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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
Greg Lavin (CRD# 2413278) is an Investment Advisor Representative working at Securities America Advisors, Inc. in Fond Du Lac, WI and has over 23 years of experience in the finance industry.
Jennifer Le Clair-Bemis (CRD# 6382235) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Sheboygan, WI and has over 9 years of experience in the finance industry.
Paul Leal (CRD# 4931559) is an Investment Advisor Representative working at Edward Jones in Plymouth, WI and has over 18 years of experience in the finance industry.
Daniel Lemens (CRD# 4279411) is an Investment Advisor Representative working at Harbour Investments, Inc. in Neenah, WI and has over 23 years of experience in the finance industry.
Cesar Lemus (CRD# 4518628) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Sheboygan, WI and has over 20 years of experience in the finance industry.
Carla Liban (CRD# 1184751) is an Investment Advisor Representative working at Edward Jones in Manitowoc, WI and has over 29 years of experience in the finance industry.
William Lohrenz (CRD# 2644534) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Appleton, WI and has over 28 years of experience in the finance industry.
Brian Long (CRD# 5263879) is an Investment Advisor Representative working at Principal Securities, Inc. in Neenah, WI and has over 17 years of experience in the finance industry.
Shawn Longley (CRD# 2685281) is an Investment Advisor Representative working at Wells Fargo Advisors in Fond Du Lac, WI and has over 27 years of experience in the finance industry. Shawn Longley 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.
Todd Lowe (CRD# 6614937) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Fond Du Lac, WI and has over 7 years of experience in the finance industry.