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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
Randy Divito (CRD# 6178573) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waukesha, WI and has over 10 years of experience in the finance industry.
Daniel Dodd (CRD# 4527785) is an Investment Advisor Representative working at Retirement Plan Advisors, LLC in Janesville, WI and has over 21 years of experience in the finance industry. Daniel Dodd 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.
Scott Dolven (CRD# 69678) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Waukesha, WI and has over 32 years of experience in the finance industry.
Brian Donnelly (CRD# 2845011) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 27 years of experience in the finance industry.
Victoria Dorgan (CRD# 4320867) is an Investment Advisor Representative working at Barrett Wealth Connection LLC in Spring Grove, IL and has over 17 years of experience in the finance industry. Victoria Dorgan 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.
Anthony Drake (CRD# 4637793) is an Investment Advisor Representative working at Drake & Associates, LLC in Waukesha, WI and has over 16 years of experience in the finance industry.
Kari Drascic (CRD# 6608724) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Janesville, WI and has over 7 years of experience in the finance industry.
Joshua Duesterbeck (CRD# 6406363) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Delavan, WI and has over 9 years of experience in the finance industry.
Christopher Dunlap (CRD# 4794991) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Mchenry, IL and has over 19 years of experience in the finance industry. Christopher Dunlap 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.
Michael Ebeling (CRD# 2989969) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Waukesha, WI and has over 26 years of experience in the finance industry.