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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
Scott Kinderman (CRD# 2103939) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Eau Claire, WI and has over 33 years of experience in the finance industry.
Zachary Knox (CRD# 6734616) is an Investment Advisor Representative working at Creative Planning in Eau Claire, WI and has over 5 years of experience in the finance industry. Zachary Knox 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.
Jeffrey Krumenauer (CRD# 2131526) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Eau Claire, WI and has over 33 years of experience in the finance industry.
Thomas Lind (CRD# 3102938) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in Eau Claire, WI and has over 25 years of experience in the finance industry. Thomas Lind 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 Locke (CRD# 5566294) is an Investment Advisor Representative working at Harbour Investments, Inc. in Eau Claire, WI and has over 13 years of experience in the finance industry. John Locke 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.
Amy Lofgren (CRD# 5535756) 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.
James Massey (CRD# 1298358) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Eau Claire, WI and has over 39 years of experience in the finance industry.
Noah Mazur (CRD# 4513614) is an Investment Advisor Representative working at Lpl Financial LLC in Eau Claire, WI and has over 21 years of experience in the finance industry.
Jonathan Meinholz (CRD# 5675772) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Eau Claire, WI and has over 12 years of experience in the finance industry. Jonathan Meinholz 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.
Danielle Metcalf (CRD# 4123129) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Eau Claire, WI and has over 23 years of experience in the finance industry.