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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
Curt Deleske (CRD# 3133638) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Marshfield, WI and has over 23 years of experience in the finance industry.
Randy Derbick (CRD# 1536694) is an Investment Advisor Representative working at Global View Capital Management LLC in Schofield, WI and has over 37 years of experience in the finance industry.
Kacey Dewitt (CRD# 5310760) is an Investment Advisor Representative working at Edward Jones in Marshfield, WI and has over 17 years of experience in the finance industry.
Karen Dins (CRD# 6455640) is an Investment Advisor Representative working at Terra Wealth in Wausau, WI and has over 9 years of experience in the finance industry.
Navi Dowty (CRD# 1048676) is an Investment Advisor Representative working at Associated Retirement Planners, Inc. in Wausau, WI and has over 41 years of experience in the finance industry.
Daniel Evans (CRD# 4684088) is an Investment Advisor Representative working at Midwest Professional Planners, Ltd. in Wausau, WI and has over 20 years of experience in the finance industry. Daniel Evans 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.
Erik Finanger (CRD# 1273983) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wausau, WI and has over 39 years of experience in the finance industry.
Edward Fox (CRD# 2570206) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Wausau, WI and has over 29 years of experience in the finance industry. Edward Fox 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.
David Fredel (CRD# 6518729) is an Investment Advisor Representative working at Edward Jones in Wausau, WI and has over 8 years of experience in the finance industry.
Christopher Fredrick (CRD# 5050753) is an Investment Advisor Representative working at Lpl Financial LLC in Marshfield, WI and has over 18 years of experience in the finance industry.