC in Mount Horeb, WI and has over 33 years of experience in the finance industry.
Phillip Cruikshank (CRD# 1931752) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Decatur, IL and has over 32 years of experience in the finance industry.
Aaron Cullen (CRD# 6224930) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 10 years of experience in the finance industry.
Matthew Cuplin (CRD# 5422602) is an Investment Advisor Representative working at Commonwealth Financial Network in Platteville, WI and has over 16 years of experience in the finance industry. Matthew Cuplin 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 Curran (CRD# 2206471) is an Investment Advisor Representative working at Edward Jones in Galena, IL and has over 31 years of experience in the finance industry.
Jesse Dalsing (CRD# 4210883) is an Investment Advisor Representative working at Empower Advisory Group, LLC in Hazel Green, WI and has over 23 years of experience in the finance industry.
Roger Deterding (CRD# 5784937) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Mount Horeb, WI and has over 13 years of experience in the finance industry.