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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
Kostantinos Georgostathis (CRD# 2409628) is an Investment Advisor Representative working at Vantage Financial Partners, LLC in Elm Grove, WI and has over 30 years of experience in the finance industry. Kostantinos Georgostathis 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.
Dugan Hettich (CRD# 5737015) is an Investment Advisor Representative working at Harbour Investments, Inc. in Elm Grove, WI and has over 14 years of experience in the finance industry.
Benjamin Johnson (CRD# 7077743) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has over 3 years of experience in the finance industry.
Debra Johnson (CRD# 5787932) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Elm Grove, WI and has 1 year of experience in the finance industry.
Scott Lovejoy (CRD# 2733778) is an Investment Advisor Representative working at Edward Jones in Elm Grove, WI and has over 27 years of experience in the finance industry.
Joshua Nett (CRD# 7169656) is an Investment Advisor Representative working at Grove Point Advisors, LLC in Elm Grove, WI and has over 4 years of experience in the finance industry.
Robert Abbott (CRD# 170) is an Investment Advisor Representative working at Mutual Of Omaha Investor Services, Inc. in Waukesha, WI and has over 32 years of experience in the finance industry.
Robyn Abel (CRD# 6857150) is an Investment Advisor Representative working at Landaas & Company in Milwaukee, WI and has over 5 years of experience in the finance industry.
Naomi Ackley (CRD# 6289332) is an Investment Advisor Representative working at Annex Wealth Management, LLC in Brookfield, WI and has over 10 years of experience in the finance industry.
Chad Afdahl (CRD# 5625693) is an Investment Advisor Representative working at Robert W. Baird & Company Incorporated in Milwaukee, WI and has over 14 years of experience in the finance industry.