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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
Christopher Lewis (CRD# 6973499) is an Investment Advisor Representative working at N.e.w. Advisory Services, LLC in De Pere, WI and has over 2 years of experience in the finance industry.
Michelle Micksch (CRD# 6961041) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in De Pere, WI and has over 4 years of experience in the finance industry.
Cole Milton (CRD# 7805997) is an Investment Advisor Representative working at Edward Jones in De Pere, WI and has 1 year of experience in the finance industry.
Nicholas Roth (CRD# 5992065) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 4 years of experience in the finance industry.
Tyler Schumacher (CRD# 6813731) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has over 6 years of experience in the finance industry.
Joshua Settle (CRD# 7697097) is an Investment Advisor Representative working at Cornerstone Financial Consulting, LLC in De Pere, WI and has 1 year of experience in the finance industry.
Anthony Tremblay (CRD# 7534130) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has 1 year of experience in the finance industry.
Katie Weinschenk (CRD# 6337277) is an Investment Advisor Representative working at Osaic Wealth, Inc. in De Pere, WI and has 1 year of experience in the finance industry.
Jessica Yohn (CRD# 7124508) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in De Pere, WI and has 1 year of experience in the finance industry.
Jason McGlone (CRD# 3078445) is an Investment Advisor Representative working at McGlone Suttner Wealth Management, Inc. in Appleton, WI and has over 25 years of experience in the finance industry. Jason McGlone has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass the CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first, and comply with the Financial...