-
Distance Metro area (25 miles)
-
COMPENSATION Either
-
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
Peggy Boris (CRD# 4917780) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 19 years of experience in the finance industry.
Kristen Borst (CRD# 6235369) is an Investment Advisor Representative working at Park Avenue Securities LLC in Germantown, WI and has over 6 years of experience in the finance industry.
Charlotte Bouche (CRD# 2721792) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Brookfield, WI and has over 28 years of experience in the finance industry. Charlotte Bouche 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.
Andrew Boyd (CRD# 1010936) is an Investment Advisor Representative working at Lpl Financial LLC in Mequon, WI and has over 42 years of experience in the finance industry.
Christopher Brackman (CRD# 2097741) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Delafield, WI and has over 33 years of experience in the finance industry. Christopher Brackman 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.
Loren Brandrup (CRD# 5991617) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, WI and has over 12 years of experience in the finance industry.
Clay Brandt (CRD# 2104171) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 33 years of experience in the finance industry. Clay Brandt 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 Brandt (CRD# 4078746) is an Investment Advisor Representative working at National Accounting And Business Solutions, Sc in Hales Corners, WI and has over 24 years of experience in the finance industry.
Nathaniel Brandt (CRD# 6539015) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Burlington, WI and has over 7 years of experience in the finance industry.
Gregory Branson (CRD# 4385768) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Waukesha, WI and has over 21 years of experience in the finance industry.