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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
Phillip Askot (CRD# 859364) is an Investment Advisor Representative working at Western International Securities in Wauwatosa, WI and has over 38 years of experience in the finance industry.
John Augustin (CRD# 1771066) is an Investment Advisor Representative working at Harbour Investments, Inc. in Pewaukee, WI and has over 36 years of experience in the finance industry.
Theodore Baer (CRD# 2271915) is an Investment Advisor Representative working at Lpl Financial LLC in Brookfield, WI and has over 31 years of experience in the finance industry. Theodore Baer 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.
Jacob Baker (CRD# 6508692) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Milwaukee, WI and has over 8 years of experience in the finance industry.
Bradley Baldridge (CRD# 2491532) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in New Berlin, WI and has over 29 years of experience in the finance industry. Bradley Baldridge 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.
Kiersten Banaszak (CRD# 4826863) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Brookfield, WI and has over 15 years of experience in the finance industry.
Lori Baneck (CRD# 2707988) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Brookfield, WI and has over 28 years of experience in the finance industry.
Lee Barczak (CRD# 1032134) is an Investment Advisor Representative working at Morgan Kenwood Advisors, LLC in Greendale, WI and has over 42 years of experience in the finance industry.
Jeremy Bardon (CRD# 4539271) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Brookfield, WI and has over 21 years of experience in the finance industry.
Stanley Barker (CRD# 4799696) is an Investment Advisor Representative working at Voya Retirement Advisors, LLC in Brookfield, WI and has over 19 years of experience in the finance industry.