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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
Victoria Ronnei (CRD# 7484475) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Eau Claire, WI and has 1 year of experience in the finance industry.
Sean Steward (CRD# 7258379) is an Investment Advisor Representative working at U.s. Bancorp Investments, Inc. in Eau Claire, WI and has over 2 years of experience in the finance industry.
Noah Williams (CRD# 7588340) is an Investment Advisor Representative working at Creative Planning in Eau Claire, WI and has 1 year of experience in the finance industry.
Stacy Winsand (CRD# 7173855) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 3 years of experience in the finance industry.
Oua Xiong (CRD# 6093382) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Eau Claire, WI and has over 11 years of experience in the finance industry.
Peter Atkinson (CRD# 4268761) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 23 years of experience in the finance industry.
Bethany Beauchamp (CRD# 6250891) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Altoona, WI and has over 7 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.
Mark Boser (CRD# 2921925) is an Investment Advisor Representative working at Orgel Wealth Management, LLC in Altoona, WI and has over 26 years of experience in the finance industry.
Michael Braatz (CRD# 4838885) is an Investment Advisor Representative working at Edward Jones in Menomonie, WI and has over 19 years of experience in the finance industry.