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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
Karlyn Etheridge (CRD# 5233299) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Eau Claire, WI and has over 16 years of experience in the finance industry.
Kegan Fassler (CRD# 6823625) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 5 years of experience in the finance industry.
Connie Fick Weber (CRD# 4805829) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 19 years of experience in the finance industry.
Craig Fladten (CRD# 6276288) is an Investment Advisor Representative working at Edward Jones in Eau Claire, WI and has over 10 years of experience in the finance industry.
Timothy Forster (CRD# 3259870) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 24 years of experience in the finance industry.
Kelly France (CRD# 4686373) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 20 years of experience in the finance industry. Kelly France 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.
Paul Fuhrman (CRD# 1571669) is an Investment Advisor Representative working at Packerland Brokerage Services, Inc. in Menomonie, WI and has over 37 years of experience in the finance industry.
Adam Gewiss (CRD# 6364035) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has over 9 years of experience in the finance industry. Adam Gewiss 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.
Ronald Gloe (CRD# 721830) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Eau Claire, WI and has over 38 years of experience in the finance industry. Ronald Gloe 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.
John Gruber (CRD# 2073344) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Lake City, MN and has over 33 years of experience in the finance industry.