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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
Roger Edwards (CRD# 4483804) is an Investment Advisor Representative working at Global View Capital Management LLC in Waukesha, WI and has over 22 years of experience in the finance industry. Roger Edwards 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.
Kelly Eickstead (CRD# 6724945) is an Investment Advisor Representative working at Edward Jones in Beloit, WI and has over 7 years of experience in the finance industry.
Karen Ellenbecker (CRD# 1412296) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 38 years of experience in the finance industry.
Julie Ellenbecker-Lipsky (CRD# 3044053) is an Investment Advisor Representative working at Ellenbecker Investment Group in Waukesha, WI and has over 25 years of experience in the finance industry. Julie Ellenbecker-Lipsky 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 Englehart (CRD# 4824426) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Roscoe, IL and has over 19 years of experience in the finance industry.
Peter Engstrom (CRD# 4332592) is an Investment Advisor Representative working at Associated Investment Services, Inc. in Mukwonago, WI and has over 23 years of experience in the finance industry. Peter Engstrom 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.
Carol Ericson (CRD# 2286751) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 27 years of experience in the finance industry.
Elizabeth Evers (CRD# 6508647) is an Investment Advisor Representative working at Edward Jones in Roscoe, IL and has over 8 years of experience in the finance industry.
Jennifer Ewert (CRD# 4699197) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Waukesha, WI and has over 12 years of experience in the finance industry.
Steven Fagan (CRD# 4677094) is an Investment Advisor Representative working at Commonwealth Financial Network in Roscoe, IL and has over 20 years of experience in the finance industry.