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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
Michael Ziembo (CRD# 7780157) is an Investment Advisor Representative working at Avantax Planning Partners, Inc. in Dubuque, IA and has 1 year of experience in the finance industry.
Joseph Ambrosia (CRD# 2646777) is an Investment Advisor Representative working at Avantax Advisory Services in Elizabeth, IL and has over 28 years of experience in the finance industry.
John Anderson (CRD# 5103781) is an Investment Advisor Representative working at Investments By Design, Inc. in Galena, IL and has over 18 years of experience in the finance industry.
Daniel Baxter (CRD# 6612829) is an Investment Advisor Representative working at United Advisors America in Platteville, WI and has over 8 years of experience in the finance industry.
Beverly Bertram (CRD# 5579324) 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.
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.
Alan Bird (CRD# 1236787) is an Investment Advisor Representative working at Mcdevitt & Bird Investment Management Co in Elizabeth, IL and has over 37 years of experience in the finance industry.
Robert Bird (CRD# 5921168) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lancaster, WI and has over 12 years of experience in the finance industry.
Amy Cooper (CRD# 2662174) is an Investment Advisor Representative working at Lpl Financial LLC in Cascade, IA and has over 26 years of experience in the finance industry. Amy Cooper 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.
Douglas Crubel (CRD# 2501785) is an Investment Advisor Representative working at Harbour Investments, Inc. in Lancaster, WI and has over 29 years of experience in the finance industry.