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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
Jeffrey Richard (CRD# 1034537) is an Investment Advisor Representative working at Harbour Investments, Inc. in Platteville, WI and has over 37 years of experience in the finance industry.
Douglas Riedl (CRD# 3165287) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Lena, IL and has over 24 years of experience in the finance industry.
Douglas Rogers (CRD# 5902819) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Platteville, WI and has over 7 years of experience in the finance industry.
Jacob Rosemeyer (CRD# 6821451) is an Investment Advisor Representative working at Harbour Investments, Inc. in Platteville, WI and has over 5 years of experience in the finance industry.
Stuart Seffrood (CRD# 2833021) is an Investment Advisor Representative working at Bfc Planning, Inc. in Monroe, WI and has over 27 years of experience in the finance industry.
Ross Smith (CRD# 1570825) is an Investment Advisor Representative working at Commonwealth Financial Network in Mineral Point, WI and has over 36 years of experience in the finance industry.
Christine Sperry (CRD# 4619178) is an Investment Advisor Representative working at Lpl Financial LLC in Oregon, WI and has over 20 years of experience in the finance industry.
Lydia Steinmann (CRD# 5833235) is an Investment Advisor Representative working at Edward Jones in Monroe, WI and has over 8 years of experience in the finance industry.
David Swisher (CRD# 2266323) is an Investment Advisor Representative working at Benchmark Capital Group Ltd. in Galena, IL and has over 31 years of experience in the finance industry. David Swisher 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.
David Tansor (CRD# 1856557) is an Investment Advisor Representative working at Lpl Financial LLC in Hollandale, WI and has over 31 years of experience in the finance industry.