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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
John Heike (CRD# 5426122) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Durand, WI and has over 15 years of experience in the finance industry. John Heike 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.
Kevin McKinley (CRD# 1177018) is an Investment Advisor Representative working at Mckinley Money, LLC in Madison, WI and has over 31 years of experience in the finance industry.
Melissa Albrecht (CRD# 6867949) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Eau Claire, WI and has over 5 years of experience in the finance industry.
Amy Anderl (CRD# 6621851) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 7 years of experience in the finance industry.
Rachelle Anglemyer (CRD# 5319186) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 7 years of experience in the finance industry.
Sara Bach (CRD# 4585084) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Eau Claire, WI and has over 17 years of experience in the finance industry.
Brian Bedford (CRD# 4897458) is an Investment Advisor Representative working at Edward Jones in Baldwin, WI and has over 19 years of experience in the finance industry.
Jessica Berg (CRD# 6459039) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has over 8 years of experience in the finance industry.
Lisa Berger (CRD# 5635651) is an Investment Advisor Representative working at Edward Jones in Mondovi, WI and has over 15 years of experience in the finance industry.
Jon-david Bowe (CRD# 4548116) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has over 21 years of experience in the finance industry.