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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
John Geder (CRD# 858584) is an Investment Advisor Representative working at Geder Investment Management, Inc. in Elm Grove, WI and has over 40 years of experience in the finance industry.
Sharon Green (CRD# 1269522) is an Investment Advisor Representative working at Independent Financial Group, LLC in Elm Grove, WI and has over 34 years of experience in the finance industry.
Michael Johnson (CRD# 2334264) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has over 30 years of experience in the finance industry.
Adam Keller (CRD# 4699241) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Elm Grove, WI and has over 20 years of experience in the finance industry.
Daniel Krivos (CRD# 4362652) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Elm Grove, WI and has over 22 years of experience in the finance industry.
James Lemmenes (CRD# 2766320) is an Investment Advisor Representative working at Edward Jones in Elm Grove, WI and has over 21 years of experience in the finance industry.
John Matthews (CRD# 4198140) is an Investment Advisor Representative working at Wintrust Investments in Elm Grove, WI and has over 8 years of experience in the finance industry.
Andrew Meyer (CRD# 5954748) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Elm Grove, WI and has over 12 years of experience in the finance industry.
Kurt Mueller (CRD# 1300871) is an Investment Advisor Representative working at Family Investment Planning, LLC in Elm Grove, WI and has over 39 years of experience in the finance industry. Kurt Mueller 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.
Jesse Niederbaumer (CRD# 4188328) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Elm Grove, WI and has over 23 years of experience in the finance industry.